IMPAX ASSET MANAGEMENT LTD Information

NORFOLK HOUSE, LONDON, , SW1Y 4JR, (44207) 434-1122

Report Date: 09/30/2014

Position Statistics

Total Positions 48
New Positions 3
Increased Positions 20
Decreased Positions 24
Positions with Activity 44
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,290

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 11.62%
Capital Goods 27.3%
Conglomerates
Consumer Cyclical 12.04%
Consumer/Non-Cyclical 1.38%
Energy
Financial
Healthcare 0%
Services 5.71%
Technology 27.49%
Transportation
Utilities 12.63%

24 DECREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PALL CORP COM 97,818 -4,191 (4.11) 959,372
WATTS WATER TECHNOLOGIES INC CL A 73,231 -10,882 (12.94) 1,137,310
PENTAIR PLC SHS 61,609 -3,561 (5.46) 917,886
CALIFORNIA WTR SVC GROUP COM 48,818 -2,646 (5.14) 1,937,991
CLARCOR INC COM 47,164 -6,163 (11.56) 690,440
ITRON INC COM 43,773 -4,417 (9.17) 1,009,749
ROPER INDS INC NEW COM 41,501 -6,600 (13.72) 259,687
CLEAN HARBORS INC COM 27,284 -5,510 (16.8) 546,107
IDEX CORP COM 24,455 -1,384 (5.36) 311,885
PERKINELMER INC COM 24,378 -2,296 (8.61) 553,160
AGILENT TECHNOLOGIES INC COM 20,492 -3,757 (15.49) 495,223
FLOWSERVE CORP COM 15,675 -3,371 (17.7) 259,900
VALMONT INDS INC COM 12,893 -17,001 (56.87) 99,800
TETRA TECH INC NEW COM 10,444 -24,598 (70.2) 388,245
EMERSON ELEC CO COM 8,492 -3,126 (26.91) 135,260
KEYSIGHT TECHNOLOGIES INC COM 8,352 -1,531 (15.49) 247,612
QUANTA SVCS INC COM 6,533 -3,695 (36.13) 232,500
ACUITY BRANDS INC COM 3,519 -964 (21.5) 25,200
REPUBLIC SVCS INC COM 3,423 -1,770 (34.08) 83,743
METALICO INC COM 407 -38 (8.47) 1,273,324


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