IMPAX ASSET MANAGEMENT LTD Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 45
New Positions 4
Increased Positions 22
Decreased Positions 22
Positions with Activity 44
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,082

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

Sector Weighting

Basic Materials 10.29%
Capital Goods 30.13%
Conglomerates
Consumer Cyclical 12.53%
Consumer/Non-Cyclical 1.52%
Energy
Financial
Healthcare 0%
Services 10.45%
Technology 24.47%
Transportation
Utilities 10.61%

22 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WATTS WATER TECHNOLOGIES INC CL A 63,766 13,923 27.93 1,049,823
CLEAN HARBORS INC COM 57,105 869 1.55 962,664
XYLEM INC COM 55,507 560 1.02 1,506,715
DANAHER CORP DEL COM 38,597 8,901 29.97 509,939
TRIMBLE NAVIGATION LTD COM 38,390 11,379 42.13 1,221,069
AMERICAN WTR WKS CO INC NEW COM 38,247 651 1.73 786,981
ROPER INDS INC NEW COM 37,887 5,967 18.70 265,387
CALIFORNIA WTR SVC GROUP COM 37,282 1,406 3.92 1,641,662
LKQ CORP COM 34,054 8,534 33.44 1,343,357
SCHNITZER STL INDS CL A 30,942 2,876 10.25 1,128,434
REGAL BELOIT CORP COM 29,291 229 .79 383,335
VALMONT INDS INC COM 27,863 8,410 43.23 186,200
LINDSAY CORP COM 20,071 5,182 34.80 240,626
AQUA AMERICA INC COM 18,810 8,286 78.74 772,500
SMITH A O COM 18,404 18,404 New 371,500
FLOWSERVE CORP COM 17,235 17,235 New 221,300
MUELLER WTR PRODS INC COM SER A 16,669 3,562 27.17 2,035,300
ECOLAB INC COM 16,485 3,616 28.10 149,079
TORO CO COM 12,386 2,930 30.98 202,921
GENERAC HLDGS INC COM 11,293 11,293 New 259,016