IMPAX ASSET MANAGEMENT LTD Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 57
New Positions 3
Increased Positions 10
Decreased Positions 44
Positions with Activity 54
Sold Out Positions 2
Total Mkt Value (in $ millions) 1,472

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

Sector Weighting

Basic Materials 8.22%
Capital Goods 26.68%
Conglomerates
Consumer Cyclical 11.6%
Consumer/Non-Cyclical 2.13%
Energy
Financial
Healthcare 0.87%
Services 5.71%
Technology 28.55%
Transportation
Utilities 12.01%

10 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TRINA SOLAR LIMITED SPON ADR 32,348 1,216 3.91 3,324,520
DELPHI AUTOMOTIVE PLC SHS 25,965 302 1.18 335,032
LINDSAY CORP COM 15,386 15,386 New 185,800
HOLLYSYS AUTOMATION TECHNOLOGI SHS 14,394 4,484 45.25 657,249
THERMO FISHER SCIENTIFIC INC COM 12,869 5,231 68.49 92,500
INGERSOLL-RAND PLC SHS 12,803 2,004 18.56 209,500
ROCKWELL AUTOMATION INC COM 9,181 9,181 New 78,400
VALMONT INDS INC COM 9,016 9,016 New 80,950
3M CO COM 6,199 258 4.34 40,900
FRANKLIN ELEC INC COM 4,899 2,571 110.44 175,095


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