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) 1,278

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

Sector Weighting

Basic Materials 11.51%
Capital Goods 27.51%
Conglomerates
Consumer Cyclical 12.2%
Consumer/Non-Cyclical 1.48%
Energy
Financial
Healthcare 0%
Services 5.67%
Technology 27.21%
Transportation
Utilities 12.61%

20 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
XYLEM INC COM 68,075 4,475 7.04 1,766,335
AMERICAN WTR WKS CO INC NEW COM 63,769 19,459 43.91 1,216,045
SMITH A O COM 54,177 11,635 27.35 991,713
TRIMBLE NAVIGATION LTD COM 52,566 7,776 17.36 1,882,076
DANAHER CORP DEL COM 49,230 3,246 7.06 589,939
BORGWARNER INC COM 45,184 7,431 19.69 793,394
TORO CO COM 36,586 16,164 79.15 554,505
LKQ CORP COM 33,808 2,379 7.57 1,171,057
MUELLER WTR PRODS INC COM SER A 31,584 3,260 11.51 3,206,500
STERICYCLE INC COM 30,930 984 3.29 241,451
REGAL BELOIT CORP COM 28,018 412 1.49 382,862
GENERAC HLDGS INC COM 24,866 4,583 22.59 566,038
AQUA AMERICA INC COM 23,810 2,172 10.04 901,200
BADGER METER INC COM 23,084 5,229 29.29 412,658
ECOLAB INC COM 18,948 4,357 29.86 166,579
REXNORD CORP NEW COM 16,961 14,878 714.48 607,700
HD SUPPLY HLDGS INC COM 14,720 14,720 New 503,500
POOL CORPORATION COM 10,614 10,614 New 178,500
ENERNOC INC COM 9,270 2,066 28.68 616,738
SEALED AIR CORP NEW COM 3,973 3,973 New 101,560

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