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) 1,221

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

Sector Weighting

Basic Materials 11.07%
Capital Goods 26.78%
Conglomerates
Consumer Cyclical 11.95%
Consumer/Non-Cyclical 1.42%
Energy
Financial
Healthcare 0%
Services 5.78%
Technology 27.63%
Transportation
Utilities 13.52%

20 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMERICAN WTR WKS CO INC NEW COM 68,269 20,832 43.91 1,216,045
XYLEM INC COM 60,232 3,960 7.04 1,766,335
SMITH A O COM 58,918 12,653 27.35 991,713
DANAHER CORP DEL COM 48,599 3,205 7.06 589,939
TRIMBLE NAVIGATION LTD COM 44,869 6,637 17.36 1,882,076
BORGWARNER INC COM 42,851 7,048 19.69 793,394
TORO CO COM 35,993 15,902 79.15 554,505
MUELLER WTR PRODS INC COM SER A 32,802 3,386 11.51 3,206,500
STERICYCLE INC COM 31,700 1,009 3.29 241,451
LKQ CORP COM 30,225 2,127 7.57 1,171,057
REGAL BELOIT CORP COM 26,360 387 1.49 382,862
GENERAC HLDGS INC COM 24,759 4,563 22.59 566,038
BADGER METER INC COM 24,702 5,596 29.29 412,658
AQUA AMERICA INC COM 24,377 2,224 10.04 901,200
ECOLAB INC COM 17,286 3,974 29.86 166,579
REXNORD CORP NEW COM 15,041 13,194 714.48 607,700
HD SUPPLY HLDGS INC COM 14,516 14,516 New 503,500
POOL CORPORATION COM 11,104 11,104 New 178,500
ENERNOC INC COM 10,620 2,367 28.68 616,738
SEALED AIR CORP NEW COM 4,113 4,113 New 101,560

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