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%

57 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR 30,332 -1,716 (5.36) 5,994,535
MUELLER WTR PRODS INC COM SER A 28,663 -22,265 (43.72) 3,360,218
TRIMBLE NAVIGATION LTD COM 28,355 -43,060 (60.3) 1,216,444
CLARCOR INC COM 27,801 -37,810 (57.63) 466,933
CLEAN HARBORS INC COM 27,387 -27,606 (50.2) 553,047
HD SUPPLY HLDGS INC COM 27,073 -46,058 (62.98) 768,900
DELPHI AUTOMOTIVE PLC SHS 25,965 302 1.18 335,032
REGAL BELOIT CORP COM 24,552 -26,360 (51.78) 357,904
AQUA AMERICA INC COM 23,721 -23,691 (49.97) 938,700
POOL CORPORATION COM 23,689 -42,353 (64.13) 337,207
QUANTA SVCS INC COM 22,582 -2,161 (8.74) 812,900
DONALDSON INC COM 21,337 -14,239 (40.02) 637,700
ACUITY BRANDS INC COM 19,681 -4,740 (19.41) 99,450
BADGER METER INC COM 18,307 -20,228 (52.49) 318,002
REXNORD CORP NEW COM 17,863 -23,269 (56.57) 832,000
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
SEALED AIR CORP NEW COM 12,533 -7,320 (36.87) 236,552