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) 1,090

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

Sector Weighting

Basic Materials 10.31%
Capital Goods 29.96%
Conglomerates
Consumer Cyclical 12.53%
Consumer/Non-Cyclical 1.5%
Energy
Financial
Healthcare 0%
Services 10.47%
Technology 24.53%
Transportation
Utilities 10.7%

45 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
STERICYCLE INC COM 22,677 -4,574 (16.78) 192,618
LINDSAY CORP COM 20,225 5,222 34.80 240,626
AQUA AMERICA INC COM 19,119 8,422 78.74 772,500
SMITH A O COM 18,538 18,538 New 371,500
DONALDSON INC COM 18,201 -836 (4.39) 446,100
MUELLER WTR PRODS INC COM SER A 17,035 3,640 27.17 2,035,300
ECOLAB INC COM 16,399 3,597 28.10 149,079
FLOWSERVE CORP COM 15,978 15,978 New 221,300
IDEX CORP COM 15,684 -2,423 (13.38) 195,785
AEGION CORP COM 15,501 -5,625 (26.63) 686,500
ORMAT TECHNOLOGIES INC COM 14,866 -509 (3.31) 548,968
BADGER METER INC COM 13,868 -2,866 (17.13) 264,300
TORO CO COM 12,557 2,970 30.98 202,921
GENERAC HLDGS INC COM 11,345 11,345 New 259,016
EMERSON ELEC CO COM 9,065 -2,225 (19.71) 135,260
QUANTA SVCS INC COM 6,259 -2,831 (31.14) 177,100
ENERNOC INC COM 5,982 5,982 New 331,437
REPUBLIC SVCS INC COM 4,706 822 21.18 127,043
HUBBELL INC CL B 2,742 New 22,377
ACUITY BRANDS INC COM 2,405 -2,189 (47.64) 21,100