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) 1,560

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

Sector Weighting

Basic Materials 8.14%
Capital Goods 26.63%
Conglomerates
Consumer Cyclical 11.68%
Consumer/Non-Cyclical 2.01%
Energy
Financial
Healthcare 0.79%
Services 5.58%
Technology 28.64%
Transportation
Utilities 12.53%

57 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MUELLER WTR PRODS INC COM SER A 31,788 -24,692 (43.72) 3,360,218
CLEAN HARBORS INC COM 31,485 -31,736 (50.2) 553,047
ECOLAB INC COM 31,352 -39,962 (56.04) 270,179
CLARCOR INC COM 29,431 -40,027 (57.63) 466,933
TRIMBLE NAVIGATION LTD COM 29,316 -44,520 (60.3) 1,216,444
DELPHI AUTOMOTIVE PLC SHS 29,245 340 1.18 335,032
REGAL BELOIT CORP COM 28,915 -31,044 (51.78) 357,904
HD SUPPLY HLDGS INC COM 25,812 -43,913 (62.98) 768,900
AQUA AMERICA INC COM 25,110 -25,078 (49.97) 938,700
QUANTA SVCS INC COM 24,509 -2,346 (8.74) 812,900
DONALDSON INC COM 23,225 -15,499 (40.02) 637,700
POOL CORPORATION COM 22,849 -40,852 (64.13) 337,207
REXNORD CORP NEW COM 21,108 -27,496 (56.57) 832,000
BADGER METER INC COM 20,473 -22,620 (52.49) 318,002
ACUITY BRANDS INC COM 18,144 -4,369 (19.41) 99,450
HOLLYSYS AUTOMATION TECHNOLOGI SHS 16,760 5,221 45.25 657,249
LINDSAY CORP COM 15,024 15,024 New 185,800
INGERSOLL-RAND PLC SHS 14,564 2,280 18.56 209,500
GENERAC HLDGS INC COM 14,236 -25,488 (64.16) 328,627
THERMO FISHER SCIENTIFIC INC COM 12,288 4,995 68.49 92,500