IMPAX ASSET MANAGEMENT LTD Information

NORFOLK HOUSE, LONDON, , SW1Y 4JR, (44207) 434-1122

Report Date: 03/31/2016

Position Statistics

Total Positions 63
New Positions 1
Increased Positions 42
Decreased Positions 18
Positions with Activity 60
Sold Out Positions 2
Total Mkt Value (in $ millions) 1,982

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

Sector Weighting

Basic Materials 10.73%
Capital Goods 20.84%
Conglomerates
Consumer Cyclical 7.93%
Consumer/Non-Cyclical 4.78%
Energy
Financial 1.07%
Healthcare 1.33%
Services 4.44%
Technology 31.91%
Transportation
Utilities 12.45%

63 Positions as of 03/31/2016

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
REXNORD CORP NEW COM 36,834 8,623 30.57 1,736,643
POWER INTEGRATIONS INC COM 33,731 7,246 27.36 635,120
BORGWARNER INC COM 31,936 5,365 20.19 947,658
CLEAN HARBORS INC COM 31,431 8,957 39.86 593,370
TRINA SOLAR LIMITED SPON ADR 30,187 3,505 13.14 3,966,781
POOL CORPORATION COM 27,594 New 303,700
THERMO FISHER SCIENTIFIC INC COM 26,320 -655 (2.43) 172,998
WASTE MGMT INC DEL COM 25,758 9,648 59.89 405,950
STERICYCLE INC COM 25,268 1,067 4.41 244,416
ORMAT TECHNOLOGIES INC COM 24,544 7,422 43.35 566,178
REGAL BELOIT CORP COM 24,328 2,874 13.40 413,108
FLOWSERVE CORP COM 23,898 4,158 21.07 475,300
UNITED NAT FOODS INC COM 23,787 6,146 34.84 520,039
DELPHI AUTOMOTIVE PLC SHS 23,500 3,734 18.89 332,339
COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR 23,292 -4,111 (15) 2,724,175
INGERSOLL-RAND PLC SHS 22,957 -185 (0.8) 346,310
DONALDSON INC COM 22,551 -766 (3.28) 624,692
WESTROCK CO COM 21,406 10,873 103.23 515,692
ISHARES TR MSCI EAFE ETF 21,298 21,298 New 362,830
ACUITY BRANDS INC COM 19,259 359 1.90 75,557


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