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) 1,285

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

Sector Weighting

Basic Materials 11.6%
Capital Goods 27.33%
Conglomerates
Consumer Cyclical 12.07%
Consumer/Non-Cyclical 1.39%
Energy
Financial
Healthcare 0%
Services 5.71%
Technology 27.47%
Transportation
Utilities 12.61%

48 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
IDEX CORP COM 24,358 -1,378 (5.36) 311,885
PERKINELMER INC COM 24,334 -2,292 (8.61) 553,160
BADGER METER INC COM 24,128 5,466 29.29 412,658
AQUA AMERICA INC COM 24,089 2,197 10.04 901,200
SCHNITZER STL INDS CL A 22,091 New 979,634
AGILENT TECHNOLOGIES INC COM 20,369 -3,735 (15.49) 495,223
DONALDSON INC COM 19,838 New 506,600
ECOLAB INC COM 17,854 4,105 29.86 166,579
REXNORD CORP NEW COM 17,125 15,022 714.48 607,700
FLOWSERVE CORP COM 15,594 -3,354 (17.7) 259,900
HD SUPPLY HLDGS INC COM 14,964 14,964 New 503,500
ORMAT TECHNOLOGIES INC COM 14,662 New 533,368
VALMONT INDS INC COM 12,823 -16,909 (56.87) 99,800
POOL CORPORATION COM 11,178 11,178 New 178,500
TETRA TECH INC NEW COM 10,428 -24,562 (70.2) 388,245
ENERNOC INC COM 9,479 2,112 28.68 616,738
EMERSON ELEC CO COM 8,485 -3,124 (26.91) 135,260
KEYSIGHT TECHNOLOGIES INC COM 8,369 -1,535 (15.49) 247,612
QUANTA SVCS INC COM 6,529 -3,693 (36.13) 232,500
SEALED AIR CORP NEW COM 4,408 4,408 New 101,560


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