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) 1,434

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

Sector Weighting

Basic Materials 7.76%
Capital Goods 26.81%
Conglomerates
Consumer Cyclical 11.67%
Consumer/Non-Cyclical 2.04%
Energy
Financial
Healthcare 0.88%
Services 5.53%
Technology 28.37%
Transportation
Utilities 12.72%

57 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ORMAT TECHNOLOGIES INC COM 11,297 -20,424 (64.39) 285,266
GENERAC HLDGS INC COM 11,282 -20,199 (64.16) 328,627
SENSATA TECHNOLOGIES HLDG NV SHS 9,746 -1,948 (16.66) 197,079
ROCKWELL AUTOMATION INC COM 9,119 9,119 New 78,400
VALMONT INDS INC COM 9,084 9,084 New 80,950
HUBBELL INC CL B 8,295 -5,310 (39.03) 80,257
FLOWSERVE CORP COM 7,333 -24,861 (77.22) 159,100
REPUBLIC SVCS INC COM 7,123 -3,636 (33.79) 171,517
3M CO COM 6,082 253 4.34 40,900
FRANKLIN ELEC INC COM 4,740 2,487 110.44 175,095
SCHNITZER STL INDS CL A 3,759 -16,791 (81.71) 229,641
ENERNOC INC COM 3,435 -4,528 (56.86) 461,055
POWER INTEGRATIONS INC COM 2,703 New 69,762
MASTEC INC COM 1,240 New 71,400
CHART INDS INC COM PAR $0.01 566 New 18,900
AGCO CORP COM -264 Sold Out 0
METALICO INC COM -936 Sold Out 0


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