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) 1,543

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

Sector Weighting

Basic Materials 8.15%
Capital Goods 26.54%
Conglomerates
Consumer Cyclical 11.76%
Consumer/Non-Cyclical 2.03%
Energy
Financial
Healthcare 0.78%
Services 5.59%
Technology 28.66%
Transportation
Utilities 12.42%

57 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SEALED AIR CORP NEW COM 11,556 -6,750 (36.87) 236,552
SENSATA TECHNOLOGIES HLDG NV SHS 10,924 -2,184 (16.66) 197,079
ORMAT TECHNOLOGIES INC COM 10,743 -19,424 (64.39) 285,266
VALMONT INDS INC COM 10,115 10,115 New 80,950
ROCKWELL AUTOMATION INC COM 9,842 9,842 New 78,400
FLOWSERVE CORP COM 8,817 -29,894 (77.22) 159,100
HUBBELL INC CL B 8,739 -5,594 (39.03) 80,257
REPUBLIC SVCS INC COM 6,880 -3,511 (33.79) 171,517
3M CO COM 6,506 270 4.34 40,900
FRANKLIN ELEC INC COM 6,163 3,235 110.44 175,095
ENERNOC INC COM 4,569 -6,023 (56.86) 461,055
SCHNITZER STL INDS CL A 4,287 -19,150 (81.71) 229,641
POWER INTEGRATIONS INC COM 3,498 New 69,762
MASTEC INC COM 1,297 New 71,400
CHART INDS INC COM PAR $0.01 628 New 18,900
AGCO CORP COM -258 Sold Out 0
METALICO INC COM -668 Sold Out 0


Create your free portfolio