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) 1,505

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

Sector Weighting

Basic Materials 7.94%
Capital Goods 27.05%
Conglomerates
Consumer Cyclical 11.89%
Consumer/Non-Cyclical 2.01%
Energy
Financial
Healthcare 0.8%
Services 5.56%
Technology 28.41%
Transportation
Utilities 12.1%

57 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
THERMO FISHER SCIENTIFIC INC COM 12,061 4,903 68.49 92,500
ORMAT TECHNOLOGIES INC COM 10,760 -19,455 (64.39) 285,266
SENSATA TECHNOLOGIES HLDG NV SHS 10,321 -2,063 (16.66) 197,079
ROCKWELL AUTOMATION INC COM 9,833 9,833 New 78,400
VALMONT INDS INC COM 9,773 9,773 New 80,950
HUBBELL INC CL B 8,620 -5,518 (39.03) 80,257
FLOWSERVE CORP COM 8,165 -27,682 (77.22) 159,100
REPUBLIC SVCS INC COM 6,802 -3,472 (33.79) 171,517
3M CO COM 6,343 264 4.34 40,900
FRANKLIN ELEC INC COM 5,545 2,910 110.44 175,095
SCHNITZER STL INDS CL A 4,535 -20,258 (81.71) 229,641
ENERNOC INC COM 4,500 -5,932 (56.86) 461,055
POWER INTEGRATIONS INC COM 3,037 New 69,762
MASTEC INC COM 1,384 New 71,400
CHART INDS INC COM PAR $0.01 667 New 18,900
AGCO CORP COM -278 Sold Out 0
METALICO INC COM -888 Sold Out 0