IMPAX ASSET MANAGEMENT LTD Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 58
New Positions 14
Increased Positions 54
Decreased Positions 4
Positions with Activity 58
Sold Out Positions 4
Total Mkt Value (in $ millions) 2,834

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

Sector Weighting

Basic Materials 9.46%
Capital Goods 25.2%
Conglomerates
Consumer Cyclical 12.57%
Consumer/Non-Cyclical 2.5%
Energy
Financial
Healthcare 0.26%
Services 5.55%
Technology 28.17%
Transportation
Utilities 12.48%

58 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
VALMONT INDS INC COM -11,998 Sold Out 0
TETRA TECH INC NEW COM -9,601 Sold Out 0
KEYSIGHT TECHNOLOGIES INC COM -8,756 Sold Out 0
EMERSON ELEC CO COM -7,903 Sold Out 0
AGCO CORP COM 245 245 New 5,096
METALICO INC COM 738 254 52.52 1,942,080
CHART INDS INC COM PAR $0.01 777 777 New 18,900
MASTEC INC COM 1,344 1,344 New 71,400
FRANKLIN ELEC INC COM 3,196 3,196 New 83,204
POWER INTEGRATIONS INC COM 3,650 3,650 New 69,762
SCHNITZER STL INDS CL A 19,910 4,373 28.15 1,255,375
ENERNOC INC COM 11,864 5,018 73.30 1,068,793
3M CO COM 6,339 6,339 New 39,200
REPUBLIC SVCS INC COM 10,197 6,900 209.35 259,060
THERMO FISHER SCIENTIFIC INC COM 7,252 7,252 New 54,900
ORMAT TECHNOLOGIES INC COM 29,510 9,861 50.18 801,034
HOLLYSYS AUTOMATION TECHNOLOGI SHS 10,480 10,480 New 452,509
INGERSOLL-RAND PLC SHS 11,899 11,899 New 176,700
SEALED AIR CORP NEW COM 16,506 12,033 268.96 374,720
HUBBELL INC CL B 14,572 12,095 488.26 131,634


Create your free portfolio