IMPAX ASSET MANAGEMENT LTD Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 64
New Positions 1
Increased Positions 42
Decreased Positions 22
Positions with Activity 64
Sold Out Positions 3
Total Mkt Value (in $ millions) 1,717

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

Sector Weighting

Basic Materials 10.18%
Capital Goods 22.74%
Conglomerates
Consumer Cyclical 9.15%
Consumer/Non-Cyclical 3.59%
Energy
Financial
Healthcare 1.49%
Services 4.13%
Technology 29.59%
Transportation
Utilities 14.23%

64 Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
ENERNOC INC COM -3,723 Sold Out 0
MASTEC INC COM -1,960 Sold Out 0
QUANTA SVCS INC COM -16,666 Sold Out 0
REPUBLIC SVCS INC COM 7,786 -8,910 (53.37) 165,417
ADVANCED DRAIN SYS INC DEL COM 19,462 -6,749 (25.75) 841,800
STERICYCLE INC COM 22,370 -7,578 (25.3) 234,091
POOL CORPORATION COM 26,546 -7,456 (21.93) 303,700
DELPHI AUTOMOTIVE PLC SHS 20,582 -4,698 (18.58) 279,532
CLARCOR INC COM 26,689 -4,990 (15.75) 454,133
HUBBELL INC COM 10,254 -1,883 (15.51) 96,957
TRINA SOLAR LIMITED SPON ADR 34,185 -5,476 (13.81) 3,506,190
COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR 24,486 -3,203 (11.57) 3,204,980
FRANKLIN ELEC INC COM 12,409 -1,330 (9.68) 392,823
CLEAN HARBORS INC COM 20,959 -1,545 (6.87) 424,266
BORGWARNER INC COM 28,322 -1,956 (6.46) 788,466
ACUITY BRANDS INC COM 18,084 -1,244 (6.44) 74,150
BADGER METER INC COM 8,118 -350 (4.13) 113,803
AMERICAN WTR WKS CO INC NEW COM 109,570 -4,635 (4.06) 1,505,910
ROPER TECHNOLOGIES INC COM 46,714 -1,937 (3.98) 265,287
XYLEM INC COM 98,646 -3,952 (3.85) 2,361,087


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