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) 2,860

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

Sector Weighting

Basic Materials 9.5%
Capital Goods 24.92%
Conglomerates
Consumer Cyclical 12.5%
Consumer/Non-Cyclical 2.48%
Energy
Financial
Healthcare 0.25%
Services 5.53%
Technology 28.22%
Transportation
Utilities 12.74%

58 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
EMERSON ELEC CO COM -7,798 Sold Out 0
KEYSIGHT TECHNOLOGIES INC COM -8,664 Sold Out 0
TETRA TECH INC NEW COM -9,760 Sold Out 0
VALMONT INDS INC COM -12,419 Sold Out 0
3M CO COM 6,232 6,232 New 39,200
ADVANCED DRAIN SYS INC DEL COM 40,679 40,679 New 1,410,000
AGCO CORP COM 246 246 New 5,096
CHART INDS INC COM PAR $0.01 775 775 New 18,900
COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR 38,446 38,446 New 6,333,735
DELPHI AUTOMOTIVE PLC SHS 27,653 27,653 New 331,132
FRANKLIN ELEC INC COM 3,222 3,222 New 83,204
HOLLYSYS AUTOMATION TECHNOLOGI SHS 10,747 10,747 New 452,509
INGERSOLL-RAND PLC SHS 12,127 12,127 New 176,700
MASTEC INC COM 1,277 1,277 New 71,400
POWER INTEGRATIONS INC COM 3,502 3,502 New 69,762
SENSATA TECHNOLOGIES HLDG NV SHS 13,716 13,716 New 236,479
THERMO FISHER SCIENTIFIC INC COM 7,138 7,138 New 54,900
TRINA SOLAR LIMITED SPON ADR 40,250 40,250 New 3,199,506
SCHNITZER STL INDS CL A 21,191 4,655 28.15 1,255,375
PALL CORP COM 127,698 34,485 37.00 1,314,307


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