IMPAX ASSET MANAGEMENT LTD Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 48
New Positions 3
Increased Positions 20
Decreased Positions 24
Positions with Activity 44
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,285

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

Sector Weighting

Basic Materials 11.6%
Capital Goods 27.33%
Conglomerates
Consumer Cyclical 12.07%
Consumer/Non-Cyclical 1.39%
Energy
Financial
Healthcare 0%
Services 5.71%
Technology 27.47%
Transportation
Utilities 12.61%

48 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
3M CO COM -4,040 Sold Out 0
AEGION CORP COM -7,312 Sold Out 0
LINDSAY CORP COM -19,216 Sold Out 0
THERMO FISHER SCIENTIFIC INC COM -3,880 Sold Out 0
TETRA TECH INC NEW COM 10,428 -24,562 (70.2) 388,245
VALMONT INDS INC COM 12,823 -16,909 (56.87) 99,800
QUANTA SVCS INC COM 6,529 -3,693 (36.13) 232,500
REPUBLIC SVCS INC COM 3,419 -1,768 (34.08) 83,743
EMERSON ELEC CO COM 8,485 -3,124 (26.91) 135,260
ACUITY BRANDS INC COM 3,526 -966 (21.5) 25,200
FLOWSERVE CORP COM 15,594 -3,354 (17.7) 259,900
CLEAN HARBORS INC COM 26,978 -5,448 (16.8) 546,107
AGILENT TECHNOLOGIES INC COM 20,369 -3,735 (15.49) 495,223
KEYSIGHT TECHNOLOGIES INC COM 8,369 -1,535 (15.49) 247,612
ROPER INDS INC NEW COM 41,485 -6,598 (13.72) 259,687
WATTS WATER TECHNOLOGIES INC CL A 72,833 -10,823 (12.94) 1,137,310
CLARCOR INC COM 47,171 -6,164 (11.56) 690,440
ITRON INC COM 43,046 -4,343 (9.17) 1,009,749
PERKINELMER INC COM 24,334 -2,292 (8.61) 553,160
METALICO INC COM 411 -38 (8.47) 1,273,324


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