IMPAX ASSET MANAGEMENT LTD Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 45
New Positions 4
Increased Positions 22
Decreased Positions 22
Positions with Activity 44
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,080

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

Sector Weighting

Basic Materials 10.23%
Capital Goods 30.03%
Conglomerates
Consumer Cyclical 12.54%
Consumer/Non-Cyclical 1.53%
Energy
Financial
Healthcare 0%
Services 10.41%
Technology 24.52%
Transportation
Utilities 10.74%

45 Positions as of 03/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
SCHNITZER STL INDS CL A 30,456 2,831 10.25 1,128,434
WATTS WATER TECHNOLOGIES INC CL A 63,787 13,928 27.93 1,049,823
HUBBELL INC CL B 2,706 New 22,377
3M CO COM -3,100 Sold Out 0
ACUITY BRANDS INC COM 2,352 -2,140 (47.64) 21,100
AEGION CORP COM 15,158 -5,500 (26.63) 686,500
AGILENT TECHNOLOGIES INC COM 22,292 -4,205 (15.87) 396,023
AMERICAN WTR WKS CO INC NEW COM 38,601 657 1.73 786,981
AQUA AMERICA INC COM 18,996 8,368 78.74 772,500
BADGER METER INC COM 13,337 -2,756 (17.13) 264,300
BORGWARNER INC COM 40,139 -233 (0.58) 612,904
CALIFORNIA WTR SVC GROUP COM 37,643 1,419 3.92 1,641,662
CLARCOR INC COM 43,070 -5,272 (10.91) 717,360
CLEAN HARBORS INC COM 56,739 863 1.55 962,664
DANAHER CORP DEL COM 38,353 8,845 29.97 509,939
DONALDSON INC COM 17,898 -822 (4.39) 446,100
ECOLAB INC COM 16,551 3,630 28.10 149,079
EMERSON ELEC CO COM 9,073 -2,227 (19.71) 135,260
ENERNOC INC COM 5,959 5,959 New 331,437
FLOWSERVE CORP COM 17,069 17,069 New 221,300


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