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) 2,844

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

Sector Weighting

Basic Materials 9.49%
Capital Goods 25.25%
Conglomerates
Consumer Cyclical 12.57%
Consumer/Non-Cyclical 2.46%
Energy
Financial
Healthcare 0.25%
Services 5.52%
Technology 27.98%
Transportation
Utilities 12.65%

58 Positions as of 12/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
3M CO COM 6,234 6,234 New 39,200
ACUITY BRANDS INC COM 21,370 17,006 389.68 123,400
ADVANCED DRAIN SYS INC DEL COM 40,115 40,115 New 1,410,000
AGCO CORP COM 263 263 New 5,096
AGILENT TECHNOLOGIES INC COM 59,532 38,762 186.63 1,419,446
AMERICAN WTR WKS CO INC NEW COM 133,157 66,737 100.48 2,437,885
AQUA AMERICA INC COM 50,507 26,247 108.19 1,876,200
BADGER METER INC COM 42,176 16,175 62.21 669,360
BORGWARNER INC COM 91,676 43,659 90.93 1,514,798
CALIFORNIA WTR SVC GROUP COM 95,786 48,247 101.49 3,904,849
CHART INDS INC COM PAR $0.01 682 682 New 18,900
CLARCOR INC COM 70,747 26,420 59.60 1,101,973
CLEAN HARBORS INC COM 62,255 31,640 103.35 1,110,511
COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR 37,876 37,876 New 6,333,735
DANAHER CORP DEL COM 100,855 52,073 106.75 1,219,678
DELPHI AUTOMOTIVE PLC SHS 28,491 28,491 New 331,132
DONALDSON INC COM 38,001 19,895 109.88 1,063,264
ECOLAB INC COM 70,041 51,056 268.93 614,558
EMERSON ELEC CO COM -8,047 Sold Out 0
ENERNOC INC COM 13,157 5,565 73.30 1,068,793


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