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) 1,225

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

Sector Weighting

Basic Materials 10.92%
Capital Goods 26.72%
Conglomerates
Consumer Cyclical 11.89%
Consumer/Non-Cyclical 1.41%
Energy
Financial
Healthcare 0%
Services 5.87%
Technology 27.68%
Transportation
Utilities 13.67%

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 -3,967 Sold Out 0
ACUITY BRANDS INC COM 3,822 -1,047 (21.5) 25,200
AEGION CORP COM -6,272 Sold Out 0
AGILENT TECHNOLOGIES INC COM 18,818 -3,450 (15.49) 495,223
AMERICAN WTR WKS CO INC NEW COM 68,913 21,028 43.91 1,216,045
AQUA AMERICA INC COM 24,999 2,280 10.04 901,200
BADGER METER INC COM 23,926 5,420 29.29 412,658
BORGWARNER INC COM 42,304 6,958 19.69 793,394
CALIFORNIA WTR SVC GROUP COM 48,740 -2,641 (5.14) 1,937,991
CLARCOR INC COM 43,353 -5,665 (11.56) 690,440
CLEAN HARBORS INC COM 26,290 -5,309 (16.8) 546,107
DANAHER CORP DEL COM 48,876 3,223 7.06 589,939
DONALDSON INC COM 18,374 New 506,600
ECOLAB INC COM 17,254 3,967 29.86 166,579
EMERSON ELEC CO COM 7,606 -2,800 (26.91) 135,260
ENERNOC INC COM 10,226 2,279 28.68 616,738
FLOWSERVE CORP COM 13,850 -2,979 (17.7) 259,900
GENERAC HLDGS INC COM 25,443 4,689 22.59 566,038
HD SUPPLY HLDGS INC COM 14,304 14,304 New 503,500
HUBBELL INC CL B 2,340 New 22,377


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