IMPAX ASSET MANAGEMENT LTD Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 57
New Positions 3
Increased Positions 10
Decreased Positions 44
Positions with Activity 54
Sold Out Positions 2
Total Mkt Value (in $ millions) 1,516

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

Sector Weighting

Basic Materials 7.94%
Capital Goods 27.14%
Conglomerates
Consumer Cyclical 11.92%
Consumer/Non-Cyclical 2.01%
Energy
Financial
Healthcare 0.8%
Services 5.49%
Technology 28.52%
Transportation
Utilities 11.98%

57 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
AGCO CORP COM -281 Sold Out 0
METALICO INC COM -971 Sold Out 0
CHART INDS INC COM PAR $0.01 695 New 18,900
3M CO COM 6,355 264 4.34 40,900
POWER INTEGRATIONS INC COM 3,088 New 69,762
MASTEC INC COM 1,392 New 71,400
ROCKWELL AUTOMATION INC COM 9,889 9,889 New 78,400
HUBBELL INC CL B 8,668 -5,549 (39.03) 80,257
VALMONT INDS INC COM 9,795 9,795 New 80,950
THERMO FISHER SCIENTIFIC INC COM 12,113 4,924 68.49 92,500
ACUITY BRANDS INC COM 18,796 -4,527 (19.41) 99,450
FLOWSERVE CORP COM 8,342 -28,281 (77.22) 159,100
REPUBLIC SVCS INC COM 6,765 -3,453 (33.79) 171,517
FRANKLIN ELEC INC COM 5,640 2,960 110.44 175,095
LINDSAY CORP COM 16,345 16,345 New 185,800
SENSATA TECHNOLOGIES HLDG NV SHS 10,422 -2,083 (16.66) 197,079
INGERSOLL-RAND PLC SHS 14,143 2,214 18.56 209,500
SCHNITZER STL INDS CL A 4,496 -20,084 (81.71) 229,641
SEALED AIR CORP NEW COM 12,270 -7,167 (36.87) 236,552
ECOLAB INC COM 30,479 -38,849 (56.04) 270,179


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