IMPAX ASSET MANAGEMENT LTD Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 43
New Positions 2
Increased Positions 28
Decreased Positions 10
Positions with Activity 38
Sold Out Positions 2
Total Mkt Value (in $ millions) 1,065

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

Sector Weighting

Basic Materials 10.25%
Capital Goods 31.96%
Conglomerates
Consumer Cyclical 12.25%
Consumer/Non-Cyclical 1.18%
Energy
Financial
Healthcare 0.12%
Services 11.56%
Technology 23.49%
Transportation
Utilities 9.2%

43 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
GORMAN RUPP CO COM -5,593 Sold Out 0
POWER INTEGRATIONS INC COM -15,365 Sold Out 0
THERMO FISHER SCIENTIFIC INC COM 1,241 New 10,400
HUBBELL INC CL B 2,619 -761 (22.51) 22,377
METALICO INC COM 2,716 New 1,676,726
3M CO COM 2,934 289 10.94 21,300
REPUBLIC SVCS INC COM 3,614 New 104,843
ACUITY BRANDS INC COM 5,077 New 40,300
QUANTA SVCS INC COM 9,424 9,424 New 257,200
TORO CO COM 9,746 New 154,921
AQUA AMERICA INC COM 10,965 1,685 18.15 432,200
EMERSON ELEC CO COM 11,529 3,073 36.34 168,460
ECOLAB INC COM 12,544 -3,498 (21.81) 116,379
MUELLER WTR PRODS INC COM SER A 15,140 3,275 27.60 1,600,400
ORMAT TECHNOLOGIES INC COM 15,574 294 1.92 567,768
LINDSAY CORP COM 15,794 15,794 New 178,500
BADGER METER INC COM 16,242 392 2.47 318,917
IDEX CORP COM 16,537 285 1.76 226,035
REXNORD CORP NEW COM 17,474 -3,041 (14.82) 628,105
VALMONT INDS INC COM 19,497 7,514 62.70 130,000