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) 1,534

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

Sector Weighting

Basic Materials 8.04%
Capital Goods 26.61%
Conglomerates
Consumer Cyclical 11.68%
Consumer/Non-Cyclical 2.02%
Energy
Financial
Healthcare 0.78%
Services 5.62%
Technology 28.79%
Transportation
Utilities 12.45%

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 -259 Sold Out 0
METALICO INC COM -623 Sold Out 0
CHART INDS INC COM PAR $0.01 613 New 18,900
MASTEC INC COM 1,261 New 71,400
POWER INTEGRATIONS INC COM 3,541 New 69,762
SCHNITZER STL INDS CL A 4,113 -18,371 (81.71) 229,641
ENERNOC INC COM 4,435 -5,846 (56.86) 461,055
FRANKLIN ELEC INC COM 6,162 3,234 110.44 175,095
3M CO COM 6,506 270 4.34 40,900
REPUBLIC SVCS INC COM 6,910 -3,527 (33.79) 171,517
HUBBELL INC CL B 8,670 -5,550 (39.03) 80,257
FLOWSERVE CORP COM 8,751 -29,667 (77.22) 159,100
ROCKWELL AUTOMATION INC COM 9,635 9,635 New 78,400
VALMONT INDS INC COM 10,074 10,074 New 80,950
ORMAT TECHNOLOGIES INC COM 10,583 -19,135 (64.39) 285,266
SENSATA TECHNOLOGIES HLDG NV SHS 10,857 -2,171 (16.66) 197,079
SEALED AIR CORP NEW COM 11,520 -6,729 (36.87) 236,552
THERMO FISHER SCIENTIFIC INC COM 11,991 4,874 68.49 92,500
GENERAC HLDGS INC COM 13,730 -24,582 (64.16) 328,627
INGERSOLL-RAND PLC SHS 14,409 2,256 18.56 209,500


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