$345 Million is the total value of Impax Asset Management (AIFM) Ltd's 22 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| POWI | Buy | Power Integrations Inc | $21,147,000 | +5.0% | 309,398 | +13.0% | 6.13% | +12.8% |
| AWK | Buy | American Water Works Co Inc | $19,370,000 | -2.5% | 235,844 | +8.6% | 5.62% | +4.7% |
| ORA | Buy | Ormat Technologies Inc | $17,371,000 | -6.3% | 308,106 | +6.3% | 5.04% | +0.7% |
| ITRI | Buy | Itron Inc | $16,642,000 | +13.5% | 232,588 | +8.1% | 4.82% | +21.9% |
| WBT | Buy | Welbilt Inc | $16,131,000 | +35.8% | 829,363 | +64.1% | 4.68% | +45.9% |
| FELE | Buy | Franklin Electric Co Inc | $15,043,000 | -9.3% | 369,163 | +2.2% | 4.36% | -2.5% |
| TRMB | Buy | Trimble Inc | $14,467,000 | -9.2% | 403,205 | +2.8% | 4.19% | -2.5% |
| LII | Buy | Lennox International Inc | $13,991,000 | +12.3% | 68,460 | +14.4% | 4.06% | +20.7% |
| DCI | Buy | Donaldson Co Inc | $9,511,000 | +13.0% | 211,119 | +22.7% | 2.76% | +21.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-17
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| XYLEM INC (UN*) | 15 | Q2 2018 | 6.5% |
| CLEAN HARBORS INC (UN*) | 15 | Q2 2018 | 7.5% |
| AMERICAN WATER WORKS CO INC (U | 15 | Q2 2018 | 7.0% |
| Watts Water Technologies Inc | 15 | Q2 2018 | 5.9% |
| ORMAT TECHNOLOGIES INC (UN*) | 15 | Q2 2018 | 5.6% |
| ITRON INC (US) | 15 | Q2 2018 | 5.6% |
| SMITH (A.O.) CORP (UN*) | 15 | Q2 2018 | 5.7% |
| GENERAC HOLDINGS INC (UN*) | 15 | Q2 2018 | 6.2% |
| TRIMBLE NAVIGATION LTD (UW*) | 15 | Q2 2018 | 5.8% |
| DONALDSON CO INC (UN*) | 15 | Q2 2018 | 5.3% |
View Impax Asset Management (AIFM) Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2024-08-05 |
| 13F-NT | 2024-04-30 |
| 13F-NT | 2024-01-26 |
| 13F-NT | 2023-11-07 |
| 13F-NT | 2023-08-07 |
| 13F-NT | 2023-05-10 |
| 13F-NT/A | 2023-02-09 |
| 13F-NT | 2023-02-09 |
| 13F-NT | 2022-11-08 |
| 13F-NT | 2022-08-04 |
View Impax Asset Management (AIFM) Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.