Impax Environmental Markets : Holdings as at 31 December 2022
April 12, 2023 at 09:40 am EDT
Share
Holdings
IMPAX ENVIRONMENTAL MARKETS PLC
30/12/2022
Run Date 1-Jul-2013
ISIN
Security
Holding
Value (£m)
% of net
assets
Listed
NL0000852564
Aalberts Industries
873,913.00
28.0
2.2
US00790R1041
Advanced Drainage Systems
267,038.00
18.1
1.4
TW0002395001
Advantech Co. Ltd
2,449,830.00
21.9
1.7
KYG014081064
Airtac International Group
920,801.00
23.1
1.8
US0213691035
Altair Engineering Inc
555,560.00
20.9
1.6
US0304201033
American Water Works Co Inc
217,151.00
27.4
2.1
IL0010943905
Amiad Water Systems
1,341,468.00
4.6
0.4
US05478C1053
Azek Co Inc/The
1,081,831.00
18.2
1.4
US0565251081
Badger Meter Inc.
200,987.00
18.1
1.4
CA0923821007
Blackline Saftey Corp
2,070,439.00
2.3
0.2
NO0010657505
Borregaard ASA
1,824,195.00
23.4
1.8
AU000000BXB1
Brambles Ltd.
4,929,664.00
33.3
2.6
CH0002432174
Bucher Industries
102,097.00
35.7
2.8
US20441A1025
Companhia de Saneamento Basico do Estado de Sao Paulo ADS
2,074,058.00
18.3
1.4
US1844961078
Clean Harbors Inc.
386,293.00
36.4
2.9
NL0010583399
Corbion NV
927,240.00
26.1
2.0
KR7021240007
Coway Co. Ltd.
405,580.00
14.9
1.2
GB00BJFFLV09
Croda International Plc
437,829.00
28.9
2.3
US2290503075
Cryoport Inc
708,504.00
10.1
0.8
US2372661015
Darling Ingredients Inc
524,303.00
27.1
2.1
CA2499061083
Descartes Systems Grp/The
418,443.00
24.1
1.9
GB0033057794
Dialight PLC
952,235.00
2.9
0.2
GB0000055888
Discoverie Group Plc
2,032,315.00
14.9
1.2
US2576511099
Donaldson Co. Inc.
589,735.00
28.7
2.2
ES0127797019
EDP Renovaveis S/A
1,160,182.00
21.1
1.7
FR0014000MR3
Eurofins Scientific SE
602,775.00
35.8
2.8
US3687361044
Generac Holdings Inc.
219,266.00
18.2
1.4
TW0009921007
Giant Manufacturing
3,604,113.00
19.5
1.5
US3886891015
Graphic Packaging Holding Co
1,634,838.00
30.1
2.4
US42704L1044
HERC Holdings INC
217,240.00
23.6
1.9
INE203G01027
Indraprastha Gas Ltd
5,576,749.00
23.1
1.8
NL0000009827
Koninklijke DSM
337,034.00
34.1
2.7
CH0022427626
LEM Holding S.A.
12,953.00
20.8
1.6
US5261071071
Lennox International Inc.
112,515.00
22.2
1.7
AT0000644505
Lenzing AG
234,159.00
11.4
0.9
US5370081045
Littelfuse
146,994.00
26.7
2.1
US6098391054
Monolithic Power Systems Inc
77,359.00
22.6
1.8
SE0015988019
Nibe Industrier AB-B SHS
2,686,010.00
21.3
1.7
DE000A1H8BV3
Norma Group AG
743,436.00
11.2
0.9
CA6665111002
Northland Power Inc
1,307,692.00
29.7
2.3
US6866881021
Ormat Technologies Inc
339,145.00
24.2
1.9
IE00BLS09M33
Pentair Ltd.
808,853.00
30.1
2.4
GB0006963689
Porvair PLC
1,653,321.00
10.1
0.8
US69370C1009
PTC Inc.
359,282.00
35.6
2.8
DE0007010803
Rational AG
31,398.00
15.4
1.2
US7549071030
Rayonier Inc
849,683.00
23.1
1.8
US7599161095
Repligen Corp
166,234.00
23.2
1.8
NL0011821392
Philips Lighting
843,687.00
23.4
1.8
IE00B1RR8406
SMURFIT KAPPA GROUP PLC
779,445.00
23.9
1.9
US83417M1045
Solaregdge Technologies Inc
80,720.00
18.9
1.5
GB00BWFGQN14
Spirax-Sarco Engineering plc
304,219.00
32.3
2.5
US8589121081
Stericycle Inc.
802,709.00
33.1
2.6
GRS496003005
Terna Energy SA
1,206,212.00
21.8
1.7
US8962391004
Trimble Navigation Ltd.
560,478.00
23.4
1.8
DK0061539921
Vestas Wind Systems A/S
1,147,109.00
27.8
2.2
US9427491025
Watts Water Technologies Inc. Cl A
167,431.00
20.3
1.6
KYG9829N1025
Xinyi Solar Holdings Ltd.
21,344,627.00
19.5
1.5
US98983L1089
Zurn Water Solutions Corp
1,014,085.00
17.7
1.4
Unlisted
ENSYN
Ensyn Corp Common Stock
-
0.00
Total holdings
1,302.60
102.00
Bank loan
(51.90)
(4.10)
Cash and other net assets
25.30
2.00
Total
1,276.00
100.00
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Impax Environmental Markets plc published this content on 12 April 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 12 April 2023 13:39:07 UTC.
Impax Environmental Markets plc is a United Kingdom-based investment company. The investment objective of the Company is to enable investors to benefit from growth in the markets for cleaner or more efficient delivery of basic services of energy, water and waste. It makes investments in quoted companies which provide, utilize, implement or advise upon technology-based systems, products or services in environmental markets, particularly those of alternative energy and energy efficiency, water treatment and pollution control, and waste technology and resource management, including sustainable food, agriculture and forestry. It invests in various sectors, including alternative energy, energy management and efficiency, transport solutions, sustainable food and agriculture, water infrastructure and technologies, resource efficiency and waste management, environmental services and resources, and digital infrastructure. Its investment manager is Impax Asset Management (AIFM) Limited.