Impax Asset Management (AIFM) Ltd 13F 持仓 · 最近申报 2018年Q2
Impax Asset Management (AIFM) 在 2018年Q2（报告期截至 2018-06-30）的 SEC 13F 申报中报告了 24 只证券，申报市值合计 3.77 亿美元。前几大持仓：PTC（5.95%）、WBT（5.55%）、ORA（5.42%）。本季前 25 大持仓中：新建仓 2 只、增持 7 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PTC | PTC Inc | $22.4M | 5.95% | 239,011 | 持平 |
| 2 | WBT | Welbilt Inc | $20.9M | 5.55% | 936,991 | 增持 |
| 3 | ORA | Ormat Technologies Inc | $20.4M | 5.42% | 384,255 | 增持 |
| 4 | GNRC | Generac Holdings Inc | $20.2M | 5.37% | 391,379 | 减持 |
| 5 | TRMB | Trimble Inc | $20.2M | 5.35% | 614,471 | 增持 |
| 6 | AWK | American Water Works Co Inc | $20.1M | 5.34% | 235,844 | 持平 |
| 7 | POWI | Power Integrations Inc | $19.7M | 5.23% | 270,037 | 减持 |
| 8 | WTS | Watts Water Technologies Inc | $19.6M | 5.20% | 249,857 | 持平 |
| 9 | ST | Sensata Technologies Holding P | $18.5M | 4.91% | 388,896 | 新建仓 |
| 10 | AOS | AO Smith Corp | $17.8M | 4.73% | 301,583 | 持平 |
| 11 | FELE | Franklin Electric Co Inc | $17.6M | 4.67% | 390,428 | 增持 |
| 12 | XYL | Xylem Inc/NY | $17.4M | 4.60% | 257,520 | 增持 |
| 13 | RYN | Rayonier Inc | $16.8M | 4.46% | 434,679 | 减持 |
| 14 | UNFI | United Natural Foods Inc | $14.7M | 3.91% | 345,037 | 持平 |
| 15 | CLH | Clean Harbors Inc | $14.7M | 3.89% | 263,916 | 持平 |
| 16 | ITRI | Itron Inc | $14.0M | 3.71% | 232,588 | 持平 |
| 17 | LII | Lennox International Inc | $13.7M | 3.64% | 68,460 | 持平 |
| 18 | SBS | Cia de Saneamento Basico do Es | $11.7M | 3.11% | 1.9M | 增持 |
| 19 | WMS | Advanced Drainage Systems Inc | $11.4M | 3.03% | 399,318 | 持平 |
| 20 | BMI | Badger Meter Inc | $11.3M | 3.01% | 253,917 | 持平 |
| 21 | DCI | Donaldson Co Inc | $10.9M | 2.90% | 242,498 | 增持 |
| 22 | AYI | Acuity Brands Inc | $9.7M | 2.58% | 83,978 | 持平 |
| 23 | SPWRQ | SunPower Corp | $6.5M | 1.73% | 850,654 | 减持 |
| 24 | ICHR | Ichor Holdings Ltd | $6.4M | 1.70% | 301,947 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2018-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR