Impax Captures Environmental Investment Opportunities Amid Scarcity

Luciano Lilloy of Impax Asset Management says the NEI Environmental Leaders Fund is targeting companies that optimize scarce resources, in a March 2, 2026 paid piece. He outlines four corporate responses—digitization, electrification, closing loops, and resilience—and highlights suppliers to data centres such as Hubbell, Infineon, Xylem, Autodesk and Waste Management. The fund requires at least 20% revenue from environmental products and favors diversified, valuation-sensitive exposure.