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Water Infrastructure

Pipes, pumps, valves, and meters move and measure water, and much of the installed network is old enough to lose a large share of what passes through it. Replacement is slow, locally funded, and unavoidable.

17 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
226
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$17.4M $0 1 0.85% Maintained
227
First Manhattan
First Manhattan
New York
$17.2M +$99.4K 7 0.1% Increased
228
Suntrust Banks
Suntrust Banks
Georgia
$17M -$56.6K 3 0.11% Reduced
229
RHBC
R.H. Bluestein & Co
Michigan
$16.7M -$1.76K 2 1.05% Reduced
230
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$16.7M $0 1 1.53% Maintained
231
ACI
AMP Capital Investors
Australia
$16.7M +$2.73M 4 0.1% Increased
232
Numeric Investors
Numeric Investors
Massachusetts
$16.6M +$16.5M 3 0.21% Increased
233
US Bancorp
US Bancorp
Minnesota
$16.6M -$1.09M 10 0.06% Reduced
234
FQ
First Quadrant
California
$16.4M $0 1 0.35% Maintained
235
Citigroup
Citigroup
New York
$16.2M +$2.74M 11 0.01% Increased
236
FIM
FourPoints Investment Managers
France
$16M -$6.88M 1 2.48% Reduced
237
SAM
Skyline Asset Management
Illinois
$15.8M +$654K 1 1.14% Increased
238
MSA
Mason Street Advisors
Wisconsin
$15.8M +$559K 6 0.11% Increased
239
Baird
Baird
Wisconsin
$15.6M +$12.6M 5 0.17% Increased
240
GIA
Guyasuta Investment Advisors
Pennsylvania
$15.4M -$265K 1 2.07% Reduced
241
WC
Walthausen & Co
New York
$15.1M -$5.38M 2 1.16% Reduced
242
Stifel Financial
Stifel Financial
Missouri
$14.8M +$498K 6 0.08% Increased
243
ARTA
A.R.T. Advisors
New York
$14.6M +$9.16M 6 0.55% Increased
244
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$14.6M -$3.99M 1 0.38% Reduced
245
TCW Group
TCW Group
California
$14.3M -$5.81M 3 0.06% Reduced
246
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$14.3M +$310K 3 1% Increased
247
Lazard Asset Management
Lazard Asset Management
New York
$14.2M -$2.98M 2 0.03% Reduced
248
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14M -$886K 5 0.09% Reduced
249
KLWA
Kelly Lawrence W & Associates
California
$14M -$69K 1 2.91% Reduced
250
ACM
American Capital Management
New York
$13.9M +$1.83M 1 1.51% Increased