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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
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$20.4M -$8.42M 4 0.83% Reduced
227
TPCM
Tide Point Capital Management
Connecticut
$19.7M -$26.6M 1 1.01% Reduced
228
HCM
Hutchinson Capital Management
California
$19.6M +$970K 1 5.27% Increased
229
CBOA
Commonwealth Bank of Australia
Australia
$19.2M +$744K 3 0.19% Increased
230
FQ
First Quadrant
California
$19.1M +$2.38M 2 0.37% Increased
231
AIA
AGF Investments America
Ontario, Canada
$19.1M $0 2 7.29% Maintained
232
DAM
Dorsey Asset Management
Illinois
$19.1M -$4.23K 1 8.26% Reduced
233
Meag Munich Ergo
Meag Munich Ergo
Germany
$19M +$369K 2 0.78% Increased
234
TCM
Tributary Capital Management
Nebraska
$19M +$520K 2 1.63% Increased
235
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$18.7M +$568K 1 0.18% Increased
236
MFP
Michael F. Price
$18.7M $0 1 2.59% Maintained
237
Country Trust Bank
Country Trust Bank
Illinois
$18.5M +$140K 1 0.84% Increased
238
Macquarie Group
Macquarie Group
Australia
$18.3M -$1.41M 3 0.03% Reduced
239
LM
Luminus Management
Texas
$18.2M +$16.1M 1 0.48% New
240
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$17.7M -$1.3M 3 0.23% Reduced
241
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$17.5M -$48.6K 1 0.91% Reduced
242
CIP
Champlain Investment Partners
Vermont
$17.5M +$335K 1 0.21% Increased
243
NIMI
Natixis Investment Managers International
France
$17.5M -$1.84M 3 1.51% Reduced
244
First Manhattan
First Manhattan
New York
$17.5M -$310K 6 0.1% Reduced
245
USAA
United Services Automobile Association
Texas
$17.4M +$3.08M 3 0.05% Increased
246
Highbridge Capital Management
Highbridge Capital Management
New York
$17.4M +$6.31M 3 0.26% Increased
247
Glenview Trust
Glenview Trust
Kentucky
$17.2M -$226K 1 1.26% Reduced
248
HP
Hikari Power
Japan
$17.2M $0 1 2.22% Maintained
249
Fred Alger Management
Fred Alger Management
New York
$17.1M +$16.1M 2 0.08% Increased
250
CS
Central Securities
New York
$17M $0 1 2.92% Maintained