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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
HCM
Hutchinson Capital Management
California
$22M -$104K 1 5.71% Reduced
227
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$21.8M -$1.74M 1 2.54% Reduced
228
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$21.5M +$289K 1 0.2% Increased
229
Fred Alger Management
Fred Alger Management
New York
$21.4M +$3.16M 2 0.1% Increased
230
DAM
Dorsey Asset Management
Illinois
$21.3M +$965K 1 7.67% Increased
231
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$21.2M -$1.75M 2 0.48% Reduced
232
CI
Cooper Investors
Australia
$20.9M -$6.5M 1 2.6% Reduced
233
ECP
Electron Capital Partners
New York
$20.9M +$3.92M 2 3.52% Increased
234
Nordea Investment Management
Nordea Investment Management
Sweden
$20.9M -$6.04M 2 0.05% Reduced
235
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$20.8M +$1.56M 3 0.26% Increased
236
AIA
AGF Investments America
Ontario, Canada
$20.6M +$48.5K 2 7.69% Increased
237
USAA
United Services Automobile Association
Texas
$20.5M +$1.5M 3 0.06% Increased
238
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$20.5M +$475K 3 0.12% Increased
239
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$20.4M +$2.16M 3 0.06% Increased
240
Candriam SCA
Candriam SCA
Luxembourg
$20.3M +$6.52M 3 0.35% Increased
241
SIM
Sprucegrove Investment Management
Ontario, Canada
$19.9M -$3.61M 1 1.14% Reduced
242
Great Lakes Advisors
Great Lakes Advisors
Illinois
$19.8M +$1.08M 2 0.43% Increased
243
Country Trust Bank
Country Trust Bank
Illinois
$19.6M -$182K 1 0.84% Reduced
244
TCM
Tributary Capital Management
Nebraska
$18.9M -$657K 2 1.64% Reduced
245
APG Asset Management
APG Asset Management
Netherlands
$18.8M -$29.3M 2 0.03% Reduced
246
Squarepoint
Squarepoint
New York
$18.4M +$9.82M 5 0.32% Increased
247
HP
Hikari Power
Japan
$18.4M +$108K 1 2.17% Increased
248
First Manhattan
First Manhattan
New York
$18.3M +$108K 7 0.1% Increased
249
Meag Munich Ergo
Meag Munich Ergo
Germany
$18.3M -$2.3M 3 0.7% Reduced
250
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$18.2M -$402K 1 0.84% Reduced