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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
AAM
AMI Asset Management
California
$35.1M +$33.4M 1 1.74% New
227
Nicholas Company
Nicholas Company
Wisconsin
$35M -$8.21K 1 0.66% Reduced
228
1832 Asset Management
1832 Asset Management
Ontario, Canada
$34.8M -$275K 2 0.08% Reduced
229
PGGM Investments
PGGM Investments
Netherlands
$34.5M +$1.93M 1 0.16% Increased
230
Macquarie Group
Macquarie Group
Australia
$34.4M +$1.01M 9 0.05% Increased
231
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$33.8M +$7.25M 1 2.92% Increased
232
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$33.4M +$41.9K 3 0.34% Increased
233
HCM
Hahn Capital Management
California
$33.1M -$942K 2 6.78% Reduced
234
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$32.9M +$2.28M 7 0.08% Increased
235
SCM
Sirios Capital Management
Massachusetts
$32.5M +$1.26M 1 2.53% Increased
236
Washington Trust
Washington Trust
Rhode Island
$32.1M +$1.57M 5 1.04% Increased
237
NPIC
Neumeier Poma Investment Counsel
California
$32M +$482K 1 2.12% Increased
238
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$31.9M +$102K 4 0.21% Increased
239
Nomura Asset Management
Nomura Asset Management
Japan
$31.2M +$5.72M 3 0.21% Increased
240
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$31.2M +$1.53M 3 0.24% Increased
241
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$31.1M +$28.8M 1 0.46% New
242
DnB Asset Management
DnB Asset Management
Norway
$31M +$14.5M 2 0.27% Increased
243
Rathbones Group
Rathbones Group
United Kingdom
$30.9M -$19.3K 3 0.44% Reduced
244
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$30.8M +$1.41M 1 1.02% Increased
245
HP
Hikari Power
Japan
$30.4M $0 1 3.4% Maintained
246
First Merchants Corp
First Merchants Corp
Indiana
$30.3M +$205K 2 2.09% Increased
247
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$29.8M +$645K 11 0.19% Increased
248
ELI
Empire Life Investments
Ontario, Canada
$29.8M +$74K 2 2.11% Increased
249
RMCM
Reynders McVeigh Capital Management
Massachusetts
$29.8M -$417K 2 2.03% Reduced
250
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$29.5M -$51.6M 8 0.13% Reduced