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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
Macquarie Group
Macquarie Group
Australia
$36.6M +$2.3M 9 0.05% Increased
227
Douglas Lane & Associates
Douglas Lane & Associates
New York
$36.5M +$10.7M 1 0.57% Increased
228
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$36.3M -$11.2M 2 1.31% Reduced
229
Aviva
Aviva
United Kingdom
$36.3M -$166K 6 0.18% Reduced
230
AIG
American International Group
New York
$36.2M -$500K 12 0.13% Reduced
231
FTCM
Fir Tree Capital Management
New York
$35.9M -$12M 1 1.43% Reduced
232
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$35.6M +$24.8M 11 0.39% Increased
233
Country Trust Bank
Country Trust Bank
Illinois
$35.5M +$8.32M 1 1.13% Increased
234
NPIC
Neumeier Poma Investment Counsel
California
$35.5M -$394K 1 2.13% Reduced
235
1832 Asset Management
1832 Asset Management
Ontario, Canada
$35.3M +$1.37M 2 0.08% Increased
236
SAM
Scopus Asset Management
New York
$34.9M -$8.9M 2 0.44% Reduced
237
Advisors Asset Management
Advisors Asset Management
Colorado
$34.8M +$4.77M 8 0.54% Increased
238
First Merchants Corp
First Merchants Corp
Indiana
$34.7M +$692K 2 2.31% Increased
239
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$34.4M +$2.47M 1 1.08% Increased
240
Rathbones Group
Rathbones Group
United Kingdom
$34.3M +$2.59M 2 0.44% Increased
241
Nomura Asset Management
Nomura Asset Management
Japan
$34.3M +$848K 3 0.22% Increased
242
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$34.3M +$2.78M 8 0.16% Increased
243
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$33.2M +$2.3M 3 0.22% Increased
244
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$33.2M -$364K 3 0.33% Reduced
245
PGGM Investments
PGGM Investments
Netherlands
$32.7M -$3.18M 2 0.14% Reduced
246
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$32.4M +$435K 4 0.2% Increased
247
Nicholas Company
Nicholas Company
Wisconsin
$32.4M -$357K 1 0.6% Reduced
248
Martingale Asset Management
Martingale Asset Management
Massachusetts
$32.2M +$20.7M 3 0.37% Increased
249
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$32M +$16.3M 8 0.47% Increased
250
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$31.6M +$46.2K 1 2.62% Increased