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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
Douglas Lane & Associates
Douglas Lane & Associates
New York
$44.6M +$208K 1 0.63% Increased
227
Royce & Associates
Royce & Associates
New York
$44.2M -$512K 4 0.38% Reduced
228
Erste Asset Management
Erste Asset Management
Austria
$44.1M -$3.6M 2 0.84% Reduced
229
SIC
Schwartz Investment Counsel
Michigan
$44M -$135K 1 1.85% Reduced
230
Pacer Advisors
Pacer Advisors
Pennsylvania
$42.3M +$21M 4 0.35% Increased
231
RHBC
R.H. Bluestein & Co
Michigan
$42.1M -$16.9M 5 1.77% Reduced
232
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$42M -$10.3M 7 0.25% Reduced
233
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$41.2M -$958K 2 0.54% Reduced
234
Aberdeen Group
Aberdeen Group
United Kingdom
$40.9M -$2.17M 6 0.1% Reduced
235
Advisors Asset Management
Advisors Asset Management
Colorado
$40.4M -$2.57M 9 0.62% Reduced
236
Norinchukin Bank
Norinchukin Bank
Japan
$40.3M +$434K 3 0.54% Increased
237
Davenport & Co
Davenport & Co
Virginia
$40.1M +$1.69M 3 0.27% Increased
238
Two Sigma Investments
Two Sigma Investments
New York
$38.7M -$6.65M 6 0.11% Reduced
239
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$38.6M -$2.89M 9 0.01% Reduced
240
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$38.4M +$349K 5 0.21% Increased
241
Nicholas Company
Nicholas Company
Wisconsin
$37.9M $0 1 0.68% Maintained
242
MFC
Mechanics Financial Corp
Ohio
$37.6M +$3.33K 2 19.28% Increased
243
Colony Group
Colony Group
Massachusetts
$37.2M +$6.81M 3 0.56% Increased
244
William Blair & Company
William Blair & Company
Illinois
$37M +$3.31M 3 0.13% Increased
245
Panagora Asset Management
Panagora Asset Management
Massachusetts
$36.9M +$12.6M 7 0.2% Increased
246
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$36.9M -$10.8M 2 0.25% Reduced
247
Martingale Asset Management
Martingale Asset Management
Massachusetts
$36.8M -$743K 6 0.55% Reduced
248
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$36.7M +$801K 3 0.2% Increased
249
WIM
Weitz Investment Management
Nebraska
$36.5M +$4.96M 1 1.62% Increased
250
Trillium Asset Management
Trillium Asset Management
Massachusetts
$35.2M -$4.87M 1 0.94% Reduced