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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
$35.2M -$2.32M 1 0.6% Reduced
227
William Blair & Company
William Blair & Company
Illinois
$34.9M +$2.25M 4 0.15% Increased
228
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$34.2M +$2.27M 1 1.15% Increased
229
INTECH Investment Management
INTECH Investment Management
Florida
$34M +$36.1M 4 0.2% New
230
Colony Group
Colony Group
Massachusetts
$33.8M +$94.8K 2 0.58% Increased
231
Norinchukin Bank
Norinchukin Bank
Japan
$33.5M -$405K 3 0.66% Reduced
232
Point72 Asset Management
Point72 Asset Management
Connecticut
$33.5M +$15.6M 3 0.14% Increased
233
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$32.9M -$406K 8 0.01% Reduced
234
Advisors Asset Management
Advisors Asset Management
Colorado
$32.9M -$3.18M 9 0.59% Reduced
235
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$32.7M -$7.51M 2 0.31% Reduced
236
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$32.3M -$99.9M 4 0.1% Reduced
237
Nicholas Company
Nicholas Company
Wisconsin
$31.7M +$39.1K 1 0.69% Increased
238
Two Sigma Investments
Two Sigma Investments
New York
$30.7M -$4.2M 5 0.1% Reduced
239
LPL Financial
LPL Financial
California
$30.2M +$2.21M 9 0.03% Increased
240
Osaic Holdings
Osaic Holdings
Arizona
$29.9M +$2.9M 10 0.07% Increased
241
MFC
Mechanics Financial Corp
Ohio
$29.7M +$14.9K 2 17.87% Increased
242
Quilter Plc
Quilter Plc
United Kingdom
$29.6M -$33.5M 1 1% Reduced
243
HP
Hikari Power
Japan
$29.4M $0 1 3.15% Maintained
244
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$29.3M +$316K 1 2.09% Increased
245
Calamos Advisors
Calamos Advisors
Illinois
$28.5M +$14.4M 3 0.12% Increased
246
MC
MIG Capital
California
$28.1M +$4.55M 1 4.63% Increased
247
HCM
Hahn Capital Management
California
$27.7M -$1.69M 2 7.32% Reduced
248
Balyasny Asset Management
Balyasny Asset Management
Illinois
$27.6M -$30.3M 5 0.09% Reduced
249
NPIC
Neumeier Poma Investment Counsel
California
$27.5M -$149K 1 2.15% Reduced
250
M&T Bank
M&T Bank
New York
$27.1M +$1.9M 3 0.13% Increased