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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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$41.3M +$601K 7 0.18% Increased
227
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$41.1M +$41.1M 3 0.85% New
228
SIC
Schwartz Investment Counsel
Michigan
$41.1M $0 1 1.8% Maintained
229
Fisher Asset Management
Fisher Asset Management
Washington
$40.9M +$3.45M 4 0.02% Increased
230
WIM
Weitz Investment Management
Nebraska
$40.7M $0 1 2.34% Maintained
231
LPL Financial
LPL Financial
California
$40.3M +$3.02M 8 0.03% Increased
232
Todd Asset Management
Todd Asset Management
Kentucky
$40.1M +$34K 1 0.97% Increased
233
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$40M +$2.59M 3 0.07% Increased
234
SCM
Sirios Capital Management
Massachusetts
$39.2M +$603K 1 6.91% Increased
235
Martingale Asset Management
Martingale Asset Management
Massachusetts
$38.7M -$728K 3 0.75% Reduced
236
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$38.6M +$6.43M 9 0.27% Increased
237
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$38.5M +$4.24M 6 0.23% Increased
238
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$38.3M +$1.48M 8 0.38% Increased
239
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$38.2M +$5.04M 1 2.39% Increased
240
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$37.3M -$3.45M 4 0.19% Reduced
241
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$36.9M -$2.22M 8 0.07% Reduced
242
NC
Nekton Capital
United Kingdom
$36.9M +$8.18M 1 6.15% Increased
243
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$36.8M +$25.4M 2 0.1% Increased
244
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$36.5M -$8.12M 1 1.22% Reduced
245
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$36M +$6.42M 8 0.15% Increased
246
TAM
Thematics Asset Management
France
$35.9M +$4.97M 3 1.95% Increased
247
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$35.9M +$5.11M 5 0.16% Increased
248
Colony Group
Colony Group
Massachusetts
$35.7M +$2.25M 3 0.53% Increased
249
William Blair & Company
William Blair & Company
Illinois
$35.6M +$434K 4 0.14% Increased
250
M&T Bank
M&T Bank
New York
$35.5M +$1.9M 3 0.14% Increased