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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
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$49.4M +$3.95M 5 0.26% Increased
227
WIM
Weitz Investment Management
Nebraska
$49.2M +$4.53M 1 2.62% Increased
228
Fisher Asset Management
Fisher Asset Management
Washington
$48.7M +$3.6M 4 0.03% Increased
229
TC
TwinBeech Capital
New York
$47.5M +$19.9M 3 0.94% Increased
230
Covea Finance
Covea Finance
France
$46.7M -$308K 2 2.55% Reduced
231
CRM
Cramer Rosenthal McGlynn
Connecticut
$45.5M +$7.38M 2 2.28% Increased
232
Truist Financial
Truist Financial
North Carolina
$45.5M -$4.68M 8 0.08% Reduced
233
PWLP
Prio Wealth Limited Partnership
Massachusetts
$45.4M -$1.12M 3 1.62% Reduced
234
Royce & Associates
Royce & Associates
New York
$44.2M -$9.44M 5 0.43% Reduced
235
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$43.3M -$1.37M 3 0.87% Reduced
236
Martingale Asset Management
Martingale Asset Management
Massachusetts
$43.1M +$724K 5 0.84% Increased
237
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$43M +$2.73M 9 0.15% Increased
238
Perpetual Ltd
Perpetual Ltd
Australia
$43M +$3.63M 4 0.37% Increased
239
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$42.9M +$10.1M 3 0.73% Increased
240
Marshall Wace
Marshall Wace
United Kingdom
$42.6M +$17.7M 4 0.08% Increased
241
Osaic Holdings
Osaic Holdings
Arizona
$42.4M +$4.37M 11 0.08% Increased
242
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$42.2M +$484K 1 2.41% Increased
243
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$42M +$1.6M 5 0.19% Increased
244
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$41.5M -$624K 3 0.12% Reduced
245
FCM
Fernbridge Capital Management
California
$41.4M +$12.8M 1 4.1% Increased
246
National Bank of Canada
National Bank of Canada
Quebec, Canada
$41.2M +$30.2M 6 0.08% Increased
247
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$41.2M +$4.23M 10 0.28% Increased
248
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$41M +$15.4M 7 0.14% Increased
249
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$40.6M +$666K 8 0.39% Increased
250
Todd Asset Management
Todd Asset Management
Kentucky
$40.4M -$137K 1 0.94% Reduced