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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
$48.9M +$594K 5 0.26% Increased
227
LMR Partners
LMR Partners
United Kingdom
$48.4M +$22.1M 1 0.54% Increased
228
TAM
Thematics Asset Management
France
$47.7M -$2.44M 3 2.35% Reduced
229
Truist Financial
Truist Financial
North Carolina
$46.8M -$52.8K 8 0.08% Reduced
230
Todd Asset Management
Todd Asset Management
Kentucky
$46.3M -$62.4K 1 1.1% Reduced
231
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$45.9M +$1.75M 8 0.47% Increased
232
Osaic Holdings
Osaic Holdings
Arizona
$45.9M +$3.96M 11 0.07% Increased
233
PGGM Investments
PGGM Investments
Netherlands
$45.7M -$4.02M 5 0.79% Reduced
234
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$45.4M -$1.1M 3 0.15% Reduced
235
Comerica Bank
Comerica Bank
Texas
$45.4M +$46.9M 11 0.24% New
236
LPL Financial
LPL Financial
California
$45.1M -$2.97M 8 0.03% Reduced
237
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$44.6M +$11M 2 0.26% Increased
238
MAM
Montanaro Asset Management
United Kingdom
$44.5M -$2.87M 3 7.82% Reduced
239
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$44.2M -$1.46M 2 0.67% Reduced
240
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$43.1M +$7.71M 3 0.84% Increased
241
NC
Nekton Capital
United Kingdom
$42.8M $0 1 6.79% Maintained
242
Acadian Asset Management
Acadian Asset Management
Massachusetts
$42.5M +$19M 3 0.18% Increased
243
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$42.1M -$322K 1 2.55% Reduced
244
FCM
Fernbridge Capital Management
California
$42M +$620K 1 4.06% Increased
245
Covea Finance
Covea Finance
France
$41.7M -$3.28M 2 2.35% Reduced
246
Colony Group
Colony Group
Massachusetts
$41.5M -$202K 3 0.62% Reduced
247
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$41.2M -$1.92M 9 0.15% Reduced
248
Martingale Asset Management
Martingale Asset Management
Massachusetts
$40.9M -$2M 4 0.86% Reduced
249
Driehaus Capital Management
Driehaus Capital Management
Illinois
$40.7M +$7.48M 4 0.53% Increased
250
Fisher Asset Management
Fisher Asset Management
Washington
$40.7M -$666K 4 0.02% Reduced