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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
Natixis
Natixis
France
$59.3M +$48.1M 5 0.28% Increased
227
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$59.2M +$4.83M 9 0.45% Increased
228
SCM
SG Capital Management
Illinois
$57.9M +$55.4M 2 5.16% New
229
Brown Advisory
Brown Advisory
Maryland
$56.7M -$7.44M 6 0.07% Reduced
230
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$56.1M -$566K 9 0.19% Reduced
231
Geneva Capital Management
Geneva Capital Management
Wisconsin
$55.5M -$1.98M 2 0.95% Reduced
232
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$55.3M +$1.95M 4 0.34% Increased
233
CCM
Compass Capital Management
Minnesota
$54.9M +$2.71M 1 2.9% Increased
234
TAM
Thematics Asset Management
France
$54.7M -$3.33M 3 2.48% Reduced
235
Union Bancaire Privee
Union Bancaire Privee
Switzerland
$54.4M -$12.7M 6 0.77% Reduced
236
AAM
ACK Asset Management
Connecticut
$54.1M +$5.91M 1 6.77% Increased
237
JSC
J. Stern & Co
United Kingdom
$53.9M +$2.06M 1 4.08% Increased
238
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$52.3M +$5.42M 9 0.17% Increased
239
UniSuper Management
UniSuper Management
Australia
$52.1M +$6.42M 5 0.32% Increased
240
RMCM
Reynders McVeigh Capital Management
Massachusetts
$51.9M +$1.18M 2 2.44% Increased
241
Swiss Life Asset Management
Swiss Life Asset Management
$51.4M +$3.07M 6 0.27% Increased
242
OFI Invest Asset Management
OFI Invest Asset Management
France
$50.5M +$3.73M 3 1.06% Increased
243
LBP AM
LBP AM
France
$49.9M +$5.01M 3 0.61% Increased
244
CAM
Cidel Asset Management
Ontario, Canada
$49.6M -$357K 1 2.85% Reduced
245
Perpetual Ltd
Perpetual Ltd
Australia
$49.2M -$5.42M 4 0.61% Reduced
246
ROC
Running Oak Capital
Minnesota
$48.9M -$988K 3 5.48% Reduced
247
Pinnacle Associates
Pinnacle Associates
New York
$48.8M -$2.24M 4 0.65% Reduced
248
HighTower Advisors
HighTower Advisors
Illinois
$48.6M -$1.3M 9 0.06% Reduced
249
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$48.4M -$1.05M 8 0.06% Reduced
250
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$48.3M +$1.98M 8 0.18% Increased