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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
251
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$14.7M +$252K 3 0.09% Increased
252
SCM
Suffolk Capital Management
New York
$14.5M -$1.5M 2 1.91% Reduced
253
BPM
Bronson Point Management
Connecticut
$14.3M +$976K 2 6.4% Increased
254
MPMG
Minneapolis Portfolio Management Group
Minnesota
$14.2M -$193K 1 2.3% Reduced
255
Bahl & Gaynor
Bahl & Gaynor
Ohio
$14.1M -$128K 1 0.16% Reduced
256
Prudential plc
Prudential plc
United Kingdom
$14.1M $0 2 0.05% Maintained
257
HighTower Advisors
HighTower Advisors
Illinois
$14M +$16.6K 4 0.13% Increased
258
MCI
McDonald Capital Investors
California
$13.9M -$2.21K 1 1.21% Reduced
259
LIM
Lathrop Investment Management
Arkansas
$13.9M -$69.6K 1 3.97% Reduced
260
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$13.9M +$2.65M 4 0.04% Increased
261
FWSM
First Wilshire Securities Management
California
$13.7M -$369K 1 3.92% Reduced
262
FBA
Front Barnett Associates
Illinois
$13.7M -$49.2K 1 2.49% Reduced
263
CISOA
Capital Investment Services of America
Wisconsin
$13.7M -$265K 1 2.35% Reduced
264
William Blair & Company
William Blair & Company
Illinois
$13.4M +$6.1M 5 0.1% Increased
265
CIP
Champlain Investment Partners
Vermont
$13.4M +$214K 1 0.16% Increased
266
TPSF
Texas Permanent School Fund
Texas
$13.3M -$409K 5 0.18% Reduced
267
USAA
United Services Automobile Association
Texas
$13.2M -$736K 3 0.04% Reduced
268
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$13.2M -$5.51K 3 0.1% Reduced
269
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$13.1M -$537K 3 0.49% Reduced
270
PWLP
Prio Wealth Limited Partnership
Massachusetts
$13.1M -$450K 2 0.65% Reduced
271
AC
Ascend Capital
California
$13.1M +$11.8M 1 0.61% Increased
272
Select Equity Group
Select Equity Group
New York
$13.1M +$12.3M 1 0.09% New
273
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$13M +$1.39M 4 0.07% Increased
274
D.E. Shaw & Co
D.E. Shaw & Co
New York
$12.9M -$27.3M 8 0.02% Reduced
275
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$12.8M -$18.9K 1 1.2% Reduced