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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
Martingale Asset Management
Martingale Asset Management
Massachusetts
$39.4M -$993K 5 0.51% Reduced
252
LPL Financial
LPL Financial
California
$39.3M -$90.9K 9 0.03% Reduced
253
DnB Asset Management
DnB Asset Management
Norway
$37M +$705K 2 0.22% Increased
254
NPIC
Neumeier Poma Investment Counsel
California
$36.6M -$411K 1 2.04% Reduced
255
William Blair & Company
William Blair & Company
Illinois
$36.6M +$1.09M 3 0.11% Increased
256
HP
Hikari Power
Japan
$36.6M +$357K 1 3.42% Increased
257
Glenmede Trust
Glenmede Trust
Pennsylvania
$36.5M +$13.5M 6 0.17% Increased
258
AIG
American International Group
New York
$36.1M -$640K 12 0.18% Reduced
259
UBS O'Connor
UBS O'Connor
Illinois
$35.3M -$3.37M 2 0.34% Reduced
260
RMCM
Reynders McVeigh Capital Management
Massachusetts
$34.8M -$138K 2 1.98% Reduced
261
HCM
Hahn Capital Management
California
$34.7M -$1.61M 2 6.51% Reduced
262
Epoch Investment Partners
Epoch Investment Partners
New York
$34.6M +$256K 1 0.18% Increased
263
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$34.4M +$6.68M 3 0.41% Increased
264
Osaic Holdings
Osaic Holdings
Arizona
$34.3M +$1.41M 12 0.07% Increased
265
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$34M +$34M 2 0.88% New
266
AAM
AMI Asset Management
California
$33.7M -$401K 1 1.63% Reduced
267
Silvercrest Asset Management
Silvercrest Asset Management
New York
$33.4M -$1.1M 4 0.21% Reduced
268
ACM
Atika Capital Management
New York
$33.3M +$3.07M 1 2.33% Increased
269
CT
Cambridge Trust
Massachusetts
$32.9M -$107K 3 1.06% Reduced
270
WIM
Weitz Investment Management
Nebraska
$32.6M +$2.51M 1 1.31% Increased
271
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$32.5M +$7.94M 8 0.31% Increased
272
Amalgamated Bank
Amalgamated Bank
New York
$32.4M -$1.66M 9 0.24% Reduced
273
Glenview Trust
Glenview Trust
Kentucky
$32.1M +$322K 2 1.06% Increased
274
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$32.1M -$6.5M 5 0.33% Reduced
275
Arizona State Retirement System
Arizona State Retirement System
Arizona
$31.5M -$657K 10 0.24% Reduced