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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
HP
Hikari Power
Japan
$35.1M $0 1 3.16% Maintained
252
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$34.9M +$6.71M 1 0.98% Increased
253
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$34.8M +$15.5M 10 0.1% Increased
254
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$34.8M +$13.3M 7 0.05% Increased
255
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$34.7M -$4.32M 1 2.07% Reduced
256
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$34.2M -$1.66M 8 0.14% Reduced
257
Korea Investment Corp
Korea Investment Corp
South Korea
$33.3M +$6.93M 3 0.08% Increased
258
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$33M +$6.19M 5 0.2% Increased
259
HCM
Hahn Capital Management
California
$32.8M -$1.13M 2 7.07% Reduced
260
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$32.7M +$9.7M 7 0.64% Increased
261
AAM
AMI Asset Management
California
$32.2M -$106K 1 1.68% Reduced
262
LPL Financial
LPL Financial
California
$32.1M -$1.67M 9 0.03% Reduced
263
MC
MIG Capital
California
$31.8M -$15.7M 1 3.26% Reduced
264
Scout Investments
Scout Investments
Missouri
$31.7M -$30M 1 0.51% Reduced
265
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$31.4M +$567K 5 0.29% Increased
266
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$31.1M -$900K 3 0.41% Reduced
267
AIG
American International Group
New York
$31.1M -$1.55M 11 0.17% Reduced
268
ACM
Atika Capital Management
New York
$30.5M -$2.34M 1 2.57% Reduced
269
NPIC
Neumeier Poma Investment Counsel
California
$30.4M -$2.45M 1 2.04% Reduced
270
Osaic Holdings
Osaic Holdings
Arizona
$30.3M +$19.7K 10 0.06% Increased
271
MetLife Investment Management
MetLife Investment Management
New Jersey
$30.1M +$7.16M 11 0.2% Increased
272
RG
Renaissance Group
Kentucky
$29.9M -$52.2K 1 1.34% Reduced
273
DF Dent & Co
DF Dent & Co
Maryland
$29.7M -$35.3M 2 0.34% Reduced
274
Washington Trust
Washington Trust
Rhode Island
$29.4M +$1.67M 4 1.16% Increased
275
M&T Bank
M&T Bank
New York
$29.4M +$5.02M 4 0.13% Increased