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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
Nicholas Company
Nicholas Company
Wisconsin
$35.4M $0 1 0.72% Maintained
252
Perpetual Ltd
Perpetual Ltd
Australia
$35.1M +$34.7M 4 0.3% New
253
Lazard Asset Management
Lazard Asset Management
New York
$34.9M +$28.1M 9 0.05% Increased
254
Osaic Holdings
Osaic Holdings
Arizona
$34.9M +$757K 11 0.07% Increased
255
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$34.7M -$55.8M 1 0.54% Reduced
256
Evercore Wealth Management
Evercore Wealth Management
New York
$34.6M -$2.97M 2 0.69% Reduced
257
TPSF
Texas Permanent School Fund
Texas
$34.3M +$15.3M 8 0.34% Increased
258
Douglas Lane & Associates
Douglas Lane & Associates
New York
$34.3M +$485K 1 0.57% Increased
259
EULAV Asset Management
EULAV Asset Management
Florida
$34.3M +$180 2 1.35% Increased
260
MetLife Investment Management
MetLife Investment Management
New Jersey
$34.1M +$2.88M 11 0.24% Increased
261
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$33.9M -$2.83M 10 0.23% Reduced
262
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$33.8M -$3.21M 1 0.42% Reduced
263
Trillium Asset Management
Trillium Asset Management
Massachusetts
$33.2M +$238K 2 0.97% Increased
264
RMCM
Reynders McVeigh Capital Management
Massachusetts
$33.2M +$227K 2 2.28% Increased
265
HP
Hikari Power
Japan
$32.8M $0 1 3.29% Maintained
266
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$32.7M +$16.8M 2 0.19% Increased
267
Amalgamated Bank
Amalgamated Bank
New York
$32.6M +$2.88M 11 0.28% Increased
268
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$32.5M +$1.28M 2 0.34% Increased
269
RCW
Rheos Capital Works
Japan
$32.4M +$9.5M 2 1.8% Increased
270
LBP AM
LBP AM
France
$32.2M +$2.43M 2 0.82% Increased
271
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$30.7M +$1.83M 10 0.24% Increased
272
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$30M +$30M 2 0.56% New
273
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$29.7M +$3.64M 6 0.21% Increased
274
Yousif Capital Management
Yousif Capital Management
Michigan
$29.6M +$2.97M 8 0.38% Increased
275
Mutual of America Capital Management
Mutual of America Capital Management
New York
$29.5M +$4.63M 8 0.35% Increased