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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
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$40.6M -$1.56M 10 0.27% Reduced
252
Samlyn Capital
Samlyn Capital
New York
$39.5M +$40.7M 1 0.65% New
253
Swiss Life Asset Management
Swiss Life Asset Management
$39.4M +$5.61M 5 0.61% Increased
254
Cerity Partners
Cerity Partners
New York
$39.1M -$16.9M 6 0.19% Reduced
255
Nicholas Company
Nicholas Company
Wisconsin
$38.9M $0 1 0.78% Maintained
256
TPSF
Texas Permanent School Fund
Texas
$38.1M -$424K 8 0.37% Reduced
257
Amalgamated Bank
Amalgamated Bank
New York
$38M +$1.89M 12 0.32% Increased
258
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$37.8M -$1.17M 7 0.07% Reduced
259
Royce & Associates
Royce & Associates
New York
$37.7M -$7.6M 4 0.38% Reduced
260
PWLP
Prio Wealth Limited Partnership
Massachusetts
$37.7M -$1.71M 3 1.45% Reduced
261
William Blair & Company
William Blair & Company
Illinois
$37.6M +$1.82M 4 0.14% Increased
262
SCM
Sirios Capital Management
Massachusetts
$37.4M -$3.08M 1 7.07% Reduced
263
MetLife Investment Management
MetLife Investment Management
New Jersey
$37.3M -$582K 11 0.29% Reduced
264
SDJVC
St. Denis J. Villere & Co
Louisiana
$36.9M -$2.38M 1 3.15% Reduced
265
MC
MIG Capital
California
$36.6M $0 1 6.77% Maintained
266
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$36.2M -$5.35M 4 0.17% Reduced
267
Douglas Lane & Associates
Douglas Lane & Associates
New York
$36.2M -$1.12M 1 0.61% Reduced
268
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$36.2M -$288K 8 0.11% Reduced
269
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$36M +$294K 3 0.35% Increased
270
HP
Hikari Power
Japan
$36M $0 1 3.52% Maintained
271
Perpetual Ltd
Perpetual Ltd
Australia
$35.5M -$1.43M 4 0.37% Reduced
272
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$35.3M +$44K 5 0.16% Increased
273
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$35.3M +$11.1M 9 0.23% Increased
274
MFC
Mechanics Financial Corp
Ohio
$34.6M -$135K 2 19.05% Reduced
275
M&T Bank
M&T Bank
New York
$33.3M -$1.22M 4 0.13% Reduced