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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
$45.1M $0 1 0.74% Maintained
252
MC
MIG Capital
California
$45M -$9.08M 1 6.25% Reduced
253
MetLife Investment Management
MetLife Investment Management
New Jersey
$44.3M -$1.37M 11 0.3% Reduced
254
RMCM
Reynders McVeigh Capital Management
Massachusetts
$44.3M +$550K 2 2.55% Increased
255
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$44.1M +$15.1M 9 0.19% Increased
256
Scout Investments
Scout Investments
Missouri
$43.8M +$5.91M 2 1.08% Increased
257
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$43.4M +$6.23M 10 0.07% Increased
258
Martingale Asset Management
Martingale Asset Management
Massachusetts
$43.2M -$1.85M 5 0.86% Reduced
259
William Blair & Company
William Blair & Company
Illinois
$43.1M -$2.24M 4 0.14% Reduced
260
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$42.2M +$1.06M 8 0.28% Increased
261
MAM
Montanaro Asset Management
United Kingdom
$42M +$28.1K 3 7.58% Increased
262
HP
Hikari Power
Japan
$41.7M $0 1 3.59% Maintained
263
M&T Bank
M&T Bank
New York
$41.5M -$1.23M 5 0.14% Reduced
264
AFCM
Applied Finance Capital Management
Puerto Rico
$41M +$5.28M 1 2.88% Increased
265
Douglas Lane & Associates
Douglas Lane & Associates
New York
$40.9M +$1.19M 1 0.58% Increased
266
WIM
Weitz Investment Management
Nebraska
$40.4M $0 1 2.04% Maintained
267
Vest Financial
Vest Financial
Virginia
$40.4M +$8.39M 4 1.07% Increased
268
Fenimore Asset Management
Fenimore Asset Management
New York
$40.4M +$804K 2 0.85% Increased
269
Arizona State Retirement System
Arizona State Retirement System
Arizona
$40.3M +$232K 10 0.28% Increased
270
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$39.7M +$31.5M 3 0.34% Increased
271
SDJVC
St. Denis J. Villere & Co
Louisiana
$39.5M -$1.03M 1 3.15% Reduced
272
Zacks Investment Management
Zacks Investment Management
Illinois
$39.4M +$2.02M 4 0.42% Increased
273
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$39.2M -$3.94M 3 0.28% Reduced
274
Covea Finance
Covea Finance
France
$39.2M -$12.5M 2 1.85% Reduced
275
1832 Asset Management
1832 Asset Management
Ontario, Canada
$39.1M -$1.36M 4 0.02% Reduced