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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
OFI Invest Asset Management
OFI Invest Asset Management
France
$46.7M +$20.4M 2 1.24% Increased
252
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$46.7M -$324K 5 0.18% Reduced
253
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$46.2M +$8.44K 8 0.41% Increased
254
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$46.1M +$2.67M 8 0.07% Increased
255
Nicholas Company
Nicholas Company
Wisconsin
$45.3M $0 1 0.75% Maintained
256
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$45.1M -$3.05M 7 0.06% Reduced
257
Douglas Lane & Associates
Douglas Lane & Associates
New York
$45M +$3.65M 1 0.64% Increased
258
Meag Munich Ergo
Meag Munich Ergo
Germany
$43.3M +$4.31M 1 1.44% Increased
259
Todd Asset Management
Todd Asset Management
Kentucky
$43.2M -$229K 1 0.9% Reduced
260
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$43M -$4.96M 7 0.29% Reduced
261
MAM
Montanaro Asset Management
United Kingdom
$42.9M -$491K 3 8% Reduced
262
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$42.7M +$7.08M 10 0.01% Increased
263
Truist Financial
Truist Financial
North Carolina
$42.4M -$8.09M 7 0.06% Reduced
264
Scout Investments
Scout Investments
Missouri
$42.2M -$2.2M 2 1.13% Reduced
265
HP
Hikari Power
Japan
$41.9M $0 1 3.78% Maintained
266
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$41.7M +$33.2M 2 1.16% Increased
267
Martingale Asset Management
Martingale Asset Management
Massachusetts
$40.8M -$2.47M 6 0.88% Reduced
268
Arizona State Retirement System
Arizona State Retirement System
Arizona
$40.5M +$300K 10 0.27% Increased
269
PC
Port Capital
Illinois
$40.4M +$2.12M 1 2.03% Increased
270
Fenimore Asset Management
Fenimore Asset Management
New York
$39.8M +$802K 2 0.87% Increased
271
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$39.6M -$5.98M 5 0.11% Reduced
272
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$39.5M +$4.45M 6 0.09% Increased
273
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$39.4M -$49.3M 1 1.45% Reduced
274
JSC
J. Stern & Co
United Kingdom
$39.3M +$977K 1 4.68% Increased
275
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$39.3M -$529K 3 0.28% Reduced