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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
RMCM
Reynders McVeigh Capital Management
Massachusetts
$47.5M -$431K 2 2.23% Reduced
252
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$46.3M +$28.2M 8 0.36% Increased
253
Brown Advisory
Brown Advisory
Maryland
$46.1M -$6.42M 6 0.06% Reduced
254
JSC
J. Stern & Co
United Kingdom
$45.4M -$4.6M 1 3.87% Reduced
255
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45.1M -$43.8M 4 0.41% Reduced
256
FCM
Fernbridge Capital Management
California
$45M +$6.88M 1 2.21% Increased
257
Perpetual Ltd
Perpetual Ltd
Australia
$45M -$2.71M 4 0.65% Reduced
258
PFM
Premier Fund Managers
United Kingdom
$44.3M -$15.5M 1 2.55% Reduced
259
Jane Street
Jane Street
New York
$44.3M -$115M 9 0.01% Reduced
260
Pinnacle Associates
Pinnacle Associates
New York
$44M -$1.11M 4 0.56% Reduced
261
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$44M +$10.5M 8 0.11% Increased
262
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$44M -$725K 8 0.16% Reduced
263
SCM
SG Capital Management
Illinois
$42.7M -$17.2M 2 4.1% Reduced
264
Engineers Gate Manager
Engineers Gate Manager
New York
$42.6M +$6.79M 11 0.51% Increased
265
Select Equity Group
Select Equity Group
New York
$41.6M +$13.5M 3 0.18% Increased
266
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$41.5M -$313K 4 0.53% Reduced
267
LCP
LGT Capital Partners
Switzerland
$41.4M +$5.03M 1 2.05% Increased
268
Covea Finance
Covea Finance
France
$41.3M +$662K 2 1.36% Increased
269
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$41.2M +$17.5M 4 0.36% Increased
270
CAM
Cidel Asset Management
Ontario, Canada
$41.1M -$2.99M 1 2.91% Reduced
271
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$40.8M +$2.62M 4 0.55% Increased
272
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$40.7M -$4.53M 8 0.05% Reduced
273
Todd Asset Management
Todd Asset Management
Kentucky
$40.5M -$78.3K 1 0.79% Reduced
274
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$40.5M -$3.14M 5 0.07% Reduced
275
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$40.5M +$2.35M 7 0.06% Increased