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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
276
SAM
Shell Asset Management
Netherlands
$11.8M -$666K 5 0.2% Reduced
277
GW&K Investment Management
GW&K Investment Management
Massachusetts
$11.7M +$342K 2 0.32% Increased
278
CISOA
Capital Investment Services of America
Wisconsin
$11.7M -$196K 1 2.94% Reduced
279
Meag Munich Ergo
Meag Munich Ergo
Germany
$11.6M $0 1 0.86% Maintained
280
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$11.6M +$50.6K 3 0.09% Increased
281
PAS
Professional Advisory Services
Florida
$11.6M +$6.11M 1 2.88% Increased
282
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$11.5M -$216K 1 0.81% Reduced
283
GHA
Garcia Hamilton & Associates
Texas
$11.5M -$217K 1 2.71% Reduced
284
RIM
Rainier Investment Management
Washington
$11.5M +$11.3M 1 0.14% New
285
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11.5M +$10.9M 1 0.03% Increased
286
Hancock Whitney
Hancock Whitney
Mississippi
$11.5M +$4.19M 2 0.45% Increased
287
BOK Financial
BOK Financial
Oklahoma
$11.5M +$3.56M 5 0.38% Increased
288
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$11.4M -$203K 2 0.23% Reduced
289
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$11.3M +$11.3M 1 0.1% New
290
Nomura Holdings
Nomura Holdings
Japan
$11.2M +$4.44M 5 0% Increased
291
CRCM
Crystal Rock Capital Management
Illinois
$11.2M +$255K 1 6.71% Increased
292
TAM
THB Asset Management
Connecticut
$11.1M -$6.37M 1 0.66% Reduced
293
AIA
AGF Investments America
Ontario, Canada
$10.7M +$1.27M 2 4.17% Increased
294
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$10.7M +$137K 2 0.11% Increased
295
MWR
McAdams Wright Ragen
Washington
$10.6M +$289K 2 0.65% Increased
296
AKRE Capital Management
AKRE Capital Management
Virginia
$10.5M +$10.8M 1 0.34% New
297
NG
NatWest Group
United Kingdom
$10.5M +$5.22M 2 0.46% Increased
298
SAM
Scopus Asset Management
New York
$10.4M -$553K 1 0.28% Reduced
299
MCM
McKinley Capital Management
Alaska
$10.2M -$686K 2 0.43% Reduced
300
Mutual of America Capital Management
Mutual of America Capital Management
New York
$10.2M -$59.4K 4 0.25% Reduced