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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
RG
Renaissance Group
Kentucky
$30.3M -$660K 1 1.27% Reduced
277
Arizona State Retirement System
Arizona State Retirement System
Arizona
$30.3M -$734K 9 0.25% Reduced
278
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$30.1M +$13.4M 11 0.22% Increased
279
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$29.9M +$8.51M 7 0.55% Increased
280
GIP
Granite Investment Partners
California
$29.9M +$2.92M 1 0.92% Increased
281
FBA
Front Barnett Associates
Illinois
$29.7M +$122K 1 3.03% Increased
282
AMF Tjänstepension
AMF Tjänstepension
Sweden
$29.6M +$27.9M 1 0.2% New
283
SCM
Sirios Capital Management
Massachusetts
$29.3M -$2.27M 1 2.55% Reduced
284
M&T Bank
M&T Bank
New York
$29M +$612K 3 0.13% Increased
285
Colony Group
Colony Group
Massachusetts
$28.8M -$1.76M 3 0.57% Reduced
286
WIM
Weitz Investment Management
Nebraska
$28.7M +$27M 1 1.21% New
287
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$28.5M -$322K 3 1.27% Reduced
288
PC
Port Capital
Illinois
$28.4M +$3.98K 1 1.48% Increased
289
Point72 Asset Management
Point72 Asset Management
Connecticut
$28.4M +$4.14M 2 0.13% Increased
290
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$28.3M +$641K 6 0.11% Increased
291
ACM
Atika Capital Management
New York
$28.2M +$6.42M 1 2.22% Increased
292
SG Americas Securities
SG Americas Securities
New York
$27.7M +$9.67M 9 0.13% Increased
293
Wedge Capital Management
Wedge Capital Management
North Carolina
$27.5M -$1.76M 2 0.34% Reduced
294
GW&K Investment Management
GW&K Investment Management
Massachusetts
$27.4M +$2.5M 1 0.24% Increased
295
E
Ergoteles
New York
$27.2M +$17.3M 8 0.62% Increased
296
RBCM
Raub Brock Capital Management
California
$27.1M -$231K 1 4.66% Reduced
297
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$26.9M -$127K 3 0.79% Reduced
298
Lazard Asset Management
Lazard Asset Management
New York
$26.9M +$3.98M 9 0.03% Increased
299
ICOM
Investment Counselors of Maryland
Maryland
$26.1M +$2.03M 1 0.6% Increased
300
BFO
Boston Family Office
Massachusetts
$26.1M +$2.11M 3 1.86% Increased