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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
$29.5M -$146K 1 1.35% Reduced
277
AWAM
Appian Way Asset Management
New York
$29.4M +$12.1M 1 9.82% Increased
278
Driehaus Capital Management
Driehaus Capital Management
Illinois
$29.3M +$3.47M 1 0.41% Increased
279
Arizona State Retirement System
Arizona State Retirement System
Arizona
$29M +$394K 9 0.26% Increased
280
PC
Port Capital
Illinois
$28.5M +$1.2M 1 1.85% Increased
281
AAM
AMI Asset Management
California
$28.2M -$188K 1 1.8% Reduced
282
BFO
Boston Family Office
Massachusetts
$27.8M +$822K 3 2.23% Increased
283
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$27.6M +$4.31M 8 0.24% Increased
284
CRM
Cramer Rosenthal McGlynn
Connecticut
$27.5M +$28.7M 1 1.24% New
285
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$27.3M +$586K 3 2.17% Increased
286
MC
MIG Capital
California
$27.1M -$1.69M 1 4.68% Reduced
287
Meag Munich Ergo
Meag Munich Ergo
Germany
$27M +$14.7M 1 1.27% Increased
288
RR
Robotti Robert
$26.6M -$5.88K 1 4.68% Reduced
289
MFC
Mechanics Financial Corp
Ohio
$26.5M +$225K 2 15.42% Increased
290
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$26.3M +$314K 2 1% Increased
291
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$25.8M -$566K 1 1.33% Reduced
292
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$25.6M +$2.66M 5 0.17% Increased
293
TBA
Tower Bridge Advisors
Pennsylvania
$25.4M +$1.52M 2 2.08% Increased
294
BCAM
Boston Common Asset Management
Massachusetts
$25.3M -$644K 1 0.53% Reduced
295
TC
TwinBeech Capital
New York
$25.2M +$1.56M 2 0.51% Increased
296
Advisors Asset Management
Advisors Asset Management
Colorado
$25.1M -$1.21M 9 0.51% Reduced
297
Swiss Life Asset Management
Swiss Life Asset Management
$25.1M +$10.9M 5 0.38% Increased
298
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$25M -$294K 1 1.25% Reduced
299
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$24.8M +$935K 9 0.05% Increased
300
FBA
Front Barnett Associates
Illinois
$24.7M -$19.6K 1 2.91% Reduced