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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
CRM
Cramer Rosenthal McGlynn
Connecticut
$33.2M -$11.5M 2 1.85% Reduced
277
SAM
Scopus Asset Management
New York
$33.2M +$32.1M 2 0.94% Increased
278
Fenimore Asset Management
Fenimore Asset Management
New York
$33.1M +$10.6M 2 0.86% Increased
279
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$32.7M -$46.1M 6 0.24% Reduced
280
Arizona State Retirement System
Arizona State Retirement System
Arizona
$32.7M +$139K 10 0.28% Increased
281
PC
Port Capital
Illinois
$32.6M +$56.4K 1 2.03% Increased
282
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$32.2M +$32.2M 5 0.11% Increased
283
LBP AM
LBP AM
France
$31.8M +$1.62M 3 0.71% Increased
284
Yousif Capital Management
Yousif Capital Management
Michigan
$31.8M -$924K 8 0.4% Reduced
285
RG
Renaissance Group
Kentucky
$31M -$1.37M 1 1.41% Reduced
286
AAM
AMI Asset Management
California
$30.8M +$282K 1 1.91% Increased
287
Evercore Wealth Management
Evercore Wealth Management
New York
$30.7M -$5.3M 2 0.58% Reduced
288
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$30.6M -$2M 10 0.23% Reduced
289
Mutual of America Capital Management
Mutual of America Capital Management
New York
$30.5M -$1.44M 8 0.38% Reduced
290
Meag Munich Ergo
Meag Munich Ergo
Germany
$29.6M +$111K 1 1.29% Increased
291
RMCM
Reynders McVeigh Capital Management
Massachusetts
$29.1M -$352K 2 2% Reduced
292
SG Americas Securities
SG Americas Securities
New York
$29M +$12M 9 0.33% Increased
293
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$28.9M +$530K 2 1.39% Increased
294
AFCM
Applied Finance Capital Management
Puerto Rico
$28.9M +$3.48M 1 3.14% Increased
295
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$28.8M +$1.13M 3 2.14% Increased
296
National Bank of Canada
National Bank of Canada
Quebec, Canada
$28.6M -$10.2M 7 0.04% Reduced
297
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$28.5M +$289K 10 0.06% Increased
298
RR
Robotti Robert
$28.4M -$94.6K 1 4.17% Reduced
299
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$28M -$6.17M 8 0.23% Reduced
300
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$27.8M -$62.4K 5 0.18% Reduced