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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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$39.2M +$2.83M 3 0.13% Increased
277
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$39.2M +$10.6M 6 0.03% Increased
278
SDJVC
St. Denis J. Villere & Co
Louisiana
$39M -$664K 1 3.3% Reduced
279
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$38.7M +$7.05M 1 0.62% Increased
280
Covea Finance
Covea Finance
France
$38.7M -$1.07M 2 1.77% Reduced
281
Gotham Asset Management
Gotham Asset Management
New York
$38.4M +$3.06M 9 0.5% Increased
282
Trexquant Investment
Trexquant Investment
Connecticut
$38.3M +$24.5M 5 0.58% Increased
283
Rafferty Asset Management
Rafferty Asset Management
New York
$38.3M +$1.63M 4 0.14% Increased
284
WIM
Weitz Investment Management
Nebraska
$37.5M -$3.02M 1 1.97% Reduced
285
Holocene Advisors
Holocene Advisors
New York
$37.1M -$229K 2 0.16% Reduced
286
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$37M +$10.4M 3 0.77% Increased
287
CM
Cercano Management
Washington
$36.7M +$18.4M 1 0.98% Increased
288
Guinness Asset Management
Guinness Asset Management
United Kingdom
$36.7M +$1.28M 1 0.76% Increased
289
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$35.7M +$13.1M 3 0.43% Increased
290
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$35.6M -$439K 11 0.22% Reduced
291
Yousif Capital Management
Yousif Capital Management
Michigan
$35.4M -$677K 8 0.4% Reduced
292
Amalgamated Bank
Amalgamated Bank
New York
$35.3M -$1.84M 12 0.3% Reduced
293
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$34.8M -$41.6M 1 0.32% Reduced
294
Jennison Associates
Jennison Associates
New York
$34.6M +$3.98M 1 0.02% Increased
295
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$34.6M -$4.31M 4 0.28% Reduced
296
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$34.4M +$82.6K 5 0.12% Increased
297
Belpointe Asset Management
Belpointe Asset Management
Nevada
$34.4M +$17.1K 4 2.4% Increased
298
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$34.2M -$86.3K 5 0.18% Reduced
299
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$34.1M +$5.4M 4 0.26% Increased
300
William Blair & Company
William Blair & Company
Illinois
$33.8M -$8.16M 4 0.1% Reduced