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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
301
DnB Asset Management
DnB Asset Management
Norway
$35.5M +$5.68M 5 0.16% Increased
302
MVIP
Mar Vista Investment Partners
California
$35.4M -$12.3M 1 2.26% Reduced
303
TIA
Tandem Investment Advisors
South Carolina
$35.3M +$2.11M 1 1.34% Increased
304
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$35.3M -$810K 11 0.21% Reduced
305
Verition Fund Management
Verition Fund Management
Connecticut
$34.6M +$971K 10 0.17% Increased
306
Yousif Capital Management
Yousif Capital Management
Michigan
$33.7M -$2.02M 8 0.37% Reduced
307
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$33.7M -$6.52M 4 0.08% Reduced
308
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$33.6M -$853K 5 0.17% Reduced
309
Engineers Gate Manager
Engineers Gate Manager
New York
$33.5M +$14.1M 10 0.65% Increased
310
William Blair & Company
William Blair & Company
Illinois
$33.5M -$872K 4 0.1% Reduced
311
Amalgamated Bank
Amalgamated Bank
New York
$33.4M -$2.32M 12 0.28% Reduced
312
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$33.2M -$10.5M 5 0.03% Reduced
313
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$33.2M -$248K 3 0.57% Reduced
314
RG
Renaissance Group
Kentucky
$33.1M -$244K 1 1.36% Reduced
315
Mutual of America Capital Management
Mutual of America Capital Management
New York
$32.8M -$1.56M 8 0.35% Reduced
316
Daiwa Securities Group
Daiwa Securities Group
Japan
$32.5M +$2.96M 6 0.15% Increased
317
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$32.5M +$1.56M 10 0.93% Increased
318
Natixis
Natixis
France
$32.2M +$2.66M 5 0.18% Increased
319
BFO
Boston Family Office
Massachusetts
$32.1M -$306K 2 2.17% Reduced
320
Guggenheim Capital
Guggenheim Capital
Illinois
$31.7M -$1.02M 8 0.22% Reduced
321
Royce & Associates
Royce & Associates
New York
$31.6M -$3.76M 4 0.29% Reduced
322
Evercore Wealth Management
Evercore Wealth Management
New York
$31.5M -$596K 3 0.47% Reduced
323
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$31.2M +$30.8M 2 0.32% New
324
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$31.1M -$88K 1 1.21% Reduced
325
CS
Central Securities
New York
$30.6M $0 1 2.97% Maintained