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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
326
Aperio Group
Aperio Group
California
$8.7M +$8.71M 6 0.12% New
327
MI
Markston International
New York
$8.7M -$262K 1 0.55% Reduced
328
Kennedy Capital Management
Kennedy Capital Management
Missouri
$8.6M -$351K 2 0.16% Reduced
329
Munder Capital Management
Munder Capital Management
Michigan
$8.52M $0 1 0.06% Maintained
330
NC
NBW Capital
Massachusetts
$8.51M -$6.18M 1 2.19% Reduced
331
HCMNY
Howard Capital Management (New York)
New York
$8.39M +$278K 1 1.65% Increased
332
IAM
Impax Asset Management
New Hampshire
$8.39M +$5.41M 2 0.54% Increased
333
DCM
Decade Capital Management
New York
$8.37M +$8.21M 1 0.56% New
334
GIP
Granite Investment Partners
California
$8.35M +$498K 1 1.3% Increased
335
Two Sigma Advisers
Two Sigma Advisers
New York
$8.33M -$16.9M 6 0.08% Reduced
336
KLWA
Kelly Lawrence W & Associates
California
$8.26M +$8.42M 1 1.9% New
337
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$8.2M +$292K 3 0.16% Increased
338
Los Angeles Capital Management
Los Angeles Capital Management
California
$8.18M -$150K 4 0.09% Reduced
339
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$8.12M -$162K 1 0.45% Reduced
340
Eaton Vance Management
Eaton Vance Management
Massachusetts
$8.1M $0 1 0.02% Maintained
341
CCM
Cupps Capital Management
Illinois
$8.05M -$3.99M 1 0.62% Reduced
342
RHJA
Rice Hall James & Associates
California
$8.04M -$47.1K 2 0.59% Reduced
343
IRF
IBM Retirement Fund
New York
$8.03M -$4.35M 4 0.16% Reduced
344
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$8.02M -$155K 4 0.17% Reduced
345
JPMIA
J.P. Marvel Investment Advisors
Massachusetts
$7.94M -$147K 1 2.8% Reduced
346
LG
Leuthold Group
Minnesota
$7.9M +$7.58M 1 0.7% New
347
LMR Partners
LMR Partners
United Kingdom
$7.89M +$7.58M 1 1.11% New
348
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$7.87M +$199K 3 0.15% Increased
349
BPB
Badgley, Phelps & Bell
Washington
$7.84M -$189K 1 0.81% Reduced
350
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$7.76M -$484K 3 0.03% Reduced