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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
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$21.4M +$4.5M 1 1.22% Increased
327
Glazer Capital LLC
Glazer Capital LLC
New York
$21.2M -$4.75M 1 0.38% Reduced
328
USS Investment Management
USS Investment Management
United Kingdom
$21.2M -$115M 3 0.18% Reduced
329
RR
Robotti Robert
$21.1M +$50.5K 1 4.83% Increased
330
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$20.8M -$13.2M 3 0.13% Reduced
331
Braun Stacey Associates
Braun Stacey Associates
New York
$20.7M -$1.23M 1 0.83% Reduced
332
Natixis
Natixis
France
$20.7M +$3.8M 8 0.07% Increased
333
WPC
Waters Parkerson & Co
Louisiana
$20.5M +$12.8K 1 1.18% Increased
334
RAM
Rempart Asset Management
Canada
$20.5M +$430K 1 4.31% Increased
335
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$20.5M -$105K 2 0.2% Reduced
336
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$20.4M -$68K 4 0.26% Reduced
337
BCM
BTR Capital Management
California
$20.4M +$283K 2 2.52% Increased
338
LM
Lansing Management
New York
$20.2M +$405K 1 11.82% Increased
339
WCMNY
Westchester Capital Management (New York)
New York
$20M $0 1 0.58% Maintained
340
ACI
AMP Capital Investors
Australia
$20M -$2.57M 5 0.11% Reduced
341
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$20M -$34.6M 6 0.03% Reduced
342
Första AP-fonden
Första AP-fonden
Sweden
$19.9M +$458K 2 0.23% Increased
343
Pendal Group
Pendal Group
Australia
$19.9M -$659K 4 0.16% Reduced
344
RCW
Rheos Capital Works
Japan
$19.8M +$6.43M 2 1.02% Increased
345
TCM
Tributary Capital Management
Nebraska
$19.7M -$316K 1 1.52% Reduced
346
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$19.6M -$809K 2 0.3% Reduced
347
LIM
Lathrop Investment Management
Arkansas
$19.6M -$546K 1 4.18% Reduced
348
Greenleaf Trust
Greenleaf Trust
Michigan
$19.2M +$512K 3 0.23% Increased
349
Korea Investment Corp
Korea Investment Corp
South Korea
$19.2M -$2.83M 3 0.06% Reduced
350
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$19.1M +$8.73M 2 0.29% Increased