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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
TCM
Tributary Capital Management
Nebraska
$19.9M -$719K 1 1.98% Reduced
327
RAM
Rempart Asset Management
Canada
$19.5M +$100K 1 4.6% Increased
328
DZ Bank
DZ Bank
Germany
$19.5M -$89.3M 3 0.03% Reduced
329
Guggenheim Capital
Guggenheim Capital
Illinois
$18.7M -$1.99M 5 0.16% Reduced
330
Greenleaf Trust
Greenleaf Trust
Michigan
$18.7M -$163K 3 0.24% Reduced
331
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$18.3M -$270K 1 0.22% Reduced
332
First Merchants Corp
First Merchants Corp
Indiana
$18.1M -$530K 2 1.66% Reduced
333
TPSF
Texas Permanent School Fund
Texas
$18.1M +$2.03M 6 0.27% Increased
334
RBCM
Raub Brock Capital Management
California
$17.9M -$1.57M 1 3.67% Reduced
335
Boston Financial Management
Boston Financial Management
Massachusetts
$17.7M +$292K 1 0.71% Increased
336
MYAM
Meiji Yasuda Asset Management
Japan
$17.6M +$2.37M 5 0.85% Increased
337
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$17.3M -$1.78M 4 0.18% Reduced
338
New York Life Investment Management
New York Life Investment Management
New York
$17.1M +$89.8K 6 0.2% Increased
339
DP
DDD Partners
Washington
$17.1M -$149K 1 2.73% Reduced
340
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$17M -$381K 2 0.53% Reduced
341
Country Trust Bank
Country Trust Bank
Illinois
$17M -$4.73M 1 0.5% Reduced
342
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$16.9M $0 1 0.54% Maintained
343
DnB Asset Management
DnB Asset Management
Norway
$16.9M +$150K 3 0.12% Increased
344
VanEck Associates
VanEck Associates
New York
$16.7M -$13.9K 5 0.04% Reduced
345
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$16.7M +$4.73M 2 0.06% Increased
346
Glenview Trust
Glenview Trust
Kentucky
$16.7M -$337K 2 0.55% Reduced
347
Palisade Capital Management
Palisade Capital Management
New Jersey
$16.6M -$512K 2 0.45% Reduced
348
PineBridge Investments
PineBridge Investments
New York
$16.6M +$1.67M 3 0.2% Increased
349
FBB
Fulton Breakefield Broenniman
Maryland
$16.6M +$225K 1 1.47% Increased
350
Oppenheimer & Co
Oppenheimer & Co
New York
$16.6M -$152K 5 0.38% Reduced