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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
Achmea Investment Management
Achmea Investment Management
Netherlands
$29.3M +$1.03M 3 0.52% Increased
327
Daiwa Securities Group
Daiwa Securities Group
Japan
$29.2M +$4.14M 6 0.16% Increased
328
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$28.8M +$829K 2 1.17% Increased
329
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$28.8M -$236K 1 2.46% Reduced
330
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$28.6M -$4.05M 9 0.16% Reduced
331
WPC
Waters Parkerson & Co
Louisiana
$28.6M +$344K 1 1.52% Increased
332
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$28.5M -$309K 2 0.64% Reduced
333
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$28.3M -$2.81M 2 0.45% Reduced
334
CAM
Cidel Asset Management
Ontario, Canada
$28.3M -$3.55M 2 2.19% Reduced
335
Royce & Associates
Royce & Associates
New York
$28.2M -$16.7M 3 0.26% Reduced
336
Capital International Investors
Capital International Investors
California
$28.1M $0 1 0.01% Maintained
337
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$27.9M -$2.29M 2 0.53% Reduced
338
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$27.8M +$177K 8 0.11% Increased
339
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$27.7M -$209K 8 0.31% Reduced
340
DF Dent & Co
DF Dent & Co
Maryland
$27.6M -$185K 2 0.36% Reduced
341
CISOA
Capital Investment Services of America
Wisconsin
$27.4M -$266K 1 2.64% Reduced
342
CNAM
Campbell Newman Asset Management
Wisconsin
$27M +$27.4M 1 2.16% New
343
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$26.9M -$804K 12 0.13% Reduced
344
Panagora Asset Management
Panagora Asset Management
Massachusetts
$26.3M +$5.08M 5 0.13% Increased
345
Swiss Life Asset Management
Swiss Life Asset Management
$26.1M +$18.9M 5 0.31% Increased
346
Moore Capital Management
Moore Capital Management
New York
$26M +$17.2M 3 0.45% Increased
347
WTA
Washington Trust Advisors
Massachusetts
$25.7M -$526K 3 2.36% Reduced
348
RAM
Rempart Asset Management
Canada
$25.1M -$451K 1 4.94% Reduced
349
Advisors Asset Management
Advisors Asset Management
Colorado
$25M +$1.13M 8 0.49% Increased
350
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25M +$4.67M 6 0.13% Increased