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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
351
Meag Munich Ergo
Meag Munich Ergo
Germany
$14.8M $0 2 3.41% Maintained
352
BRC
Bishop Rock Capital
New York
$14.8M +$3.87M 1 4.68% Increased
353
PDM
Penn Davis McFarland
Texas
$14.8M -$263K 1 3.17% Reduced
354
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$14.8M -$649K 8 0.07% Reduced
355
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$14.7M +$6.26M 7 0.14% Increased
356
SG Americas Securities
SG Americas Securities
New York
$14.7M +$1.93M 9 0.08% Increased
357
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$14.6M -$622K 11 0.22% Reduced
358
Palisade Capital Management
Palisade Capital Management
New Jersey
$14.6M +$398K 2 0.37% Increased
359
STCG
Speece Thorson Capital Group
Minnesota
$14.6M -$4.2M 1 3.47% Reduced
360
MCM
Maple Capital Management
Vermont
$14.6M -$314K 1 2.25% Reduced
361
WBC
Westpac Banking Corp
Australia
$14.4M +$1.16M 3 0.16% Increased
362
CIBC World Markets
CIBC World Markets
New York
$14.3M -$15.6M 3 0.07% Reduced
363
NEI
Northwest & Ethical Investments
Ontario, Canada
$14.3M -$475K 1 0.55% Reduced
364
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$14.2M -$1.04M 5 0.24% Reduced
365
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14.1M +$1.05M 5 0.2% Increased
366
Calamos Advisors
Calamos Advisors
Illinois
$14.1M -$759K 3 0.08% Reduced
367
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$13.8M +$10.3M 5 0.39% Increased
368
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$13.8M +$357K 3 0.03% Increased
369
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$13.7M -$5.86M 6 0.2% Reduced
370
E
Ergoteles
New York
$13.7M +$11.1M 4 0.46% Increased
371
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$13.6M -$1.17M 8 0.04% Reduced
372
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$13.6M +$650K 5 0.06% Increased
373
Los Angeles Capital Management
Los Angeles Capital Management
California
$13.5M -$7.51M 7 0.06% Reduced
374
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$13.5M +$11.8M 3 0.27% New
375
Första AP-fonden
Första AP-fonden
Sweden
$13.5M +$620K 2 0.2% Increased