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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
376
Fundsmith LLP
Fundsmith LLP
United Kingdom
$21.7M +$22.4M 1 0.17% New
377
EAM
EdenTree Asset Management
United Kingdom
$21.6M +$1.76M 3 6.5% Increased
378
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$21.5M +$1.84M 4 0.2% Increased
379
Trexquant Investment
Trexquant Investment
Connecticut
$21.5M -$7.83M 5 0.15% Reduced
380
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$21.4M -$14.6M 1 0.17% Reduced
381
HP
Hikari Power
Japan
$21.2M -$5.31M 1 1.85% Reduced
382
HRT Financial
HRT Financial
New York
$21.1M -$10.2M 4 0.05% Reduced
383
Bridges Investment Management
Bridges Investment Management
Nebraska
$21M +$13.8M 3 0.28% Increased
384
PSC
Prentiss Smith & Co
Vermont
$21M +$3.06M 3 12.18% Increased
385
M&T Bank
M&T Bank
New York
$20.6M -$1.44M 4 0.07% Reduced
386
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$20.6M +$1.35M 4 0.63% Increased
387
SDJVC
St. Denis J. Villere & Co
Louisiana
$20.5M -$933K 1 2.26% Reduced
388
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
$20.2M $0 1 0.46% Maintained
389
GWI
Grace & White Inc
New York
$20M -$759K 1 3.53% Reduced
390
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$19.9M -$44.6M 3 0.35% Reduced
391
CNAM
Campbell Newman Asset Management
Wisconsin
$19.7M -$13.6M 1 1.6% Reduced
392
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$19.5M -$3.24M 2 0.11% Reduced
393
Congress Asset Management
Congress Asset Management
Massachusetts
$19.4M +$2.48M 3 0.14% Increased
394
Prudential plc
Prudential plc
United Kingdom
$19.3M -$379K 3 0.11% Reduced
395
MCM
Mattern Capital Management
Colorado
$19.3M +$4.21M 2 2.32% Increased
396
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$19.3M -$1.5M 3 0.39% Reduced
397
Calamos Advisors
Calamos Advisors
Illinois
$19.2M +$4.82M 5 0.07% Increased
398
Everett Harris & Co
Everett Harris & Co
California
$19.1M +$993K 1 0.25% Increased
399
Xponance
Xponance
Pennsylvania
$19.1M +$2.88M 9 0.14% Increased
400
BCAM
Boston Common Asset Management
Massachusetts
$18.8M +$1.28M 2 1.21% Increased