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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
401
WC
Walthausen & Co
New York
$7.45M -$585K 1 0.73% Reduced
402
CCM
Carderock Capital Management
Maryland
$7.44M -$471K 1 3.28% Reduced
403
MLM
Mount Lucas Management
Pennsylvania
$7.42M +$4.62M 2 1.19% Increased
404
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.38M -$2.65M 6 0.05% Reduced
405
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$7.26M -$849K 3 0.17% Reduced
406
CRB
Chad R. Baker
$7.2M $0 1 2.84% Maintained
407
RCM
Riverhead Capital Management
Delaware
$7.2M +$2.71M 6 0.3% Increased
408
OAM
Oxford Asset Management
United Kingdom
$7.13M +$1.37M 6 0.15% Increased
409
NC
NBW Capital
Massachusetts
$7.06M -$2.26M 1 2.21% Reduced
410
KFS
Kurt F. Somerville
$7M -$275K 2 1.55% Reduced
411
NEI
Northwest & Ethical Investments
Ontario, Canada
$6.98M +$1.89M 1 0.47% Increased
412
Hermes Investment Management
Hermes Investment Management
United Kingdom
$6.97M +$3.48M 2 0.1% Increased
413
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$6.94M +$268K 7 0.48% Increased
414
Loews Corp
Loews Corp
New York
$6.92M -$370K 1 0.05% Reduced
415
ClearBridge Investments
ClearBridge Investments
New York
$6.9M -$201K 1 0.01% Reduced
416
PCMK
Paragon Capital Management (Kansas)
Kansas
$6.86M -$244K 1 2.47% Reduced
417
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$6.76M +$7.04M 2 0.61% Increased
418
Mutual of America Capital Management
Mutual of America Capital Management
New York
$6.76M -$4.92M 3 0.1% Reduced
419
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$6.72M +$6.72M 4 0.18% New
420
DnB Asset Management
DnB Asset Management
Norway
$6.72M +$671K 2 0.08% Increased
421
ESCM
Echo Street Capital Management
New York
$6.7M -$1.99M 1 0.2% Reduced
422
ECP
Electron Capital Partners
New York
$6.68M -$11.2M 1 1.27% Reduced
423
LPL Financial
LPL Financial
California
$6.66M +$1.11M 6 0.02% Increased
424
BOK Financial
BOK Financial
Oklahoma
$6.6M +$246K 4 0.19% Increased
425
Fenimore Asset Management
Fenimore Asset Management
New York
$6.52M $0 1 0.25% Maintained