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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
APF
Alaska Permanent Fund
Alaska
$15.7M +$14.9M 2 0.31% New
402
LIM
Lathrop Investment Management
Arkansas
$15.7M -$600K 1 3.19% Reduced
403
Kennedy Capital Management
Kennedy Capital Management
Missouri
$15.6M +$3.95M 3 0.36% Increased
404
USS Investment Management
USS Investment Management
United Kingdom
$15.6M $0 2 0.18% Maintained
405
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$15.5M -$26.2M 7 0.06% Reduced
406
SouthState Corp
SouthState Corp
Florida
$15.4M -$116K 2 1.38% Reduced
407
ELI
Empire Life Investments
Ontario, Canada
$15.4M -$52.1K 1 1.05% Reduced
408
ROC
Running Oak Capital
Minnesota
$15.3M +$7.27M 2 3.76% Increased
409
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$15.2M +$1.07M 8 0.34% Increased
410
RT
Rockland Trust
Massachusetts
$15.2M +$613K 2 0.91% Increased
411
DP
DDD Partners
Washington
$15.1M -$26.3K 1 2.1% Reduced
412
Adage Capital Partners
Adage Capital Partners
Massachusetts
$15M -$57.7K 1 0.03% Reduced
413
Första AP-fonden
Första AP-fonden
Sweden
$15M +$1.34M 2 0.16% Increased
414
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$14.9M +$467K 8 0.18% Increased
415
Xponance
Xponance
Pennsylvania
$14.8M +$667K 7 0.2% Increased
416
MC
Middleton & Co
Massachusetts
$14.7M +$225K 2 1.95% Increased
417
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$14.7M +$5.9M 2 0.7% Increased
418
Cresset Asset Management
Cresset Asset Management
Illinois
$14.7M +$11.8M 5 0.02% Increased
419
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$14.6M -$140K 2 0.84% Reduced
420
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$14.6M +$1.98M 1 0.63% Increased
421
LM
Luminus Management
Texas
$14.5M +$349K 1 4.37% Increased
422
YCM
Yaupon Capital Management
New York
$14.4M +$13.8M 1 1.83% New
423
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$14.4M +$35.4K 2 0.39% Increased
424
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$14.3M +$893K 3 0.34% Increased
425
Walleye Capital
Walleye Capital
New York
$14.2M +$13.1M 1 0.05% Increased