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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
126
SDJVC
St. Denis J. Villere & Co
Louisiana
$59.4M +$63.1M 1 4.19% New
127
MPIA
Mountain Pacific Investment Advisers
Idaho
$59.2M +$883K 2 6.6% Increased
128
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$57.5M -$20.8M 2 7.12% Reduced
129
ACM
Atlanta Capital Management
Georgia
$57.1M +$744K 1 0.32% Increased
130
CRM
Cramer Rosenthal McGlynn
Connecticut
$56.9M -$2.55M 2 1.44% Reduced
131
Natixis Advisors
Natixis Advisors
Massachusetts
$56M +$1.09M 5 0.55% Increased
132
NSCM
New South Capital Management
Tennessee
$55.4M -$2.07M 1 1.78% Reduced
133
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$53.4M +$216K 1 0.65% Increased
134
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$53M +$4.2M 5 0.32% Increased
135
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$52.8M -$13.8M 2 1.06% Reduced
136
National Pension Service
National Pension Service
South Korea
$52.6M +$2.62M 3 0.22% Increased
137
William Blair Investment Management
William Blair Investment Management
Illinois
$52.4M -$46.8M 3 0.26% Reduced
138
Royal London Asset Management
Royal London Asset Management
United Kingdom
$52.3M +$26.8M 4 0.46% Increased
139
HSBC Holdings
HSBC Holdings
United Kingdom
$52.3M -$16.3M 7 0.1% Reduced
140
Evercore Wealth Management
Evercore Wealth Management
New York
$51.3M +$705K 2 1.94% Increased
141
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$51.1M -$2.37M 9 0.51% Reduced
142
CAM
Cacti Asset Management
Georgia
$50.8M $0 1 4.45% Maintained
143
Citigroup
Citigroup
New York
$50.5M +$18.1M 12 0.05% Increased
144
Aperio Group
Aperio Group
California
$49M +$2.15M 9 0.25% Increased
145
Channing Capital Management
Channing Capital Management
Illinois
$48.6M -$12.7M 1 2.43% Reduced
146
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$48.5M +$46.1M 4 0.58% Increased
147
AMF Tjänstepension
AMF Tjänstepension
Sweden
$48.4M -$5.45M 2 0.53% Reduced
148
Los Angeles Capital Management
Los Angeles Capital Management
California
$47.8M +$847K 8 0.3% Increased
149
VIM
Veritas Investment Management
United Kingdom
$46.9M +$3.34M 2 5.7% Increased
150
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$46.8M -$346K 1 0.94% Reduced