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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
Bessemer Group
Bessemer Group
New Jersey
$73.5M +$60.7M 7 0.28% Increased
127
Epoch Investment Partners
Epoch Investment Partners
New York
$72M -$6.7M 1 0.31% Reduced
128
MPIA
Mountain Pacific Investment Advisers
Idaho
$71.7M -$1.02M 2 6.86% Reduced
129
Royal London Asset Management
Royal London Asset Management
United Kingdom
$68.9M +$3.08M 4 0.54% Increased
130
ACM
Atlanta Capital Management
Georgia
$68.8M +$1.01M 1 0.33% Increased
131
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$67.8M -$636K 1 0.76% Reduced
132
SAM
Scopus Asset Management
New York
$67.7M +$45.6M 1 1.98% Increased
133
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$67.3M -$106K 5 0.35% Reduced
134
Chilton Investment Company
Chilton Investment Company
Connecticut
$66.8M -$3.51M 1 2.34% Reduced
135
Evercore Wealth Management
Evercore Wealth Management
New York
$66.1M +$211K 2 2.13% Increased
136
AQR Capital Management
AQR Capital Management
Connecticut
$65.8M -$100M 11 0.07% Reduced
137
William Blair Investment Management
William Blair Investment Management
Illinois
$65.7M -$381K 3 0.28% Reduced
138
CAM
Cacti Asset Management
Georgia
$65M -$272K 1 5.23% Reduced
139
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$64.8M +$18.8M 2 0.16% Increased
140
HSBC Holdings
HSBC Holdings
United Kingdom
$64.3M +$17.8K 8 0.12% Increased
141
Stifel Financial
Stifel Financial
Missouri
$63.6M -$13.2M 8 0.18% Reduced
142
NSCM
New South Capital Management
Tennessee
$63.5M -$1.9M 1 1.84% Reduced
143
CRM
Cramer Rosenthal McGlynn
Connecticut
$63.3M -$2.32M 2 1.51% Reduced
144
Citigroup
Citigroup
New York
$62.1M +$2.23M 12 0.06% Increased
145
MetLife Investment Management
MetLife Investment Management
New Jersey
$62M +$37.6M 11 0.19% Increased
146
Aperio Group
Aperio Group
California
$61.7M +$1.3M 10 0.27% Increased
147
Point72 Asset Management
Point72 Asset Management
Connecticut
$61.5M +$17M 3 0.28% Increased
148
Scout Investments
Scout Investments
Missouri
$60.7M +$31.7M 2 1.24% Increased
149
National Pension Service
National Pension Service
South Korea
$60.6M +$2.09M 3 0.23% Increased
150
Williams Jones & Associates
Williams Jones & Associates
New York
$60.5M +$12.2M 2 1.34% Increased