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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
151
Geneva Capital Management
Geneva Capital Management
Wisconsin
$34.2M -$1.99M 1 0.84% Reduced
152
Balyasny Asset Management
Balyasny Asset Management
Illinois
$34.1M -$39.9M 2 0.39% Reduced
153
Evercore Wealth Management
Evercore Wealth Management
New York
$33.9M +$551K 5 1.75% Increased
154
SIM
Sprucegrove Investment Management
Ontario, Canada
$33.5M +$12M 1 0.57% Increased
155
BlackRock Japan
BlackRock Japan
Japan
$33.4M +$256K 4 0.15% Increased
156
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$33.2M -$174K 7 0.19% Reduced
157
Scout Investments
Scout Investments
Missouri
$33.1M -$20M 1 0.39% Reduced
158
TEC
Tiger Eye Capital
Tennessee
$33.1M +$29.6M 1 3.47% New
159
H
Hexavest
Quebec, Canada
$32.9M +$18M 2 0.49% Increased
160
Polar Capital
Polar Capital
United Kingdom
$32.1M +$2.37M 1 0.68% Increased
161
CCI
Columbus Circle Investors
$32M +$1.75M 1 0.22% Increased
162
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$31.8M -$2.57M 10 0.04% Reduced
163
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$31M -$6.4M 5 0.11% Reduced
164
RIM
Rainier Investment Management
Washington
$30.4M +$22.4M 1 0.47% Increased
165
PGGM Investments
PGGM Investments
Netherlands
$30.4M +$1.42M 1 0.15% Increased
166
FIM
FourPoints Investment Managers
France
$30.3M -$1.92M 1 2.87% Reduced
167
OAM
Origin Asset Management
United Kingdom
$30.3M -$768K 1 1.96% Reduced
168
KAM
Keeley Asset Management
Illinois
$29.7M -$1.39M 2 0.53% Reduced
169
TCP
TAMRO Capital Partners
Virginia
$29.1M -$5.06M 1 1.47% Reduced
170
PCP
P2 Capital Partners
New York
$28.8M -$10.7M 1 4.54% Reduced
171
Foresters Investment Management
Foresters Investment Management
New York
$28.6M -$5.43M 2 0.59% Reduced
172
First Pacific Advisors
First Pacific Advisors
California
$28.5M $0 1 0.23% Maintained
173
R.M. Davis Inc
R.M. Davis Inc
Maine
$27.7M -$1.12M 2 1.6% Reduced
174
Victory Capital Management
Victory Capital Management
Texas
$27.5M -$17.4M 2 0.19% Reduced
175
Two Sigma Advisers
Two Sigma Advisers
New York
$27M +$20.3M 5 0.21% Increased