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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
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$35.4M +$34.6M 2 0.2% New
152
KeyBank National Association
KeyBank National Association
Ohio
$35M +$254K 4 0.23% Increased
153
Marshall Wace
Marshall Wace
United Kingdom
$35M +$17M 2 0.29% Increased
154
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$34.9M -$3.64M 11 0.04% Reduced
155
MPIA
Mountain Pacific Investment Advisers
Idaho
$34.5M +$780K 2 3.96% Increased
156
AAM
ACK Asset Management
Connecticut
$31.7M +$8.84M 1 9.42% Increased
157
Barclays
Barclays
United Kingdom
$31.5M +$21.6M 11 0.04% Increased
158
HI
Honeywell International
North Carolina
$31.2M +$8.76M 1 0.8% Increased
159
R.M. Davis Inc
R.M. Davis Inc
Maine
$30.7M -$40.4K 2 1.51% Reduced
160
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$29.9M +$2.98M 4 0.12% Increased
161
Federated Hermes
Federated Hermes
Pennsylvania
$29.6M +$2.16M 5 0.09% Increased
162
ECP
Electron Capital Partners
New York
$29.1M +$16.7M 2 7.18% Increased
163
Wedge Capital Management
Wedge Capital Management
North Carolina
$28.2M -$6.97M 2 0.29% Reduced
164
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$27.4M +$19.1M 4 0.31% Increased
165
Winton Group
Winton Group
United Kingdom
$27.1M +$27.8M 1 0.45% New
166
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$26.9M -$2.2M 8 0.35% Reduced
167
Canada Life
Canada Life
Manitoba, Canada
$26.7M +$7.94M 10 0.08% Increased
168
KBC Group
KBC Group
Belgium
$26.4M +$415K 9 0.38% Increased
169
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$26.2M +$1.32M 1 4.69% Increased
170
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$26M -$68.6K 5 0.36% Reduced
171
UBS O'Connor
UBS O'Connor
Illinois
$25.6M -$28.8M 1 0.55% Reduced
172
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$24.7M -$691K 1 0.25% Reduced
173
Stifel Financial
Stifel Financial
Missouri
$24.6M +$1.16M 7 0.11% Increased
174
RHJA
Rice Hall James & Associates
California
$24.4M -$2.01M 3 1.41% Reduced
175
PIM
Provident Investment Management
Michigan
$24.3M -$1.95M 1 5% Reduced