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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
SIM
Sprucegrove Investment Management
Ontario, Canada
$38.2M -$4.07M 1 1.6% Reduced
152
Emerald Acquisition
Emerald Acquisition
Washington
$37.1M -$50.9M 7 0.07% Reduced
153
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$36.7M -$4.52M 3 0.37% Reduced
154
APG Asset Management
APG Asset Management
Netherlands
$36.5M -$7.34M 3 0.06% Reduced
155
Epoch Investment Partners
Epoch Investment Partners
New York
$35.8M -$2.35M 1 0.13% Reduced
156
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$35.6M +$1.19M 4 0.13% Increased
157
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$35.6M -$87.3K 10 0.04% Reduced
158
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$35.2M -$12.9M 5 0.16% Reduced
159
Point72 Asset Management
Point72 Asset Management
Connecticut
$35.1M -$65.6M 3 0.25% Reduced
160
Millennium Management
Millennium Management
New York
$35M -$38.8M 6 0.06% Reduced
161
UBS Group
UBS Group
Switzerland
$34.7M -$3.99M 11 0.02% Reduced
162
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$34.4M +$15.7M 6 0.17% Increased
163
Alyeska Investment Group
Alyeska Investment Group
Illinois
$33.7M +$31.5M 1 0.31% New
164
Citigroup
Citigroup
New York
$32.1M +$8.33M 10 0.03% Increased
165
R.M. Davis Inc
R.M. Davis Inc
Maine
$32M -$839K 2 1.56% Reduced
166
Westfield Capital Management
Westfield Capital Management
Massachusetts
$31.1M +$5.4M 1 0.25% Increased
167
KBC Group
KBC Group
Belgium
$30M +$1.55M 8 0.36% Increased
168
Wedge Capital Management
Wedge Capital Management
North Carolina
$29.8M -$986K 2 0.3% Reduced
169
Canada Life
Canada Life
Manitoba, Canada
$29.2M +$89.3K 10 0.09% Increased
170
Boston Trust Walden
Boston Trust Walden
Massachusetts
$29.2M -$94.3K 1 0.48% Reduced
171
UBS O'Connor
UBS O'Connor
Illinois
$29M -$2.64M 1 0.43% Reduced
172
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$28.9M -$679K 8 0.3% Reduced
173
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$28.3M +$314K 5 0.38% Increased
174
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$28.2M +$141K 1 4.86% Increased
175
AAM
ACK Asset Management
Connecticut
$27.9M $0 1 8.45% Maintained