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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
Robeco Schweiz
Robeco Schweiz
Switzerland
$39.1M +$1.44M 1 3.34% Increased
152
D.E. Shaw & Co
D.E. Shaw & Co
New York
$38.7M +$31.7M 6 0.07% Increased
153
KBC Group
KBC Group
Belgium
$38.5M +$8.49M 8 0.35% Increased
154
R.M. Davis Inc
R.M. Davis Inc
Maine
$38M +$836K 2 1.72% Increased
155
GIM
GCA Investment Management
New York
$36.9M -$9.22M 3 8.65% Reduced
156
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$34.9M -$45.6M 3 0.25% Reduced
157
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$33.9M +$12.9M 4 0.31% Increased
158
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$33.8M +$19.3M 1 0.54% Increased
159
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$33.7M -$1.85M 10 0.04% Reduced
160
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$33.3M -$6.21M 1 4.4% Reduced
161
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$32.6M +$4.27M 5 0.25% Increased
162
Canada Life
Canada Life
Manitoba, Canada
$32.3M +$1.19M 10 0.09% Increased
163
Wedge Capital Management
Wedge Capital Management
North Carolina
$31.9M -$19.5K 2 0.31% Reduced
164
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$31.7M +$415K 3 0.11% Increased
165
Rockefeller Financial Services
Rockefeller Financial Services
New York
$31.1M +$246K 4 0.62% Increased
166
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$31M +$12.3M 2 0.9% Increased
167
HI
Honeywell International
North Carolina
$30M -$120K 1 0.97% Reduced
168
Welch & Forbes
Welch & Forbes
Massachusetts
$29.4M +$1.22M 2 0.84% Increased
169
AAM
ACK Asset Management
Connecticut
$29M +$6.92M 1 8.58% Increased
170
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$28.8M +$18.4M 4 0.37% Increased
171
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$28.8M -$3.68M 4 0.08% Reduced
172
QIM
Quantitative Investment Management
Virginia
$28.7M +$1.62M 3 0.44% Increased
173
ACI
AMP Capital Investors
Australia
$28.7M +$1.86M 3 0.17% Increased
174
PIM
Provident Investment Management
Michigan
$28.4M -$610K 1 5.29% Reduced
175
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$28.4M -$2.64M 1 4.4% Reduced