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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
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$46.5M +$1.06M 5 0.62% Increased
152
OppenheimerFunds
OppenheimerFunds
New York
$45.4M +$10.5M 5 0.06% Increased
153
HCM
Hahn Capital Management
California
$44.9M -$1.27M 2 6.51% Reduced
154
Welch & Forbes
Welch & Forbes
Massachusetts
$44.6M +$629K 2 1.26% Increased
155
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$44.2M -$32.3M 1 1.41% Reduced
156
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$44.2M +$6.67M 4 0.39% Increased
157
Sterling Capital Management
Sterling Capital Management
North Carolina
$44.2M -$8.67M 3 0.48% Reduced
158
Korea Investment Corp
Korea Investment Corp
South Korea
$41.9M -$2.67M 3 0.23% Reduced
159
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$40.4M -$15.9M 10 0.05% Reduced
160
R.M. Davis Inc
R.M. Davis Inc
Maine
$39.9M -$1.26M 2 1.63% Reduced
161
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$39.7M +$41.2M 1 0.53% New
162
Point72 Asset Management
Point72 Asset Management
Connecticut
$38.9M -$10.1M 3 0.19% Reduced
163
Robeco Schweiz
Robeco Schweiz
Switzerland
$38.7M +$6.08M 2 1.79% Increased
164
Nordea Investment Management
Nordea Investment Management
Sweden
$38.3M +$8.72M 3 0.09% Increased
165
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$38.3M +$433K 4 0.16% Increased
166
Williams Jones & Associates
Williams Jones & Associates
New York
$37.2M +$5.88M 2 1.01% Increased
167
Fred Alger Management
Fred Alger Management
New York
$35.9M -$4.03M 2 0.17% Reduced
168
APG Asset Management
APG Asset Management
Netherlands
$35.8M +$16.9M 3 0.07% Increased
169
Nuveen
Nuveen
North Carolina
$35.8M +$13.9M 3 0.23% Increased
170
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$35.4M +$20.2M 3 0.09% Increased
171
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$34.7M +$25.1M 3 0.84% Increased
172
Marshall Wace North America
Marshall Wace North America
New York
$34.6M -$123M 5 0.33% Reduced
173
Gotham Asset Management
Gotham Asset Management
New York
$34.2M +$12.6M 5 0.53% Increased
174
PWLP
Prio Wealth Limited Partnership
Massachusetts
$34M +$21.4M 3 1.81% Increased
175
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$34M +$4.04M 4 0.06% Increased