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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
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$59.5M +$11.5M 1 0.73% Increased
152
Holocene Advisors
Holocene Advisors
New York
$59.4M +$62.4M 2 0.91% Increased
153
VIM
Veritas Investment Management
United Kingdom
$57.6M +$1.98M 1 5.64% Increased
154
Welch & Forbes
Welch & Forbes
Massachusetts
$57.2M +$12.1K 2 1.44% Increased
155
HCM
Hahn Capital Management
California
$56.9M -$764K 2 7.06% Reduced
156
OppenheimerFunds
OppenheimerFunds
New York
$56.2M -$1.68M 5 0.07% Reduced
157
Canada Life
Canada Life
Manitoba, Canada
$55.1M +$11.1M 9 0.15% Increased
158
AMF Tjänstepension
AMF Tjänstepension
Sweden
$54.8M -$4.81M 2 0.54% Reduced
159
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$54.8M +$2.23M 1 1.55% Increased
160
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$53.9M -$1.4M 1 1.04% Reduced
161
Korea Investment Corp
Korea Investment Corp
South Korea
$53.7M +$257K 3 0.24% Increased
162
Sterling Capital Management
Sterling Capital Management
North Carolina
$52.8M -$3.42M 3 0.52% Reduced
163
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$50M -$10.3M 10 0.45% Reduced
164
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$48.6M +$6.34M 3 1.04% Increased
165
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$48.3M +$566K 11 0.05% Increased
166
R.M. Davis Inc
R.M. Davis Inc
Maine
$48.2M -$2.58M 2 1.79% Reduced
167
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$47.6M -$27.5M 1 0.58% Reduced
168
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$47M -$533K 4 0.17% Reduced
169
Nordea Investment Management
Nordea Investment Management
Sweden
$45.7M -$1.86M 3 0.1% Reduced
170
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$45.4M +$6.04M 7 0.14% Increased
171
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$45.3M -$2.61M 4 0.56% Reduced
172
USAA
United Services Automobile Association
Texas
$45.1M +$17.1M 8 0.12% Increased
173
PWLP
Prio Wealth Limited Partnership
Massachusetts
$45M +$3.13M 3 2.11% Increased
174
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$44.7M -$25.7M 2 4.71% Reduced
175
Asset Management One
Asset Management One
Japan
$44.4M -$62.7M 7 0.24% Reduced