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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
CRM
Cramer Rosenthal McGlynn
Connecticut
$49.3M +$2.49M 2 2.32% Increased
152
APG Asset Management
APG Asset Management
Netherlands
$48.6M +$20.2M 3 0.1% Increased
153
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$47.9M +$3.34M 4 0.14% Increased
154
Canada Life
Canada Life
Manitoba, Canada
$47.8M -$1.5M 11 0.13% Reduced
155
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$47.5M -$3.99M 1 0.81% Reduced
156
Point72 Asset Management
Point72 Asset Management
Connecticut
$47.1M +$9.95M 6 0.38% Increased
157
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$46.1M $0 6 0.22% Maintained
158
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$45.5M -$9.52M 5 0.15% Reduced
159
Truist Financial
Truist Financial
North Carolina
$44.7M -$8.12M 5 0.12% Reduced
160
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$44.4M +$1.37M 10 0.06% Increased
161
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$44.3M +$26.3M 5 0.12% Increased
162
Boston Trust Walden
Boston Trust Walden
Massachusetts
$44.2M +$4.69M 3 0.7% Increased
163
MC
MIG Capital
California
$44M +$6.16M 1 5.18% Increased
164
Swedbank
Swedbank
Sweden
$43.4M +$2.41M 1 0.21% Increased
165
HCM
Hahn Capital Management
California
$43.2M +$435K 2 7.98% Increased
166
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$42.1M +$2.91M 1 4.94% Increased
167
AAM
Ardevora Asset Management
United Kingdom
$41.8M -$56.4M 1 1.11% Reduced
168
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$41.5M +$2.17M 4 0.13% Increased
169
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$41.3M -$3.46M 1 1.49% Reduced
170
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$40.9M +$1.68M 2 0.13% Increased
171
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$40.2M -$966K 10 0.38% Reduced
172
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$39.8M +$10.2M 2 0.86% Increased
173
SIC
Schwartz Investment Counsel
Michigan
$39.5M +$2.13M 1 2.62% Increased
174
R.M. Davis Inc
R.M. Davis Inc
Maine
$39.4M -$633K 2 1.64% Reduced
175
Jennison Associates
Jennison Associates
New York
$38.8M -$7.48M 2 0.05% Reduced