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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
176
UBS
UBS
Switzerland
$24.9M +$24.9M 10 0.03% New
177
QS Investors
QS Investors
New York
$24.6M +$23M 2 0.86% New
178
Glenview Capital Management
Glenview Capital Management
New York
$24.4M +$23.4M 1 0.22% New
179
Comerica Bank
Comerica Bank
Texas
$23.9M +$23.5M 5 0.19% New
180
Janus Henderson Group
Janus Henderson Group
$23.8M +$23.2M 4 0.28% New
181
Bank of Montreal
Bank of Montreal
Ontario, Canada
$23.6M +$23.5M 8 0.04% New
182
SIM
Sprucegrove Investment Management
Ontario, Canada
$23.2M +$22.6M 1 0.42% New
183
RIG
Roosevelt Investment Group
New York
$23M +$22.7M 1 1.03% New
184
Pzena Investment Management
Pzena Investment Management
New York
$22.7M +$21.8M 1 0.15% New
185
GC
GW Capital
Washington
$22M +$22.5M 1 1.12% New
186
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$21.5M +$21.2M 3 0.26% New
187
TCW Group
TCW Group
California
$21.5M +$21.2M 3 0.11% New
188
HL Financial Services
HL Financial Services
Kentucky
$21.4M +$20.9M 2 0.79% New
189
Citigroup
Citigroup
New York
$21.4M +$21.2M 10 0.02% New
190
SJIC
St. James Investment Company
Texas
$21.3M +$21.9M 1 2.36% New
191
GH
GAM Holding
Switzerland
$21.1M +$21.3M 3 0.46% New
192
ESCM
Echo Street Capital Management
New York
$20.9M +$20.6M 1 3.18% New
193
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$20.9M +$20.7M 3 0.17% New
194
Washington Trust
Washington Trust
Rhode Island
$20.7M +$20.4M 1 1.75% New
195
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$20.7M +$20.4M 3 0.14% New
196
AQR Capital Management
AQR Capital Management
Connecticut
$20.4M +$20M 8 0.07% New
197
Sterling Capital Management
Sterling Capital Management
North Carolina
$20.1M +$20.6M 1 0.25% New
198
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$20.1M +$19.9M 10 0.16% New
199
MPIA
Mountain Pacific Investment Advisers
Idaho
$20.1M +$19.9M 2 3.01% New
200
ICM
IronBridge Capital Management
Illinois
$19.8M +$19.3M 2 0.39% New