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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
First Pacific Advisors
First Pacific Advisors
California
$24.5M $0 1 0.2% Maintained
177
Two Sigma Advisers
Two Sigma Advisers
New York
$24.5M -$346K 4 0.18% Reduced
178
Victory Capital Management
Victory Capital Management
Texas
$24.3M -$717K 2 0.18% Reduced
179
Aviva
Aviva
United Kingdom
$23.5M +$2.12M 4 0.19% Increased
180
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$23.5M -$2.46M 5 0.01% Reduced
181
FQ
First Quadrant
California
$23.3M $0 1 0.52% Maintained
182
PIM
Provident Investment Management
Michigan
$23.2M -$51.5K 1 5.4% Reduced
183
Point72 Asset Management
Point72 Asset Management
Connecticut
$23.1M +$6.13M 2 0.17% Increased
184
MPIA
Mountain Pacific Investment Advisers
Idaho
$22.8M -$1.37M 2 2.95% Reduced
185
Canada Life
Canada Life
Manitoba, Canada
$22.8M +$163K 9 0.08% Increased
186
Two Sigma Investments
Two Sigma Investments
New York
$22.6M -$17.4M 4 0.1% Reduced
187
Bessemer Group
Bessemer Group
New Jersey
$22.6M +$10.8K 3 0.13% Increased
188
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$22.4M +$2.37M 1 1.15% Increased
189
Washington Trust
Washington Trust
Rhode Island
$22.2M -$242K 1 1.63% Reduced
190
RCM
Rutabaga Capital Management
Massachusetts
$22.1M +$796K 1 2.2% Increased
191
MDCM
Morgan Dempsey Capital Management
Wisconsin
$21.7M +$1.85M 3 5.08% Increased
192
FIM
FourPoints Investment Managers
France
$21.6M -$6.25M 1 2.51% Reduced
193
ClearBridge Investments
ClearBridge Investments
New York
$21.5M -$592K 4 0.02% Reduced
194
Bahl & Gaynor
Bahl & Gaynor
Ohio
$21.5M -$372K 1 0.32% Reduced
195
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$21M $0 1 0.08% Maintained
196
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$20.7M -$174K 10 0.15% Reduced
197
KeyBank National Association
KeyBank National Association
Ohio
$20.5M -$487K 5 0.14% Reduced
198
TCW Group
TCW Group
California
$20.2M -$24.3K 3 0.08% Reduced
199
TCP
TAMRO Capital Partners
Virginia
$20.1M -$5.32M 1 1.34% Reduced
200
PCP
P2 Capital Partners
New York
$20.1M -$7.85M 1 2.83% Reduced