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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
Fidelity International
Fidelity International
Bermuda
$28M -$13.2M 1 0.1% Reduced
177
Victory Capital Management
Victory Capital Management
Texas
$27.6M +$1.51M 2 0.1% Increased
178
KAM
Keeley Asset Management
Illinois
$27.6M $0 2 0.55% Maintained
179
Calamos Advisors
Calamos Advisors
Illinois
$27.1M -$560K 1 0.18% Reduced
180
HI
Honeywell International
North Carolina
$27M $0 1 0.62% Maintained
181
Bahl & Gaynor
Bahl & Gaynor
Ohio
$26.9M +$3.77M 1 0.38% Increased
182
Putnam Investments
Putnam Investments
Massachusetts
$26.6M -$392K 2 0.05% Reduced
183
First Pacific Advisors
First Pacific Advisors
California
$26.5M $0 1 0.21% Maintained
184
BAPIM
British Airways Pensions Investment Management
United Kingdom
$26M +$25.5M 1 0.85% New
185
CAM
Cacti Asset Management
Georgia
$25.5M -$63.4K 1 2.88% Reduced
186
RCM
Rutabaga Capital Management
Massachusetts
$25.4M -$1.85M 1 2.44% Reduced
187
Panagora Asset Management
Panagora Asset Management
Massachusetts
$25.1M +$7.91M 8 0.13% Increased
188
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$25.1M +$6.38M 2 0.14% Increased
189
SG Americas Securities
SG Americas Securities
New York
$25M +$9.91M 6 0.12% Increased
190
PIM
Provident Investment Management
Michigan
$24.9M +$135K 1 5.43% Increased
191
PCP
P2 Capital Partners
New York
$24.9M $0 1 3.33% Maintained
192
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$24.6M +$5.27M 9 0.01% Increased
193
MPIA
Mountain Pacific Investment Advisers
Idaho
$24.3M -$114K 2 2.95% Reduced
194
AAM
ACK Asset Management
Connecticut
$24.1M +$13.8M 1 8.7% Increased
195
Balyasny Asset Management
Balyasny Asset Management
Illinois
$24M -$9.23M 2 0.22% Reduced
196
RHJA
Rice Hall James & Associates
California
$23.5M +$5.41M 3 1.43% Increased
197
Washington Trust
Washington Trust
Rhode Island
$23.4M -$303K 1 1.61% Reduced
198
Aviva
Aviva
United Kingdom
$23.3M -$434 4 0.18% Reduced
199
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$23.1M -$283K 2 0.69% Reduced
200
CCP
Clough Capital Partners
Massachusetts
$22.4M +$22M 1 0.8% New