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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
Canada Life
Canada Life
Manitoba, Canada
$22.5M +$2M 9 0.09% Increased
177
H
Hexavest
Quebec, Canada
$22.4M +$410K 1 0.39% Increased
178
HI
Honeywell International
North Carolina
$22.4M -$512K 1 0.61% Reduced
179
VDBMI
Van Den Berg Management I
Texas
$22M -$9.4M 1 2.83% Reduced
180
Putnam Investments
Putnam Investments
Massachusetts
$21.9M +$517K 1 0.05% Increased
181
RCM
Rutabaga Capital Management
Massachusetts
$21.9M +$3.02M 1 2.69% Increased
182
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$21.6M -$3.31M 4 0.31% Reduced
183
Washington Trust
Washington Trust
Rhode Island
$21.4M -$1.54M 1 1.54% Reduced
184
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$21.1M +$5.58M 4 0.1% Increased
185
Federated Hermes
Federated Hermes
Pennsylvania
$20.9M -$48M 6 0.07% Reduced
186
KBC Group
KBC Group
Belgium
$20.7M -$2.5M 10 0.42% Reduced
187
SCM
Shapiro Capital Management
Georgia
$19.9M +$22.2M 1 0.6% Increased
188
RHJA
Rice Hall James & Associates
California
$19.6M -$1.95M 3 1.27% Reduced
189
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$19.6M -$20.9M 5 0.1% Reduced
190
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$19.1M -$193K 2 0.07% Reduced
191
EULAV Asset Management
EULAV Asset Management
Florida
$19.1M -$165K 2 1.08% Reduced
192
FQ
First Quadrant
California
$18.9M +$5.43M 3 0.42% Increased
193
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$18.9M -$51.3M 1 0.21% Reduced
194
Stifel Financial
Stifel Financial
Missouri
$18.8M +$195K 7 0.11% Increased
195
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$18.8M -$307K 10 0.14% Reduced
196
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$18.5M +$1.43M 2 0.72% Increased
197
LM
Luminus Management
Texas
$18.2M +$15M 2 0.56% Increased
198
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$18.1M +$16M 3 0.12% Increased
199
CI Global Investments
CI Global Investments
California
$18M +$9.92M 1 0.42% Increased
200
Two Sigma Advisers
Two Sigma Advisers
New York
$18M +$2.73M 6 0.11% Increased