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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
Glenmede Trust
Glenmede Trust
Pennsylvania
$23M +$6.05M 6 0.15% Increased
177
Federated Hermes
Federated Hermes
Pennsylvania
$22.9M -$1.25M 6 0.07% Reduced
178
Two Sigma Investments
Two Sigma Investments
New York
$22.4M +$12.7M 6 0.11% Increased
179
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$22.2M -$211K 2 0.84% Reduced
180
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$22.2M +$189K 1 0.23% Increased
181
RCM
Rutabaga Capital Management
Massachusetts
$22.2M -$6.58M 1 3.6% Reduced
182
EULAV Asset Management
EULAV Asset Management
Florida
$22M -$335K 2 1.23% Reduced
183
US Bancorp
US Bancorp
Minnesota
$21.8M +$251K 9 0.09% Increased
184
SAM
Skyline Asset Management
Illinois
$21.6M +$727K 1 1.53% Increased
185
Welch & Forbes
Welch & Forbes
Massachusetts
$21.5M +$632K 2 0.67% Increased
186
CI
Cooper Investors
Australia
$21.5M +$19.5K 1 4.51% Increased
187
MPMG
Minneapolis Portfolio Management Group
Minnesota
$21.1M -$11.4M 1 3.51% Reduced
188
VDBMI
Van Den Berg Management I
Texas
$20.8M -$1.14M 1 2.74% Reduced
189
Baird Financial Group
Baird Financial Group
Wisconsin
$20.8M +$4.02M 6 0.2% Increased
190
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$20.8M -$233K 9 0.16% Reduced
191
Nuveen
Nuveen
North Carolina
$20.7M -$26.4M 5 0.11% Reduced
192
Comerica Bank
Comerica Bank
Texas
$20.3M +$795K 5 0.18% Increased
193
Marshall Wace
Marshall Wace
United Kingdom
$20.3M +$3.71M 5 0.2% Increased
194
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$20.3M -$10.8M 6 0.12% Reduced
195
Aviva
Aviva
United Kingdom
$19.9M +$24.7K 4 0.15% Increased
196
Point72 Asset Management
Point72 Asset Management
Connecticut
$19.9M -$17.9M 3 0.15% Reduced
197
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$19.3M -$1.7M 10 0.13% Reduced
198
HCM
Hutchinson Capital Management
California
$19.2M +$9.1M 1 6.07% Increased
199
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$19.1M +$1.15M 2 0.67% Increased
200
ACI
AMP Capital Investors
Australia
$18.8M +$1.73M 4 0.13% Increased