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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
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$24.2M -$5.36M 3 0.14% Reduced
177
BAPIM
British Airways Pensions Investment Management
United Kingdom
$23.9M +$4.46M 1 0.72% Increased
178
Rockefeller Financial Services
Rockefeller Financial Services
New York
$23.8M -$15.8K 4 0.48% Reduced
179
Boston Trust Walden
Boston Trust Walden
Massachusetts
$23.8M -$209K 1 0.41% Reduced
180
US Bancorp
US Bancorp
Minnesota
$23.6M +$1.55M 9 0.09% Increased
181
Westfield Capital Management
Westfield Capital Management
Massachusetts
$23.2M +$18.7M 1 0.19% Increased
182
CBOA
Commonwealth Bank of Australia
Australia
$23M -$28.2M 4 0.27% Reduced
183
CI
Cooper Investors
Australia
$22.5M +$2.47M 1 4.71% Increased
184
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$22.1M -$4.09M 10 0.1% Reduced
185
Baird Financial Group
Baird Financial Group
Wisconsin
$22.1M -$294K 6 0.2% Reduced
186
Moore Capital Management
Moore Capital Management
New York
$22.1M +$4.94M 2 0.86% Increased
187
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$21.9M +$10.1M 3 0.17% Increased
188
HCM
Hutchinson Capital Management
California
$21.9M -$104K 1 6.63% Reduced
189
MPMG
Minneapolis Portfolio Management Group
Minnesota
$21.8M -$1.21M 1 3.91% Reduced
190
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$21.4M +$111K 9 0.16% Increased
191
WC
Walthausen & Co
New York
$21.4M +$3.14M 2 2.22% Increased
192
FQ
First Quadrant
California
$21.3M -$17.7M 2 0.47% Reduced
193
DL
Delta Lloyd
Netherlands
$21.3M +$16.2M 4 0.72% Increased
194
ICOM
Investment Counselors of Maryland
Maryland
$21M $0 2 1.15% Maintained
195
Welch & Forbes
Welch & Forbes
Massachusetts
$21M +$879K 2 0.64% Increased
196
Aviva
Aviva
United Kingdom
$20.8M +$641K 4 0.14% Increased
197
EULAV Asset Management
EULAV Asset Management
Florida
$20.6M $0 2 1.13% Maintained
198
Aperio Group
Aperio Group
California
$20.6M +$3.09M 7 0.16% Increased
199
SAM
Skyline Asset Management
Illinois
$20.1M -$4.55M 1 1.48% Reduced
200
Citigroup
Citigroup
New York
$20M -$6.69M 11 0.02% Reduced