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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
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$28M -$4.45M 2 0.15% Reduced
177
Chilton Investment Company
Chilton Investment Company
Connecticut
$27.8M +$27M 3 1.08% New
178
Boston Trust Walden
Boston Trust Walden
Massachusetts
$27.5M -$2.26M 1 0.43% Reduced
179
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$27.3M -$642K 9 0.27% Reduced
180
ACM
Atlanta Capital Management
Georgia
$27.1M +$26.3M 1 0.17% New
181
Aperio Group
Aperio Group
California
$26.9M +$1.2M 8 0.18% Increased
182
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$26.7M +$4.55M 7 0.2% Increased
183
WAM
Water Asset Management
New York
$26.7M +$20.1M 3 13.23% Increased
184
Balyasny Asset Management
Balyasny Asset Management
Illinois
$26.4M -$95.2M 5 0.12% Reduced
185
SIM
Sprucegrove Investment Management
Ontario, Canada
$25.4M -$5.85M 1 1.31% Reduced
186
EULAV Asset Management
EULAV Asset Management
Florida
$25.1M -$543K 2 1.28% Reduced
187
SAM
Scopus Asset Management
New York
$24.8M +$15.5M 1 0.38% Increased
188
Korea Investment Corp
Korea Investment Corp
South Korea
$24.6M +$16.5M 2 0.12% Increased
189
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$24.4M -$975K 1 0.68% Reduced
190
Aviva
Aviva
United Kingdom
$24.3M -$2.84M 4 0.14% Reduced
191
Moore Capital Management
Moore Capital Management
New York
$24.1M +$17.7M 2 0.65% Increased
192
Point72 Asset Management
Point72 Asset Management
Connecticut
$24M -$13.2M 3 0.13% Reduced
193
RHJA
Rice Hall James & Associates
California
$23.9M -$662K 3 1.16% Reduced
194
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$23.8M -$365K 10 0.17% Reduced
195
Baird Financial Group
Baird Financial Group
Wisconsin
$23.7M -$2.86M 5 0.19% Reduced
196
Flossbach Von Storch
Flossbach Von Storch
Germany
$23.4M -$31.8M 1 0.36% Reduced
197
Stifel Financial
Stifel Financial
Missouri
$23.1M +$590K 8 0.09% Increased
198
Kennedy Capital Management
Kennedy Capital Management
Missouri
$22.9M -$1.08M 4 0.4% Reduced
199
Castle Hook Partners
Castle Hook Partners
New York
$22.6M +$6.86M 1 1.21% Increased
200
WBC
Westpac Banking Corp
Australia
$21.9M +$10.1M 3 0.18% Increased