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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
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$37.7M -$2.08M 1 0.46% Reduced
177
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$37.2M -$8.41M 1 0.41% Reduced
178
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$36.7M +$30.3M 3 0.29% Increased
179
Korea Investment Corp
Korea Investment Corp
South Korea
$36M +$3.69M 2 0.17% Increased
180
PGGM Investments
PGGM Investments
Netherlands
$35.8M $0 1 0.2% Maintained
181
PIM
Provident Investment Management
Michigan
$34.7M -$502K 1 5.47% Reduced
182
Alyeska Investment Group
Alyeska Investment Group
Illinois
$33.9M +$36.7M 1 0.28% New
183
Baird Financial Group
Baird Financial Group
Wisconsin
$33.3M -$109K 5 0.23% Reduced
184
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$33.1M -$1.72M 1 4.76% Reduced
185
EULAV Asset Management
EULAV Asset Management
Florida
$32.8M -$647K 1 1.57% Reduced
186
MSL
Mackay Shields LLC
New York
$31.4M +$31.3M 5 0.2% New
187
Two Sigma Advisers
Two Sigma Advisers
New York
$30.8M +$5.63M 8 0.08% Increased
188
Comerica Bank
Comerica Bank
Texas
$29.9M +$1.87M 7 0.21% Increased
189
NIMI
Natixis Investment Managers International
France
$29.8M +$10.8M 2 2.13% Increased
190
CC
Carlson Capital
Texas
$29.5M +$29M 1 0.45% New
191
RR
Robotti Robert
$29.5M -$232K 1 8.15% Reduced
192
Arizona State Retirement System
Arizona State Retirement System
Arizona
$28.6M -$130K 5 0.29% Reduced
193
Nordea Investment Management
Nordea Investment Management
Sweden
$28.5M +$5.69M 2 0.07% Increased
194
Great Lakes Advisors
Great Lakes Advisors
Illinois
$28.4M +$8.11M 2 0.68% Increased
195
RMCM
Reynders McVeigh Capital Management
Massachusetts
$28.2M +$726K 2 3.57% Increased
196
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$27.9M +$1.95M 2 0.28% Increased
197
Boston Trust Walden
Boston Trust Walden
Massachusetts
$27.8M -$1.21M 3 0.42% Reduced
198
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$27.8M +$834K 1 0.85% Increased
199
Trillium Asset Management
Trillium Asset Management
Massachusetts
$27.8M -$771K 1 1.53% Reduced
200
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$27.5M +$193K 6 0.12% Increased