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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
EULAV Asset Management
EULAV Asset Management
Florida
$47.4M $0 1 1.63% Maintained
177
Asset Management One
Asset Management One
Japan
$47.2M -$2.51M 7 0.21% Reduced
178
Swedbank
Swedbank
Sweden
$47.1M -$59.4M 1 0.19% Reduced
179
AMF Tjänstepension
AMF Tjänstepension
Sweden
$46.8M +$2.86M 2 0.45% Increased
180
PWLP
Prio Wealth Limited Partnership
Massachusetts
$46.3M +$570K 3 1.96% Increased
181
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$46.2M -$5.56M 2 0.39% Reduced
182
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$46.1M +$3.92M 4 0.08% Increased
183
SM
Sunriver Management
Connecticut
$46M +$20.6M 2 8.07% Increased
184
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$45.9M -$1.28M 4 1.52% Reduced
185
R.M. Davis Inc
R.M. Davis Inc
Maine
$45.5M -$60.8K 2 1.49% Reduced
186
Point72 Asset Management
Point72 Asset Management
Connecticut
$45.4M -$26.5M 4 0.24% Reduced
187
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$44.9M +$5.7M 1 4.45% Increased
188
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$44.9M -$164K 2 0.11% Reduced
189
Davenport & Co
Davenport & Co
Virginia
$43.5M +$10.6M 2 0.47% Increased
190
Two Sigma Investments
Two Sigma Investments
New York
$43.2M +$17.5M 7 0.13% Increased
191
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$42.9M +$3.58M 2 1.88% Increased
192
American Century Companies
American Century Companies
Missouri
$42.7M -$290M 5 0.04% Reduced
193
SIC
Schwartz Investment Counsel
Michigan
$42.7M +$6.22M 1 2.02% Increased
194
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$41M -$2.19M 1 2.33% Reduced
195
William Blair & Company
William Blair & Company
Illinois
$40M +$7.06M 3 0.21% Increased
196
Los Angeles Capital Management
Los Angeles Capital Management
California
$39.8M -$32.5M 5 0.2% Reduced
197
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$39.5M +$501K 1 0.68% Increased
198
Quilter Plc
Quilter Plc
United Kingdom
$39.2M +$38.7M 2 2.3% New
199
PIM
Provident Investment Management
Michigan
$38.9M -$1.18M 1 5.37% Reduced
200
AQR Capital Management
AQR Capital Management
Connecticut
$38.8M -$6.2M 11 0.04% Reduced