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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
Stifel Financial
Stifel Financial
Missouri
$48.6M -$19.5M 7 0.1% Reduced
177
Candriam SCA
Candriam SCA
Luxembourg
$48.5M +$2.49M 4 0.46% Increased
178
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$48.5M +$17.6M 3 0.22% Increased
179
SIC
Schwartz Investment Counsel
Michigan
$48M -$2.08M 1 2.42% Reduced
180
Samlyn Capital
Samlyn Capital
New York
$47.9M -$40.6M 1 0.86% Reduced
181
R.M. Davis Inc
R.M. Davis Inc
Maine
$47.2M -$1.23M 1 1.54% Reduced
182
Quilter Plc
Quilter Plc
United Kingdom
$46.9M +$1.33M 1 1.86% Increased
183
PWLP
Prio Wealth Limited Partnership
Massachusetts
$46.4M -$114K 3 1.93% Reduced
184
EP
Edgestream Partners
New Jersey
$45.6M +$1.08M 2 2.95% Increased
185
Davenport & Co
Davenport & Co
Virginia
$45.3M -$284K 2 0.51% Reduced
186
Asset Management One
Asset Management One
Japan
$44.7M -$1.81M 7 0.21% Reduced
187
Personal Capital Advisors
Personal Capital Advisors
California
$44.5M +$43.3M 2 0.34% Increased
188
Comerica Bank
Comerica Bank
Texas
$43M +$1.58M 6 0.31% Increased
189
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$42.7M -$132M 1 0.59% Reduced
190
Silvercrest Asset Management
Silvercrest Asset Management
New York
$42.3M +$9.91M 5 0.36% Increased
191
Boston Trust Walden
Boston Trust Walden
Massachusetts
$41.8M -$9.51M 4 0.52% Reduced
192
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$41.2M +$1.88M 2 3.3% Increased
193
FTCM
Fir Tree Capital Management
New York
$40.7M -$596K 1 2.05% Reduced
194
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$40M -$2.11M 5 0.08% Reduced
195
Epoch Investment Partners
Epoch Investment Partners
New York
$39.5M -$1.67M 1 0.2% Reduced
196
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$39.2M -$565K 4 0.1% Reduced
197
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$39.1M +$2.63M 2 1.93% Increased
198
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$38.2M +$3.01M 2 0.25% Increased
199
CCM
Compass Capital Management
Minnesota
$38M +$485K 1 3.68% Increased
200
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$37.5M +$33.4M 4 0.21% Increased