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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
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$67.8M +$1.79M 2 3.58% Increased
177
Quilter Plc
Quilter Plc
United Kingdom
$66.9M +$4.23M 1 1.82% Increased
178
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$66.3M -$21.6M 1 0.22% Reduced
179
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$66.3M -$3.24M 2 0.98% Reduced
180
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$65.1M +$1.74M 10 0.21% Increased
181
TIM
Triodos Investment Management
Netherlands
$65M +$323K 4 8.31% Increased
182
Personal Capital Advisors
Personal Capital Advisors
California
$65M +$3.24M 2 0.3% Increased
183
Munro Partners
Munro Partners
Australia
$63.5M -$21.7M 1 2.28% Reduced
184
MAM
Montanaro Asset Management
United Kingdom
$62.5M -$650K 3 7.7% Reduced
185
Truist Financial
Truist Financial
North Carolina
$61.2M -$6.62M 8 0.1% Reduced
186
Royal London Asset Management
Royal London Asset Management
United Kingdom
$61M -$9.04M 4 0.24% Reduced
187
Macquarie Group
Macquarie Group
Australia
$59.3M +$4.6M 9 0.05% Increased
188
Rockefeller Capital Management
Rockefeller Capital Management
New York
$59.3M +$983K 8 0.29% Increased
189
IR
IAT Reinsurance
New York
$58.6M +$55.2M 1 4.25% New
190
Russell Investments Group
Russell Investments Group
United Kingdom
$57.8M -$6.66M 9 0.1% Reduced
191
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$57.2M +$26.8M 11 0.48% Increased
192
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$57M +$5.93K 2 0.76% Increased
193
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$56.7M -$502K 4 0.67% Reduced
194
SAM
Scopus Asset Management
New York
$55.9M -$15.9M 3 1.38% Reduced
195
Mariner
Mariner
Kansas
$55.6M +$40M 3 0.21% Increased
196
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$55.4M +$1.87M 5 0.09% Increased
197
CCM
Compass Capital Management
Minnesota
$55.4M +$1.48M 1 3.95% Increased
198
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$55.1M -$18.1M 1 2.05% Reduced
199
Asset Management One
Asset Management One
Japan
$54.9M -$1.74M 6 0.21% Reduced
200
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$54.9M -$33.8M 1 1.05% Reduced