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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
Aviva
Aviva
United Kingdom
$90.7M -$1.11M 6 0.3% Reduced
177
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$88.9M -$37.6M 3 2.66% Reduced
178
Royal London Asset Management
Royal London Asset Management
United Kingdom
$88.1M +$3.77M 4 0.22% Increased
179
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$87.7M +$762K 4 0.95% Increased
180
Candriam SCA
Candriam SCA
Luxembourg
$86.8M +$3.16M 5 0.56% Increased
181
National Bank of Canada
National Bank of Canada
Quebec, Canada
$85.7M +$28M 6 0.13% Increased
182
Adage Capital Partners
Adage Capital Partners
Massachusetts
$84.5M -$95.4M 2 0.16% Reduced
183
Baird Financial Group
Baird Financial Group
Wisconsin
$84.3M -$2.1M 8 0.18% Reduced
184
CAM
Cacti Asset Management
Georgia
$83.2M -$4.67M 1 6.64% Reduced
185
Korea Investment Corp
Korea Investment Corp
South Korea
$83.1M -$83.5M 4 0.21% Reduced
186
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$82.1M -$87.1K 9 0.25% Reduced
187
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$80M -$8.12M 2 0.7% Reduced
188
Nomura Asset Management
Nomura Asset Management
Japan
$80M +$2.26M 6 0.29% Increased
189
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$79.8M -$882K 2 3.63% Reduced
190
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$78.8M -$4.28M 5 0.75% Reduced
191
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$78.1M -$1.06M 2 0.97% Reduced
192
Baupost Group
Baupost Group
Massachusetts
$77.9M -$31.3M 1 2.13% Reduced
193
LPL Financial
LPL Financial
California
$76.8M +$15.8M 8 0.04% Increased
194
US Bancorp
US Bancorp
Minnesota
$76.2M -$4.96M 10 0.11% Reduced
195
Driehaus Capital Management
Driehaus Capital Management
Illinois
$75.9M +$16.8M 4 0.76% Increased
196
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$74.5M +$637K 11 0.22% Increased
197
Asset Management One
Asset Management One
Japan
$69.9M -$3.57M 7 0.27% Reduced
198
SG Americas Securities
SG Americas Securities
New York
$69.5M +$28.9M 8 0.33% Increased
199
AIG
American International Group
New York
$69.4M +$3.29M 12 0.25% Increased
200
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$69.1M +$251K 4 0.11% Increased