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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
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$90M +$2.15M 5 0.95% Increased
177
MPIA
Mountain Pacific Investment Advisers
Idaho
$89.7M -$20.2M 2 6.68% Reduced
178
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$87.8M +$2.92M 2 0.98% Increased
179
Korea Investment Corp
Korea Investment Corp
South Korea
$87.8M +$7.51M 4 0.22% Increased
180
Baird Financial Group
Baird Financial Group
Wisconsin
$86M +$302K 9 0.18% Increased
181
Castle Hook Partners
Castle Hook Partners
New York
$85.6M +$85.9M 1 2.01% New
182
Driehaus Capital Management
Driehaus Capital Management
Illinois
$85.2M +$8.2M 5 0.82% Increased
183
Nomura Asset Management
Nomura Asset Management
Japan
$83.4M +$4.24M 6 0.28% Increased
184
CAM
Cacti Asset Management
Georgia
$82.6M $0 1 6.51% Maintained
185
Royal London Asset Management
Royal London Asset Management
United Kingdom
$82.2M -$5.79M 4 0.21% Reduced
186
Epoch Investment Partners
Epoch Investment Partners
New York
$81.4M -$22.1M 1 0.37% Reduced
187
Point72 Asset Management
Point72 Asset Management
Connecticut
$80.2M +$63.5M 3 0.21% Increased
188
Cerity Partners
Cerity Partners
New York
$78.5M -$19.8M 6 0.21% Reduced
189
AGF Management
AGF Management
Ontario, Canada
$78.1M -$163M 4 0.43% Reduced
190
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$76.9M +$1.39M 2 3.38% Increased
191
UniSuper Management
UniSuper Management
Australia
$76.3M -$24.2M 7 0.63% Reduced
192
US Bancorp
US Bancorp
Minnesota
$75.8M -$1.31M 10 0.1% Reduced
193
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$75.8M -$2.57M 3 0.72% Reduced
194
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$72.1M +$29.3M 8 0.46% Increased
195
J. Safra Sarasin Holding
J. Safra Sarasin Holding
$71.7M +$72.4M 3 1.31% New
196
VOYA Investment Management
VOYA Investment Management
Georgia
$70.9M -$96.6M 10 0.07% Reduced
197
Los Angeles Capital Management
Los Angeles Capital Management
California
$70.6M -$42.4M 6 0.25% Reduced
198
Pinnacle Associates
Pinnacle Associates
New York
$70M -$1.82M 3 1.1% Reduced
199
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$69.2M +$24.6M 7 0.29% Increased
200
Baupost Group
Baupost Group
Massachusetts
$69M -$1.78M 1 1.9% Reduced
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