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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
201
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$21.1M +$8.31M 4 0.26% Increased
202
IFB
iAB Financial Bank
Indiana
$21.1M -$278K 1 18.67% Reduced
203
TCW Group
TCW Group
California
$21M +$373K 3 0.09% Increased
204
US Bancorp
US Bancorp
Minnesota
$20.8M +$322K 10 0.09% Increased
205
Washington Trust
Washington Trust
Rhode Island
$20.8M -$388K 1 1.57% Reduced
206
Baird
Baird
Wisconsin
$20.8M +$4.6M 4 0.3% Increased
207
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$20.7M +$803K 2 1.53% Increased
208
Pzena Investment Management
Pzena Investment Management
New York
$20.5M -$1.39M 1 0.12% Reduced
209
MDCM
Morgan Dempsey Capital Management
Wisconsin
$20.3M +$4.62M 3 5.02% Increased
210
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$20.1M -$479K 3 0.26% Reduced
211
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$19.9M +$19.3M 1 0.88% New
212
Bahl & Gaynor
Bahl & Gaynor
Ohio
$19.9M -$474K 1 0.32% Reduced
213
WC
Walthausen & Co
New York
$19.7M -$2.25M 2 1.57% Reduced
214
H
Hexavest
Quebec, Canada
$19.3M +$18.9M 2 0.3% New
215
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$19.1M +$18.7M 1 0.09% New
216
KBC Group
KBC Group
Belgium
$18.7M -$1.35M 7 0.3% Reduced
217
IAM
Impala Asset Management
Florida
$18.3M +$14.3M 1 0.66% Increased
218
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$18.2M -$3.33M 4 0.05% Reduced
219
Marshall Wace
Marshall Wace
United Kingdom
$18.2M +$18.4M 2 0.33% New
220
Macquarie Group
Macquarie Group
Australia
$18M -$2.46M 4 0.03% Reduced
221
FQ
First Quadrant
California
$17.8M -$286K 1 0.4% Reduced
222
Credit Agricole
Credit Agricole
France
$17.7M -$21.7M 7 0.07% Reduced
223
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$17.5M -$3.19M 5 0.01% Reduced
224
AIG
American International Group
New York
$17.5M -$341K 10 0.08% Reduced
225
HighTower Advisors
HighTower Advisors
Illinois
$17.2M +$5.78M 4 0.34% Increased