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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
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$21.1M +$10.9M 10 0.15% Increased
202
Foresters Investment Management
Foresters Investment Management
New York
$21.1M -$2.27M 2 0.4% Reduced
203
Stifel Financial
Stifel Financial
Missouri
$20.3M +$4.17M 6 0.11% Increased
204
Glenmede Trust
Glenmede Trust
Pennsylvania
$20.1M +$2.55M 6 0.15% Increased
205
Suntrust Banks
Suntrust Banks
Georgia
$19.6M +$3.76M 6 0.13% Increased
206
ACI
AMP Capital Investors
Australia
$19.2M +$4.54M 4 0.12% Increased
207
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$19.2M +$10.1M 11 0.05% Increased
208
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$19.1M +$9.89K 2 0.67% Increased
209
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$19M +$11.3M 4 0.11% Increased
210
Aviva
Aviva
United Kingdom
$18.6M -$8.93M 4 0.13% Reduced
211
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$18.6M +$702K 8 0.26% Increased
212
MDCM
Morgan Dempsey Capital Management
Wisconsin
$18.6M +$900K 2 5.12% Increased
213
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$18.4M +$1.06M 1 1.66% Increased
214
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$18.3M -$40.6K 2 0.33% Reduced
215
SAM
Skyline Asset Management
Illinois
$18.1M $0 1 1.25% Maintained
216
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$17.8M -$3.54M 2 0.53% Reduced
217
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$17.3M +$1.1M 1 0.07% Increased
218
AIG
American International Group
New York
$17.3M +$441K 11 0.07% Increased
219
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$17M +$51.7K 1 0.84% Increased
220
US Bancorp
US Bancorp
Minnesota
$16.8M -$230K 11 0.07% Reduced
221
Two Sigma Advisers
Two Sigma Advisers
New York
$16.7M -$21.5M 5 0.12% Reduced
222
William Blair & Company
William Blair & Company
Illinois
$16.5M -$59.1K 5 0.02% Reduced
223
FQ
First Quadrant
California
$16.3M +$9.71M 2 0.34% Increased
224
LCP
Lombardia Capital Partners
California
$16.2M -$862K 1 0.55% Reduced
225
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$16.1M +$168K 1 0.12% Increased