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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
Moore Capital Management
Moore Capital Management
New York
$18M -$7.01M 2 0.84% Reduced
202
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$17.8M -$10.6M 4 0.11% Reduced
203
Macquarie Group
Macquarie Group
Australia
$17.7M -$4.96M 5 0.04% Reduced
204
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$17.7M -$5.75M 4 0.14% Reduced
205
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$17.7M +$791K 10 0.04% Increased
206
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$17.6M +$1.33M 9 0.25% Increased
207
NIM
NXG Investment Management
Texas
$17.4M +$7.65M 2 0.66% Increased
208
US Bancorp
US Bancorp
Minnesota
$17.3M +$2.28M 11 0.07% Increased
209
William Blair Investment Management
William Blair Investment Management
Illinois
$17.1M +$19.5M 3 0.03% New
210
Welch & Forbes
Welch & Forbes
Massachusetts
$17.1M +$2.94M 1 0.57% Increased
211
CI
Cooper Investors
Australia
$17M +$17.9M 1 3.95% New
212
Comerica Bank
Comerica Bank
Texas
$16.9M -$18.1M 5 0.16% Reduced
213
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$16.7M +$36.4K 1 1.68% Increased
214
Candriam SCA
Candriam SCA
Luxembourg
$16.6M -$6.07M 3 0.41% Reduced
215
Aviva
Aviva
United Kingdom
$16M -$675K 4 0.13% Reduced
216
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$15.9M +$9.25M 5 0.19% Increased
217
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$15.9M $0 1 0.07% Maintained
218
SCM
Suffolk Capital Management
New York
$15.4M +$1.49M 2 2.05% Increased
219
SAM
Skyline Asset Management
Illinois
$15.4M +$216K 1 1.16% Increased
220
PWAM
Park West Asset Management
California
$15.4M +$15.4M 1 1.4% New
221
AIG
American International Group
New York
$15M -$503K 11 0.07% Reduced
222
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$14.7M +$92.7K 1 0.12% Increased
223
MDCM
Morgan Dempsey Capital Management
Wisconsin
$14.6M -$1.48M 2 5.16% Reduced
224
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$14.5M -$581K 2 0.51% Reduced
225
ESCM
Echo Street Capital Management
New York
$14.5M +$15.3M 1 0.53% New