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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
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$22.6M +$21M 1 1.33% New
202
HCM
Hutchinson Capital Management
California
$22.5M -$219K 1 7% Reduced
203
SAM
Skyline Asset Management
Illinois
$22.1M +$22.8K 1 1.58% Increased
204
Kennedy Capital Management
Kennedy Capital Management
Missouri
$22M -$528K 3 0.42% Reduced
205
SAM
Scopus Asset Management
New York
$21.8M +$6.34M 1 0.36% Increased
206
Federated Hermes
Federated Hermes
Pennsylvania
$21.7M -$8.15M 5 0.06% Reduced
207
CBOA
Commonwealth Bank of Australia
Australia
$21.5M -$4.9M 3 0.26% Reduced
208
Marshall Wace
Marshall Wace
United Kingdom
$21.3M -$19.5M 2 0.15% Reduced
209
FQ
First Quadrant
California
$21.2M -$2.48M 3 0.45% Reduced
210
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$21.1M -$3.87M 10 0.09% Reduced
211
MPMG
Minneapolis Portfolio Management Group
Minnesota
$21M -$4.23M 1 3.66% Reduced
212
Stifel Financial
Stifel Financial
Missouri
$21M -$5.05M 5 0.09% Reduced
213
RMCM
Reynders McVeigh Capital Management
Massachusetts
$20.9M -$779K 2 3.05% Reduced
214
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$20.8M +$1M 2 0.62% Increased
215
TEC
Tiger Eye Capital
Tennessee
$20.7M +$19.8M 1 2.57% New
216
Raymond James & Associates
Raymond James & Associates
Florida
$20.6M +$7.87M 6 0.06% Increased
217
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$20.4M +$18.4M 2 0.32% Increased
218
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$20.4M -$489K 2 0.37% Reduced
219
Trillium Asset Management
Trillium Asset Management
Massachusetts
$20M -$381K 1 1.28% Reduced
220
IFB
iAB Financial Bank
Indiana
$19.9M -$213K 1 11.75% Reduced
221
AIG
American International Group
New York
$19.3M +$252K 10 0.08% Increased
222
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$19.1M +$429K 3 0.19% Increased
223
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$18.7M $0 1 0.71% Maintained
224
Comerica Bank
Comerica Bank
Texas
$18.6M -$1.78M 5 0.16% Reduced
225
NIMI
Natixis Investment Managers International
France
$18.3M +$2.69M 5 1.87% Increased