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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
HI
Honeywell International
North Carolina
$25.6M $0 1 0.9% Maintained
202
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$25.4M +$1.72M 3 0.2% Increased
203
Point72 Asset Management
Point72 Asset Management
Connecticut
$25.2M +$3.83M 2 0.11% Increased
204
National Pension Service
National Pension Service
South Korea
$25.2M +$979K 1 0.14% Increased
205
ACI
AMP Capital Investors
Australia
$24.9M -$2.45M 3 0.14% Reduced
206
RMCM
Reynders McVeigh Capital Management
Massachusetts
$24.2M -$225K 2 3.16% Reduced
207
Natixis Advisors
Natixis Advisors
Massachusetts
$24.1M +$509K 5 0.25% Increased
208
US Bancorp
US Bancorp
Minnesota
$23.6M +$266K 9 0.08% Increased
209
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$23.2M +$345K 2 0.54% Increased
210
Putnam Investments
Putnam Investments
Massachusetts
$22.4M +$4.85M 5 0.05% Increased
211
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$22.4M +$20.8M 1 0.21% New
212
RR
Robotti Robert
$22.3M -$166K 1 6.13% Reduced
213
Davenport & Co
Davenport & Co
Virginia
$22.3M -$136K 1 0.28% Reduced
214
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$22.2M +$3.76M 2 2.82% Increased
215
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$22.2M $0 1 0.76% Maintained
216
Two Sigma Investments
Two Sigma Investments
New York
$22M +$18.8M 5 0.08% Increased
217
AIG
American International Group
New York
$21.9M -$1.64M 11 0.08% Reduced
218
First Merchants Corp
First Merchants Corp
Indiana
$21.7M +$19.7M 1 3.76% New
219
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$21.5M +$2.07M 3 0.1% Increased
220
ProShare Advisors
ProShare Advisors
Maryland
$21.4M -$227K 7 0.2% Reduced
221
Arizona State Retirement System
Arizona State Retirement System
Arizona
$21.3M +$8.62M 5 0.25% Increased
222
SIM
Sprucegrove Investment Management
Ontario, Canada
$21M -$416K 1 1.18% Reduced
223
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$20.9M +$27.2K 3 0.11% Increased
224
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$20.7M +$1.53M 5 0.18% Increased
225
ACM
American Capital Management
New York
$20.6M +$90.8K 1 1.29% Increased