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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
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$27.1M +$2.42M 7 0.28% Increased
202
ACI
AMP Capital Investors
Australia
$26.7M -$387K 4 0.14% Reduced
203
William Blair & Company
William Blair & Company
Illinois
$26.5M +$10.2M 5 0.18% Increased
204
Kennedy Capital Management
Kennedy Capital Management
Missouri
$26.3M -$3.23M 4 0.47% Reduced
205
Two Sigma Investments
Two Sigma Investments
New York
$26.1M +$1.84M 6 0.09% Increased
206
SCM
Stevens Capital Management
Pennsylvania
$25.6M +$7M 5 0.99% Increased
207
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$25.4M $0 3 0.2% Maintained
208
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$25.3M +$2.19M 6 0.11% Increased
209
Trillium Asset Management
Trillium Asset Management
Massachusetts
$25.3M -$5.68M 1 1.39% Reduced
210
AIG
American International Group
New York
$25.3M +$1.78M 12 0.08% Increased
211
AHL Partners
AHL Partners
United Kingdom
$24.7M +$5.39M 7 0.39% Increased
212
US Bancorp
US Bancorp
Minnesota
$24.6M +$190K 9 0.08% Increased
213
ProShare Advisors
ProShare Advisors
Maryland
$24.6M +$2.71M 8 0.17% Increased
214
RMCM
Reynders McVeigh Capital Management
Massachusetts
$24.3M -$1.95M 2 3.19% Reduced
215
Davenport & Co
Davenport & Co
Virginia
$24.1M -$105K 1 0.29% Reduced
216
Natixis Advisors
Natixis Advisors
Massachusetts
$24.1M -$868K 5 0.25% Reduced
217
MFP
Michael F. Price
$24M $0 1 2.98% Maintained
218
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$23.9M -$300K 1 0.69% Reduced
219
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$23.2M +$4.53M 2 0.24% Increased
220
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$23.2M -$13.7M 8 0.15% Reduced
221
FQ
First Quadrant
California
$23.1M +$1.2M 3 0.43% Increased
222
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$22.6M -$1.97K 3 0.11% Reduced
223
First Merchants Corp
First Merchants Corp
Indiana
$22.2M $0 1 3.79% Maintained
224
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$22.2M -$808K 5 0.18% Reduced
225
ACM
American Capital Management
New York
$22M +$934K 1 1.33% Increased