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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
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$38.6M +$12.6M 4 0.42% Increased
202
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$38.6M +$6.29M 12 0.07% Increased
203
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$34.7M +$3.15M 3 0.08% Increased
204
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$34.5M +$173K 4 0.22% Increased
205
ESCM
Echo Street Capital Management
New York
$34.4M +$15.2M 1 0.53% Increased
206
ECP
Electron Capital Partners
New York
$34.2M -$455K 1 4.09% Reduced
207
Country Trust Bank
Country Trust Bank
Illinois
$34.1M -$331K 1 1.34% Reduced
208
EP
Edgestream Partners
New Jersey
$33.7M +$29.4M 2 1.75% Increased
209
APG Asset Management
APG Asset Management
Netherlands
$33.2M -$2.26M 2 0.05% Reduced
210
TIM
Triodos Investment Management
Netherlands
$32.9M +$5.36M 2 7.35% Increased
211
LHC
Lodge Hill Capital
New York
$32.9M +$15.3M 1 8.81% Increased
212
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$32.8M -$3.22M 2 0.22% Reduced
213
NPIC
Neumeier Poma Investment Counsel
California
$32.8M +$1.37M 1 2.51% Increased
214
US Bancorp
US Bancorp
Minnesota
$32.7M -$2.62M 12 0.08% Reduced
215
AIG
American International Group
New York
$32.7M +$708K 12 0.13% Increased
216
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$32.4M +$15.4M 1 4.14% Increased
217
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$31.2M -$4.75M 6 0.14% Reduced
218
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$30.4M -$2.42M 5 0.4% Reduced
219
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$30.4M +$1.54M 2 1.68% Increased
220
H
Hexavest
Quebec, Canada
$30M +$29.6M 3 0.37% Increased
221
Arizona State Retirement System
Arizona State Retirement System
Arizona
$29.9M -$2.26M 5 0.36% Reduced
222
Rockefeller Capital Management
Rockefeller Capital Management
New York
$29.8M -$11.2M 6 0.37% Reduced
223
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$29.8M -$2.73M 5 0.46% Reduced
224
Trillium Asset Management
Trillium Asset Management
Massachusetts
$29.6M +$4.98M 1 1.32% Increased
225
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$29.3M +$7.7M 3 0.2% Increased