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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
William Blair & Company
William Blair & Company
Illinois
$29.1M -$5.5M 3 0.18% Reduced
202
Geneva Capital Management
Geneva Capital Management
Wisconsin
$29M +$32.9M 1 0.82% New
203
Scout Investments
Scout Investments
Missouri
$28.8M -$8.92M 2 0.86% Reduced
204
Silvercrest Asset Management
Silvercrest Asset Management
New York
$28.7M -$15.5M 4 0.31% Reduced
205
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$28.7M +$2.85M 5 0.45% Increased
206
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$28.6M +$157K 1 4.37% Increased
207
IC
Impactive Capital
New York
$28.4M +$39M 1 12.16% New
208
Aviva
Aviva
United Kingdom
$28.1M +$4.78M 5 0.21% Increased
209
NI
Nuance Investments
Missouri
$28M +$12.3M 2 0.97% Increased
210
Trillium Asset Management
Trillium Asset Management
Massachusetts
$27.9M +$4.2M 1 1.47% Increased
211
AIG
American International Group
New York
$27.5M -$382K 12 0.15% Reduced
212
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$27.5M +$3.61M 3 0.23% Increased
213
1832 Asset Management
1832 Asset Management
Ontario, Canada
$26.6M +$17.3M 2 0.1% Increased
214
Jane Street
Jane Street
New York
$26.6M +$8.32M 4 0.03% Increased
215
SCM
Sirios Capital Management
Massachusetts
$26.2M +$10.9M 1 2.32% Increased
216
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$26.2M +$272K 5 0.5% Increased
217
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$26.1M +$6.4M 2 0.21% Increased
218
SM
Sunriver Management
Connecticut
$25.5M -$17.1M 1 4.47% Reduced
219
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$25.1M +$5.95M 4 0.22% Increased
220
Rockefeller Capital Management
Rockefeller Capital Management
New York
$25M +$396K 7 0.33% Increased
221
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$24.6M +$3.6M 3 0.22% Increased
222
AMF Tjänstepension
AMF Tjänstepension
Sweden
$24.5M -$19M 1 0.31% Reduced
223
KA
Kerrisdale Advisers
Florida
$24.4M +$11.6M 1 4.66% Increased
224
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$24.3M +$222K 2 2.17% Increased
225
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$24.1M -$20M 3 0.13% Reduced