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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
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$37.3M -$316K 1 2.08% Reduced
202
Scout Investments
Scout Investments
Missouri
$36.7M +$2.46M 2 0.81% Increased
203
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$36.7M +$3.94M 2 1.63% Increased
204
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$36.3M -$3.97K 3 0.24% Reduced
205
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$36.1M -$4.95M 7 0.1% Reduced
206
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.1M -$33.9M 9 0.19% Reduced
207
Norinchukin Bank
Norinchukin Bank
Japan
$35.1M +$2.32M 3 0.55% Increased
208
Trillium Asset Management
Trillium Asset Management
Massachusetts
$34.3M -$1.98M 1 1.44% Reduced
209
AIG
American International Group
New York
$33.9M -$886K 12 0.16% Reduced
210
TIM
Triodos Investment Management
Netherlands
$33.9M -$1.01M 3 6.97% Reduced
211
Rockefeller Capital Management
Rockefeller Capital Management
New York
$33.8M +$1.56M 7 0.32% Increased
212
Geneva Capital Management
Geneva Capital Management
Wisconsin
$33.7M -$2.11M 1 0.7% Reduced
213
1832 Asset Management
1832 Asset Management
Ontario, Canada
$33.4M +$1.06M 2 0.09% Increased
214
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$32.4M +$3.83M 3 0.48% Increased
215
Erste Asset Management
Erste Asset Management
Austria
$32.2M +$4.38M 2 1.1% Increased
216
DZ Bank
DZ Bank
Germany
$32.2M +$4.75M 3 0.08% Increased
217
Nicholas Company
Nicholas Company
Wisconsin
$32.1M -$18.7K 1 0.68% Reduced
218
American Century Companies
American Century Companies
Missouri
$32M -$380K 2 0.03% Reduced
219
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$31.3M -$2.12M 11 0.22% Reduced
220
CRM
Cramer Rosenthal McGlynn
Connecticut
$31.3M -$20.9M 1 1.26% Reduced
221
Aviva
Aviva
United Kingdom
$31.1M +$1.02M 5 0.18% Increased
222
NSCM
New South Capital Management
Tennessee
$30.8M -$13.6M 1 1.17% Reduced
223
GGHC
Gilder Gagnon Howe & Co
New York
$30.5M -$873K 1 0.19% Reduced
224
Macquarie Group
Macquarie Group
Australia
$29.9M +$648K 9 0.05% Increased
225
HCM
Hahn Capital Management
California
$29.8M -$19.7M 2 7.63% Reduced