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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
Scharf Investments
Scharf Investments
California
$53.1M +$1.87M 1 1.61% Increased
202
Scout Investments
Scout Investments
Missouri
$52.9M +$655K 2 0.79% Increased
203
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$52.8M -$33.4M 6 0.07% Reduced
204
Rockefeller Capital Management
Rockefeller Capital Management
New York
$52.8M +$201K 8 0.3% Increased
205
M&G Investment Management
M&G Investment Management
United Kingdom
$52.7M +$49.9M 3 0.13% Increased
206
Trillium Asset Management
Trillium Asset Management
Massachusetts
$51.9M -$1.41M 2 1.43% Reduced
207
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$51.9M +$526K 3 0.26% Increased
208
1832 Asset Management
1832 Asset Management
Ontario, Canada
$51.5M +$11.8M 2 0.1% Increased
209
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$50.8M -$672K 2 2.43% Reduced
210
Man Group
Man Group
United Kingdom
$50M +$8.82M 8 0.18% Increased
211
Nissay Asset Management
Nissay Asset Management
Japan
$50M +$18.3M 4 0.44% Increased
212
Washington Trust
Washington Trust
Rhode Island
$49.9M +$9.23M 4 1.41% Increased
213
Voloridge Investment Management
Voloridge Investment Management
Florida
$48.9M -$10.1M 7 0.34% Reduced
214
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$47.3M +$201K 2 0.25% Increased
215
Macquarie Group
Macquarie Group
Australia
$47.1M +$5.48M 9 0.04% Increased
216
VI
Versor Investments
New York
$46.9M -$9.65M 2 1.65% Reduced
217
AQR Capital Management
AQR Capital Management
Connecticut
$46.8M -$4.63M 12 0.08% Reduced
218
Magnetar Financial
Magnetar Financial
Illinois
$46.8M -$7.95M 2 0.44% Reduced
219
PGGM Investments
PGGM Investments
Netherlands
$46M +$9.82M 2 0.2% Increased
220
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$46M +$17.1M 6 0.28% Increased
221
Norinchukin Bank
Norinchukin Bank
Japan
$45.7M -$1.32M 3 0.66% Reduced
222
Royce & Associates
Royce & Associates
New York
$45.1M -$18M 5 0.31% Reduced
223
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$44.4M +$5.93M 3 0.46% Increased
224
Douglas Lane & Associates
Douglas Lane & Associates
New York
$44.1M +$1.43M 1 0.62% Increased
225
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$43.9M +$49.1M 2 0.34% New