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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
Trillium Asset Management
Trillium Asset Management
Massachusetts
$55.4M +$1.89M 2 1.46% Increased
202
Comerica Bank
Comerica Bank
Texas
$53.7M -$3.09M 7 0.32% Reduced
203
PGGM Investments
PGGM Investments
Netherlands
$53M +$5.26M 2 0.27% Increased
204
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$52.2M +$1.21M 3 0.26% Increased
205
SIC
Schwartz Investment Counsel
Michigan
$52M $0 1 2.14% Maintained
206
Scharf Investments
Scharf Investments
California
$51.6M -$1.17M 1 1.63% Reduced
207
Washington Trust
Washington Trust
Rhode Island
$51.4M +$2.44M 4 1.45% Increased
208
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$51.3M +$707K 2 0.32% Increased
209
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$50.9M $0 2 2.62% Maintained
210
R.M. Davis Inc
R.M. Davis Inc
Maine
$50.8M -$460K 2 1.26% Reduced
211
Magnetar Financial
Magnetar Financial
Illinois
$50.4M +$3.69M 2 0.51% Increased
212
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$50M -$2.24M 4 0.11% Reduced
213
CCM
Compass Capital Management
Minnesota
$49.5M -$1.58M 1 3.81% Reduced
214
MC
MIG Capital
California
$49M -$1.46M 1 4.7% Reduced
215
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$48.3M -$21.3M 6 0.06% Reduced
216
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$47.8M +$634K 2 0.26% Increased
217
Nomura Asset Management
Nomura Asset Management
Japan
$47.6M +$10.1M 3 0.27% Increased
218
Scout Investments
Scout Investments
Missouri
$47.2M -$6.9M 2 0.7% Reduced
219
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$46.5M +$49.4M 1 0.56% New
220
Aviva
Aviva
United Kingdom
$46.1M +$6.48M 6 0.21% Increased
221
Rathbones Group
Rathbones Group
United Kingdom
$45.9M +$1.76M 3 0.49% Increased
222
Marshall Wace North America
Marshall Wace North America
New York
$44.3M -$11.8M 2 0.19% Reduced
223
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$44.3M -$43.4K 3 0.5% Reduced
224
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$44.1M +$26.1M 2 0.3% Increased
225
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$43.5M +$2.2M 1 1.23% Increased