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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
Aviva
Aviva
United Kingdom
$58.4M +$10.9M 6 0.24% Increased
202
PWLP
Prio Wealth Limited Partnership
Massachusetts
$58.1M -$1.38M 3 1.78% Reduced
203
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$57.2M +$18.7M 4 0.08% Increased
204
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$56.7M -$8.54M 6 0.29% Reduced
205
CCM
Compass Capital Management
Minnesota
$56.1M +$1.46M 1 3.75% Increased
206
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$56M +$1.57M 2 0.33% Increased
207
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$55.8M -$3.77M 6 0.07% Reduced
208
Erste Asset Management
Erste Asset Management
Austria
$55.7M +$1.15M 2 1% Increased
209
Trillium Asset Management
Trillium Asset Management
Massachusetts
$55.7M +$2M 1 1.31% Increased
210
R.M. Davis Inc
R.M. Davis Inc
Maine
$55.6M -$388K 2 1.24% Reduced
211
Magnetar Financial
Magnetar Financial
Illinois
$55.3M +$4.29M 3 0.55% Increased
212
Two Sigma Investments
Two Sigma Investments
New York
$55.3M +$11.2M 5 0.12% Increased
213
Scout Investments
Scout Investments
Missouri
$54.8M +$7.54M 2 0.8% Increased
214
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$54.8M -$228K 3 0.25% Reduced
215
MC
MIG Capital
California
$54.5M -$6.4M 1 5.44% Reduced
216
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$54.1M +$40.4M 11 0.42% Increased
217
Royce & Associates
Royce & Associates
New York
$53.5M +$2.92M 4 0.4% Increased
218
Macquarie Group
Macquarie Group
Australia
$53.5M +$7.17M 9 0.04% Increased
219
Davenport & Co
Davenport & Co
Virginia
$53.3M -$601K 3 0.35% Reduced
220
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$53.1M +$333K 4 0.11% Increased
221
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$52.5M -$7.1M 2 0.12% Reduced
222
Rathbones Group
Rathbones Group
United Kingdom
$51.5M +$5.21M 3 0.5% Increased
223
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$51.5M $0 2 2.3% Maintained
224
William Blair Investment Management
William Blair Investment Management
Illinois
$51.4M +$6.5M 1 0.14% Increased
225
Nomura Asset Management
Nomura Asset Management
Japan
$49.7M -$653K 3 0.25% Reduced