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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
R.M. Davis Inc
R.M. Davis Inc
Maine
$43.9M +$94.3K 1 1.22% Increased
202
Epoch Investment Partners
Epoch Investment Partners
New York
$43.8M -$383K 1 0.26% Reduced
203
Todd Asset Management
Todd Asset Management
Kentucky
$43.8M -$149K 1 1.13% Reduced
204
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$43.3M +$1.45M 4 0.08% Increased
205
Royce & Associates
Royce & Associates
New York
$42.7M -$4.37M 4 0.44% Reduced
206
EULAV Asset Management
EULAV Asset Management
Florida
$42.5M -$26.1M 1 1.75% Reduced
207
Rathbones Group
Rathbones Group
United Kingdom
$41.7M +$3.16M 3 0.48% Increased
208
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$40.5M -$10.6M 12 0.25% Reduced
209
Comerica Bank
Comerica Bank
Texas
$40.4M +$991K 7 0.33% Increased
210
WIM
Weitz Investment Management
Nebraska
$40.4M +$10.9M 1 2.11% Increased
211
Evercore Wealth Management
Evercore Wealth Management
New York
$39.7M -$6.27M 2 0.84% Reduced
212
PWLP
Prio Wealth Limited Partnership
Massachusetts
$39.3M -$977K 3 1.57% Reduced
213
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$39.3M -$5.61M 1 1.71% Reduced
214
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$38.8M +$43.9M 5 0.06% Increased
215
Martingale Asset Management
Martingale Asset Management
Massachusetts
$38.3M +$7.49M 4 0.7% Increased
216
RHBC
R.H. Bluestein & Co
Michigan
$38.2M -$659K 5 2.35% Reduced
217
Connectus Wealth
Connectus Wealth
Ohio
$38.2M +$20.5M 2 0.87% Increased
218
Erste Asset Management
Erste Asset Management
Austria
$37.8M -$211K 2 0.84% Reduced
219
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$37.3M +$37.8M 1 0.5% New
220
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$37.1M +$6.91M 6 0.06% Increased
221
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$37M +$27.8M 2 0.13% Increased
222
SIC
Schwartz Investment Counsel
Michigan
$36.8M $0 1 1.79% Maintained
223
Davenport & Co
Davenport & Co
Virginia
$36.6M +$205K 3 0.3% Increased
224
Aberdeen Group
Aberdeen Group
United Kingdom
$36.5M +$1.99M 6 0.11% Increased
225
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$35.8M +$3.23M 5 0.23% Increased