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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
Pinnacle Associates
Pinnacle Associates
New York
$68.3M -$294K 4 1.08% Reduced
202
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$65.5M +$524K 2 0.29% Increased
203
Empyrean Capital Partners
Empyrean Capital Partners
California
$65M -$16.2M 1 3.73% Reduced
204
Two Sigma Investments
Two Sigma Investments
New York
$63.9M -$8.89M 10 0.15% Reduced
205
CRM
Cramer Rosenthal McGlynn
Connecticut
$63.6M +$14.8M 3 3.45% Increased
206
Mercer Global Advisors
Mercer Global Advisors
Colorado
$63.3M +$1.7M 6 0.18% Increased
207
SIC
Schwartz Investment Counsel
Michigan
$63.2M $0 1 2.3% Maintained
208
Geneva Capital Management
Geneva Capital Management
Wisconsin
$63.1M -$977K 2 1.11% Reduced
209
Fisher Asset Management
Fisher Asset Management
Washington
$63M +$2.35M 4 0.03% Increased
210
EULAV Asset Management
EULAV Asset Management
Florida
$62.7M -$17.1M 3 1.72% Reduced
211
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$62.3M +$49.9K 4 0.69% Increased
212
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$62.1M -$3.87M 8 0.23% Reduced
213
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$61.8M -$1.28M 5 0.27% Reduced
214
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$61.7M +$1.47M 9 0.3% Increased
215
SAM
Scopus Asset Management
New York
$61.6M +$23M 4 1.27% Increased
216
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$61.5M -$3.89M 5 0.51% Reduced
217
TAM
Thematics Asset Management
France
$59.6M -$3.81M 3 2.47% Reduced
218
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$59.4M -$3.79M 9 0.23% Reduced
219
CCM
Compass Capital Management
Minnesota
$59.3M +$375K 1 3.83% Increased
220
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$59.3M +$15.6M 4 0.12% Increased
221
Lazard Asset Management
Lazard Asset Management
New York
$58.8M -$4.14M 9 0.07% Reduced
222
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$58.1M +$1.1M 3 1.01% Increased
223
R.M. Davis Inc
R.M. Davis Inc
Maine
$57.6M -$539K 3 1.21% Reduced
224
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$57.3M +$395K 10 0.14% Increased
225
Squarepoint
Squarepoint
New York
$56.4M +$33.9M 9 0.1% Increased