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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
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$67.6M +$8.16M 10 0.15% Increased
202
Asset Management One
Asset Management One
Japan
$67.1M -$3.1M 7 0.26% Reduced
203
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$66.3M -$60.5M 10 0.1% Reduced
204
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$65M +$3.4M 5 0.28% Increased
205
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$64.9M +$34.4M 6 0.41% Increased
206
EULAV Asset Management
EULAV Asset Management
Florida
$64.7M -$4.19K 3 1.75% Reduced
207
Fisher Asset Management
Fisher Asset Management
Washington
$63.9M -$1.16M 4 0.03% Reduced
208
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$63.7M +$1.96M 9 0.23% Increased
209
SIC
Schwartz Investment Counsel
Michigan
$63.5M $0 1 2.35% Maintained
210
CF
Corebridge Financial
Texas
$63.2M +$63.3M 12 0.35% New
211
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$62.9M +$5.58M 3 0.12% Increased
212
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$62.7M +$4.09M 9 0.24% Increased
213
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$61.7M -$10M 11 0.19% Reduced
214
Mercer Global Advisors
Mercer Global Advisors
Colorado
$60.9M -$1.16M 6 0.17% Reduced
215
CRM
Cramer Rosenthal McGlynn
Connecticut
$59.9M -$3.43M 3 3.51% Reduced
216
Geneva Capital Management
Geneva Capital Management
Wisconsin
$59.7M -$1.22M 2 1.09% Reduced
217
Empyrean Capital Partners
Empyrean Capital Partners
California
$59.1M $0 1 3.46% Maintained
218
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$59.1M -$6.47M 4 0.57% Reduced
219
CCM
Compass Capital Management
Minnesota
$59M -$593K 1 3.96% Reduced
220
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$58.9M -$10.2M 4 0.09% Reduced
221
1832 Asset Management
1832 Asset Management
Ontario, Canada
$58.3M +$22.2M 5 0.05% Increased
222
National Bank of Canada
National Bank of Canada
Quebec, Canada
$58.2M -$30.8M 7 0.08% Reduced
223
TAM
Thematics Asset Management
France
$58.1M -$1.59M 3 2.37% Reduced
224
AFCM
Applied Finance Capital Management
Puerto Rico
$56.8M +$15M 2 2.63% Increased
225
R.M. Davis Inc
R.M. Davis Inc
Maine
$56.8M -$1.01M 3 1.15% Reduced