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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
Vest Financial
Vest Financial
Virginia
$62M +$11M 4 1.1% Increased
202
1832 Asset Management
1832 Asset Management
Ontario, Canada
$61.4M +$23.9M 4 0.05% Increased
203
Asset Management One
Asset Management One
Japan
$61.1M +$2.34M 7 0.21% Increased
204
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$60.5M +$736K 5 0.24% Increased
205
PGGM Investments
PGGM Investments
Netherlands
$60M +$8.95M 4 0.8% Increased
206
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$59.9M +$39.5M 12 0.01% Increased
207
Verition Fund Management
Verition Fund Management
Connecticut
$59.2M +$29.8M 10 0.23% Increased
208
Woodline Partners
Woodline Partners
California
$58.4M +$22.1M 4 0.39% Increased
209
Two Sigma Advisers
Two Sigma Advisers
New York
$58.3M +$10.6M 10 0.13% Increased
210
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$58.3M -$6.09M 6 0.24% Reduced
211
TC
TwinBeech Capital
New York
$58M +$7.2M 4 0.99% Increased
212
Holocene Advisors
Holocene Advisors
New York
$57.6M +$12.3M 6 0.18% Increased
213
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$57.6M +$3.07M 4 0.09% Increased
214
Fisher Asset Management
Fisher Asset Management
Washington
$57.4M +$3.28M 4 0.02% Increased
215
Douglas Lane & Associates
Douglas Lane & Associates
New York
$57M +$9.59M 1 0.8% Increased
216
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$56.6M -$28.9M 2 0.56% Reduced
217
AFCM
Applied Finance Capital Management
Puerto Rico
$56.4M +$1.29M 3 2.45% Increased
218
LBP AM
LBP AM
France
$56.2M -$7.65M 3 0.76% Reduced
219
EULAV Asset Management
EULAV Asset Management
Florida
$56.1M -$1.25K 3 1.35% Reduced
220
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$55.3M +$11M 1 2.55% Increased
221
Gotham Asset Management
Gotham Asset Management
New York
$55M +$9.49M 9 0.52% Increased
222
CCM
Compass Capital Management
Minnesota
$54.7M -$41.2K 1 3.59% Reduced
223
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$53.8M +$2.37M 2 1.44% Increased
224
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$53.8M -$14.5M 5 0.2% Reduced
225
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$53.5M +$32.6M 4 0.09% Increased