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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
Acadian Asset Management
Acadian Asset Management
Massachusetts
$70.4M -$22M 3 0.2% Reduced
202
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$70.1M +$7.35M 2 1.02% Increased
203
Ilex Capital Partners
Ilex Capital Partners
United Kingdom
$69.9M +$60.6M 1 2.86% Increased
204
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$68.7M -$128M 5 0.22% Reduced
205
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$68.7M +$914K 2 2.79% Increased
206
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$68.5M +$10M 7 0.3% Increased
207
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$68.2M -$4.3M 4 0.65% Reduced
208
US Bancorp
US Bancorp
Minnesota
$67.9M -$2.4M 11 0.09% Reduced
209
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$67.7M +$18K 9 0.11% Increased
210
Mariner
Mariner
Kansas
$66.6M +$736K 9 0.11% Increased
211
Asset Management One
Asset Management One
Japan
$66.2M +$2.57M 7 0.23% Increased
212
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$65.6M +$1.14M 5 0.26% Increased
213
Comerica Bank
Comerica Bank
Texas
$65.3M +$20.9M 11 0.27% Increased
214
PineBridge Investments
PineBridge Investments
New York
$64.9M +$13.5M 3 0.52% Increased
215
CCM
Compass Capital Management
Minnesota
$61.9M -$130K 1 4.07% Reduced
216
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$58.8M +$10.7M 11 0.17% Increased
217
TIA
Tandem Investment Advisors
South Carolina
$57.9M +$18.3M 1 2.02% Increased
218
Danske Bank
Danske Bank
Denmark
$57.8M -$45.2M 8 0.18% Reduced
219
Achmea Investment Management
Achmea Investment Management
Netherlands
$57M +$40.2M 3 0.83% Increased
220
MetLife Investment Management
MetLife Investment Management
New Jersey
$56.4M +$10.5M 11 0.3% Increased
221
R.M. Davis Inc
R.M. Davis Inc
Maine
$56.1M -$687K 3 1.12% Reduced
222
TC
TwinBeech Capital
New York
$55.9M +$962K 5 1.02% Increased
223
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$55.7M +$1.46M 8 0.27% Increased
224
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$53.1M -$9.1M 1 2.4% Reduced
225
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$51.8M -$10.1M 4 0.1% Reduced