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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
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$69.1M -$736K 2 2.57% Reduced
202
US Bancorp
US Bancorp
Minnesota
$68.9M -$952K 10 0.09% Reduced
203
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$68.6M +$41M 2 1.47% Increased
204
Danske Bank
Danske Bank
Denmark
$67.1M +$7.1M 7 0.17% Increased
205
Douglas Lane & Associates
Douglas Lane & Associates
New York
$66.2M -$1.89M 1 0.96% Reduced
206
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$66.1M +$43.5M 6 0.45% Increased
207
Gotham Asset Management
Gotham Asset Management
New York
$65.5M -$12.9M 7 0.39% Reduced
208
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$64.9M +$6.4M 7 0.28% Increased
209
Two Sigma Advisers
Two Sigma Advisers
New York
$64.4M -$14.2M 8 0.13% Reduced
210
Asset Management One
Asset Management One
Japan
$64.2M -$3.58M 6 0.2% Reduced
211
Brown Advisory
Brown Advisory
Maryland
$63.4M -$34.6M 6 0.08% Reduced
212
Achmea Investment Management
Achmea Investment Management
Netherlands
$63.1M +$2.11M 3 0.81% Increased
213
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$63.1M +$757K 2 1.59% Increased
214
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$63M +$4.03M 11 0.16% Increased
215
Antipodes Partners
Antipodes Partners
Australia
$62.5M +$67.4M 1 1.94% New
216
CCM
Compass Capital Management
Minnesota
$59.6M -$2.83K 1 3.19% Reduced
217
Fisher Asset Management
Fisher Asset Management
Washington
$58.6M +$3.69M 5 0.02% Increased
218
TCW Group
TCW Group
California
$58.5M +$3.85M 3 0.46% Increased
219
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$56.9M -$17.3M 9 0.24% Reduced
220
IP
Interval Partners
New York
$56.2M +$54.8M 1 0.95% New
221
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$56.1M +$9.38M 10 0.2% Increased
222
TIA
Tandem Investment Advisors
South Carolina
$56M +$292K 1 1.96% Increased
223
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$55.8M +$2.9M 6 0.36% Increased
224
Freestone Grove Partners
Freestone Grove Partners
California
$54.9M +$30.4M 5 0.41% Increased
225
TAM
Thematics Asset Management
France
$54.8M +$5.94M 3 2.46% Increased