← All themes Water

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
226
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$16.1M -$1.84M 3 0.38% Reduced
227
NPF
Norris Perne & French
Michigan
$16.1M +$1M 3 3.01% Increased
228
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$15.9M -$3.78M 3 0.13% Reduced
229
TPSF
Texas Permanent School Fund
Texas
$15.8M -$931K 5 0.16% Reduced
230
HL Financial Services
HL Financial Services
Kentucky
$15.7M -$866K 1 0.47% Reduced
231
HCM
Huber Capital Management
California
$15.6M -$173K 1 0.43% Reduced
232
SG Americas Securities
SG Americas Securities
New York
$15.3M -$5.22M 6 0.06% Reduced
233
CS
Central Securities
New York
$15.3M $0 1 3.3% Maintained
234
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$15.2M +$467K 1 1.5% Increased
235
NC
NBW Capital
Massachusetts
$15.1M +$286K 1 2.44% Increased
236
EA
Euclid Advisors
Connecticut
$14.8M -$875K 3 0.12% Reduced
237
Citigroup
Citigroup
New York
$14.8M -$5.01M 10 0.01% Reduced
238
Aviva
Aviva
United Kingdom
$14.7M +$1.21M 3 0.12% Increased
239
ALA
Atherton Lane Advisers
California
$14.5M +$13.8M 1 0.92% New
240
Edge Asset Management
Edge Asset Management
Washington
$14.1M -$68.9K 1 0.15% Reduced
241
GIA
Guyasuta Investment Advisors
Pennsylvania
$14.1M +$109K 1 2.05% Increased
242
1919 Investment Counsel
1919 Investment Counsel
Maryland
$14M +$1.37M 3 0.29% Increased
243
CII
CR Intrinsic Investors
Connecticut
$14M -$3.93M 1 0.61% Reduced
244
BIM
BRC Investment Management
Colorado
$14M -$850K 1 2.28% Reduced
245
NRS
Neville Rodie & Shaw
New York
$13.9M -$146K 2 1.5% Reduced
246
GWI
Grace & White Inc
New York
$13.8M -$221K 1 2.66% Reduced
247
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$13.7M +$9.19M 5 0.21% Increased
248
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$13.6M -$17.4M 2 0.27% Reduced
249
OppenheimerFunds
OppenheimerFunds
New York
$13.2M -$24.2M 1 0.02% Reduced
250
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$13M +$249K 3 0.72% Increased