← 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
JIR
James Investment Research
Ohio
$17.7M -$301K 1 0.55% Reduced
227
Meag Munich Ergo
Meag Munich Ergo
Germany
$17.6M +$1.22M 1 0.78% Increased
228
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$17.6M -$1.55M 3 0.21% Reduced
229
CIM
Contravisory Investment Management
Massachusetts
$17.6M -$399K 4 6.33% Reduced
230
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$17.6M $0 1 0.22% Maintained
231
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$17.6M -$2.38M 3 0.16% Reduced
232
Country Trust Bank
Country Trust Bank
Illinois
$17.5M +$2.4M 1 0.84% Increased
233
AIA
AGF Investments America
Ontario, Canada
$17.5M +$551K 2 6.85% Increased
234
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$17.4M -$19.1M 2 2.44% Reduced
235
HCM
Hutchinson Capital Management
California
$17.3M +$93.5K 1 4.89% Increased
236
NIM
NXG Investment Management
Texas
$17.2M -$1.63M 2 0.57% Reduced
237
TCM
Tributary Capital Management
Nebraska
$17.1M +$1.6M 2 1.5% Increased
238
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$16.9M +$85.2K 1 0.16% Increased
239
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$16.7M +$160K 1 0.91% Increased
240
Glenview Trust
Glenview Trust
Kentucky
$16.6M -$199K 1 1.29% Reduced
241
CBOA
Commonwealth Bank of Australia
Australia
$16.4M +$1.62M 3 0.16% Increased
242
HP
Hikari Power
Japan
$16.3M $0 1 2.2% Maintained
243
CS
Central Securities
New York
$16.2M $0 1 2.9% Maintained
244
First Manhattan
First Manhattan
New York
$16M +$70.1K 6 0.09% Increased
245
PCP
P2 Capital Partners
New York
$15.8M -$27.5M 1 1.84% Reduced
246
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$15.4M -$1.17M 8 0.18% Reduced
247
FQ
First Quadrant
California
$15.2M -$2.06M 2 0.31% Reduced
248
KLWA
Kelly Lawrence W & Associates
California
$15.1M +$224K 1 2.99% Increased
249
MFP
Michael F. Price
$14.9M $0 1 1.93% Maintained
250
Pendal Group
Pendal Group
Australia
$14.7M +$14.5M 2 0.21% New