← 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
ACI
AMP Capital Investors
Australia
$22.3M -$2.31M 4 0.12% Reduced
227
Trillium Asset Management
Trillium Asset Management
Massachusetts
$22.1M -$2.38M 1 1.18% Reduced
228
First Merchants Corp
First Merchants Corp
Indiana
$21.8M -$44.6K 1 3.79% Reduced
229
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$21.6M -$257K 4 0.16% Reduced
230
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$21.4M +$8.57M 5 0.1% Increased
231
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$21.4M -$5.81M 2 0.2% Reduced
232
ACM
American Capital Management
New York
$21.3M -$18.1K 1 1.1% Reduced
233
Country Trust Bank
Country Trust Bank
Illinois
$21.3M +$3.31M 2 0.91% Increased
234
Scout Investments
Scout Investments
Missouri
$21M -$26.8M 1 0.48% Reduced
235
USAA
United Services Automobile Association
Texas
$20.6M +$2.13M 8 0.05% Increased
236
SIC
Schwartz Investment Counsel
Michigan
$20.4M +$9.38M 1 1.17% Increased
237
SCM
Sanoor Capital Management
Connecticut
$20.3M +$5.28M 1 8.72% Increased
238
AC
Ascend Capital
California
$20.2M +$16.2M 1 0.95% Increased
239
AIA
AGF Investments America
Ontario, Canada
$20.2M -$920K 2 7.45% Reduced
240
ABC
Anchor Bolt Capital
Illinois
$19.9M -$2.9M 1 0.87% Reduced
241
TCM
Tributary Capital Management
Nebraska
$19.8M +$4.29K 2 1.55% Increased
242
HP
Hikari Power
Japan
$19.6M $0 1 2.16% Maintained
243
RHBC
R.H. Bluestein & Co
Michigan
$19.4M +$7.57M 5 1% Increased
244
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$19.2M -$62.6K 1 0.89% Reduced
245
Man Group
Man Group
United Kingdom
$19.1M +$2.59M 5 0.08% Increased
246
RMCM
Reynders McVeigh Capital Management
Massachusetts
$19M -$6.15M 2 2.43% Reduced
247
APG Asset Management
APG Asset Management
Netherlands
$18.9M -$1.19M 2 0.03% Reduced
248
FWSM
First Wilshire Securities Management
California
$18.7M -$419K 2 5.58% Reduced
249
Glenview Trust
Glenview Trust
Kentucky
$18.6M -$271K 1 1.38% Reduced
250
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$18.6M +$11.1M 2 1.61% Increased