← 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
Macquarie Group
Macquarie Group
Australia
$20.1M +$973K 6 0.04% Increased
227
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$19.9M -$649K 3 0.16% Reduced
228
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$19.8M -$2.15M 4 0.31% Reduced
229
RR
Robotti Robert
$19.7M +$2.59M 1 7.71% Increased
230
Foresters Investment Management
Foresters Investment Management
New York
$19.6M +$13.1M 2 0.37% Increased
231
Candriam SCA
Candriam SCA
Luxembourg
$19.4M +$3.34M 2 0.3% Increased
232
LHC
Lodge Hill Capital
New York
$19.4M +$22.9M 1 5.37% New
233
Wedge Capital Management
Wedge Capital Management
North Carolina
$19.1M -$174K 2 0.24% Reduced
234
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$19M +$3.69M 5 0.1% Increased
235
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$19M -$13.3M 4 0.26% Reduced
236
HP
Hikari Power
Japan
$18.8M -$119K 1 2.12% Reduced
237
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$18.6M -$7.43M 4 0.17% Reduced
238
FWSM
First Wilshire Securities Management
California
$18.4M -$461K 2 6.94% Reduced
239
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$18.4M -$63.1K 1 0.97% Reduced
240
CCI
Columbus Circle Investors
$18.4M +$2.7M 1 0.52% Increased
241
TCM
Tributary Capital Management
Nebraska
$18.4M -$302K 2 1.68% Reduced
242
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$18.4M -$1.49M 8 0.2% Reduced
243
Squarepoint
Squarepoint
New York
$18.3M -$871K 5 0.21% Reduced
244
RMCM
Reynders McVeigh Capital Management
Massachusetts
$18M +$723K 2 2.39% Increased
245
Glenview Trust
Glenview Trust
Kentucky
$17.9M -$15.6K 1 1.32% Reduced
246
Guggenheim Capital
Guggenheim Capital
Illinois
$17.7M -$60.9K 10 0.15% Reduced
247
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$17.6M +$1.61M 3 0.3% Increased
248
DSI
Daiwa SB Investments
Japan
$17.4M +$6.82M 3 4.02% Increased
249
CS
Central Securities
New York
$17.3M $0 1 3.19% Maintained
250
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$17.2M -$4.18M 1 0.5% Reduced