← 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
William Blair Investment Management
William Blair Investment Management
Illinois
$43.3M -$7.04M 2 0.14% Reduced
227
Rathbones Group
Rathbones Group
United Kingdom
$43.2M +$4.07M 3 0.48% Increased
228
NIG
NFJ Investment Group
Texas
$42.9M -$3.44M 1 0.81% Reduced
229
RHBC
R.H. Bluestein & Co
Michigan
$42.4M +$1.29M 5 1.65% Increased
230
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$41.5M +$3.56M 3 0.23% Increased
231
Country Trust Bank
Country Trust Bank
Illinois
$41.3M -$135K 1 1.22% Reduced
232
MAM
Montanaro Asset Management
United Kingdom
$40.7M $0 2 5.12% Maintained
233
Martingale Asset Management
Martingale Asset Management
Massachusetts
$40.3M +$2.72M 4 0.46% Increased
234
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$40.2M +$2.95M 11 0.38% Increased
235
Aviva
Aviva
United Kingdom
$40.2M -$429K 4 0.18% Reduced
236
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$40.1M +$860K 1 1.16% Increased
237
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$39.3M -$20.7M 2 0.55% Reduced
238
Advisors Asset Management
Advisors Asset Management
Colorado
$38.9M +$2.3M 8 0.55% Increased
239
Todd Asset Management
Todd Asset Management
Kentucky
$38.7M +$17.4M 1 0.87% Increased
240
Nomura Asset Management
Nomura Asset Management
Japan
$38.4M +$955K 3 0.22% Increased
241
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$38.4M +$1.68M 5 0.22% Increased
242
Nicholas Company
Nicholas Company
Wisconsin
$37.7M $0 1 0.66% Maintained
243
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$36.8M -$106K 1 2.73% Reduced
244
NPIC
Neumeier Poma Investment Counsel
California
$36.6M -$194K 1 2.14% Reduced
245
Balyasny Asset Management
Balyasny Asset Management
Illinois
$36.4M -$65.7M 5 0.17% Reduced
246
First Merchants Corp
First Merchants Corp
Indiana
$36.2M +$249K 2 2.35% Increased
247
HCM
Hahn Capital Management
California
$35.7M +$1.93M 2 6.78% Increased
248
DnB Asset Management
DnB Asset Management
Norway
$35.5M +$1.24M 2 0.24% Increased
249
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$35.5M -$5.44M 2 1.06% Reduced
250
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$35.4M +$9.81M 11 0.01% Increased