← 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$49.4M +$5.87M 3 0.2% Increased
227
Aberdeen Group
Aberdeen Group
United Kingdom
$48.7M +$5.92M 6 0.11% Increased
228
Todd Asset Management
Todd Asset Management
Kentucky
$48.1M +$7.99M 1 1.03% Increased
229
MFC
Mechanics Financial Corp
Ohio
$46.5M +$44.6M 2 21.97% New
230
Douglas Lane & Associates
Douglas Lane & Associates
New York
$46.3M +$312K 1 0.62% Increased
231
PGGM Investments
PGGM Investments
Netherlands
$46.3M -$4.77M 2 0.23% Reduced
232
SIC
Schwartz Investment Counsel
Michigan
$46M -$10.9M 1 1.79% Reduced
233
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$45.9M +$9.59M 11 0.01% Increased
234
Advisors Asset Management
Advisors Asset Management
Colorado
$44.5M +$480K 9 0.63% Increased
235
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$44M +$5.57M 1 0.74% Increased
236
Marshall Wace
Marshall Wace
United Kingdom
$44M +$43.1M 5 0.08% Increased
237
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$43.5M -$109K 12 0.3% Reduced
238
Comerica Bank
Comerica Bank
Texas
$42.8M -$6.65M 7 0.32% Reduced
239
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$42.6M -$6.82M 6 0.05% Reduced
240
Norinchukin Bank
Norinchukin Bank
Japan
$41.9M -$1.71M 3 0.53% Reduced
241
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$41.4M +$197K 5 0.22% Increased
242
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$41.3M -$2.31M 7 0.16% Reduced
243
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$40.8M +$1.07M 1 2.54% Increased
244
Voloridge Investment Management
Voloridge Investment Management
Florida
$40.7M -$3.62M 5 0.22% Reduced
245
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$40.7M -$6.18M 2 0.27% Reduced
246
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$40.7M -$1.52M 1 1.06% Reduced
247
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$40.2M -$9.41M 3 0.2% Reduced
248
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$40.1M +$4.37M 5 0.36% Increased
249
Guggenheim Capital
Guggenheim Capital
Illinois
$39.6M +$6.56M 7 0.21% Increased
250
Nicholas Company
Nicholas Company
Wisconsin
$39.5M $0 1 0.64% Maintained