← 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
MC
MIG Capital
California
$37.9M -$914K 1 6.96% Reduced
227
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$37.1M +$16.7M 6 0.31% Increased
228
Todd Asset Management
Todd Asset Management
Kentucky
$36.9M -$452K 1 1.03% Reduced
229
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$36.5M -$57.5M 6 0.08% Reduced
230
Ancora Advisors
Ancora Advisors
Ohio
$36.1M +$40.5M 4 1.12% Increased
231
Covea Finance
Covea Finance
France
$35.8M +$29.9M 2 1.88% Increased
232
Connectus Wealth
Connectus Wealth
Ohio
$34.8M -$17.9M 2 0.72% Reduced
233
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$34.6M +$64.4K 5 0.23% Increased
234
Martingale Asset Management
Martingale Asset Management
Massachusetts
$33.6M -$1.54M 3 0.67% Reduced
235
SIC
Schwartz Investment Counsel
Michigan
$33.5M $0 1 1.72% Maintained
236
Evercore Wealth Management
Evercore Wealth Management
New York
$32.9M -$3.53M 2 0.74% Reduced
237
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$32.4M +$37M 5 0.38% New
238
Norinchukin Bank
Norinchukin Bank
Japan
$32.1M +$1.61M 3 0.65% Increased
239
RHBC
R.H. Bluestein & Co
Michigan
$32M -$830K 5 1.99% Reduced
240
Adage Capital Partners
Adage Capital Partners
Massachusetts
$32M -$45.9M 2 0.08% Reduced
241
Douglas Lane & Associates
Douglas Lane & Associates
New York
$31.5M -$608K 1 0.58% Reduced
242
LPL Financial
LPL Financial
California
$31.1M +$1.49M 9 0.03% Increased
243
Epoch Investment Partners
Epoch Investment Partners
New York
$31.1M -$7.25M 1 0.2% Reduced
244
William Blair & Company
William Blair & Company
Illinois
$30.8M -$1.33M 4 0.14% Reduced
245
Colony Group
Colony Group
Massachusetts
$30.3M +$1.25M 3 0.54% Increased
246
Advisors Asset Management
Advisors Asset Management
Colorado
$30.2M -$1.48M 8 0.6% Reduced
247
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$30M -$12M 4 0.05% Reduced
248
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$29.5M -$2.2M 2 0.31% Reduced
249
BO
BRR OpCo
Ohio
$29.5M -$29.4K 1 3.62% Reduced
250
Macquarie Group
Macquarie Group
Australia
$29.4M -$14.1M 6 0.04% Reduced