← 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
251	DL Delta Lloyd Amsterdam, Netherlands	$13.9M	+$1.71M	4	0.43%	Increased
252	Rockefeller Financial Services New York	$13.9M	+$5.01M	4	0.3%	Increased
253	Aberdeen Asset Management Aberdeen, United Kingdom	$13.9M	+$7.43M	3	0.04%	Increased
254	CS Central Securities New York	$13.8M	$0	1	3.29%	Maintained
255	UBS O'Connor Chicago, Illinois	$13.5M	+$11.4M	1	0.13%	Increased
256	BNP Paribas Asset Management Paris, France	$13.3M	-$18.5M	4	0.1%	Reduced
257	United Capital Financial Advisors Irving, Texas	$13.3M	+$8.68M	5	0.16%	Increased
258	AIA AGF Investments America Toronto, Ontario, Canada	$13.2M	$0	2	6.31%	Maintained
259	Welch & Forbes Boston, Massachusetts	$13.2M	+$1.41M	1	0.4%	Increased
260	TPSF Texas Permanent School Fund Austin, Texas	$13.2M	-$182K	5	0.15%	Reduced
261	PAS Professional Advisory Services Vero Beach, Florida	$12.8M	+$2.98M	1	3.06%	Increased
262	NIMI Natixis Investment Managers International Paris, France	$12.7M	-$458K	5	1.61%	Reduced
263	HBK Investments Dallas, Texas	$12.6M	-$288K	3	0.12%	Reduced
264	ZC Zelman Capital Beachwood, Ohio	$12.3M	+$3.49M	1	3.89%	Increased
265	Brown Advisory Baltimore, Maryland	$12.3M	-$412K	3	0.04%	Reduced
266	Nisa Investment Advisors St. Louis, Missouri	$12.2M	+$177K	5	0.17%	Increased
267	Clifford Swan Investment Counsel Pasadena, California	$12.2M	+$1.52M	1	0.8%	Increased
268	Advisors Asset Management Monument, Colorado	$12.1M	+$3.26M	6	0.16%	Increased
269	GWI Grace & White Inc Ny, New York	$12.1M	$0	1	2.42%	Maintained
270	Kornitzer Capital Management Shawnee Mission, Kansas	$12.1M	-$48.5K	2	0.15%	Reduced
271	Meag Munich Ergo Munich, Germany	$12.1M	-$2.75M	1	0.58%	Reduced
272	PDM Penn Davis McFarland Dallas, Texas	$12.1M	+$63.6K	1	2.55%	Increased
273	FIM FourPoints Investment Managers Paris, France	$12M	-$2.65M	1	2.51%	Reduced
274	OCM Oskie Capital Management New York	$11.9M	+$10.4M	1	4.81%	New
275	Chartwell Investment Partners Berywn, Pennsylvania	$11.9M	+$11.2M	1	0.23%	New