← 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
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$21.8M +$459K 3 0.18% Increased
252
CS
Central Securities
New York
$21.6M -$355K 1 3.29% Reduced
253
MetLife Investment Management
MetLife Investment Management
New Jersey
$21.5M -$42.8M 10 0.23% Reduced
254
Kennedy Capital Management
Kennedy Capital Management
Missouri
$21M -$3.38M 4 0.5% Reduced
255
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$20.7M +$12.6M 6 0.25% Increased
256
HCM
Hutchinson Capital Management
California
$20.6M -$185K 1 5.78% Reduced
257
OAM
Oxford Asset Management
United Kingdom
$20.3M +$10.4M 6 0.44% Increased
258
FWSM
First Wilshire Securities Management
California
$20.2M -$3.24M 2 8.05% Reduced
259
RR
Robotti Robert
$20.2M -$361K 1 7.02% Reduced
260
HA
Heartland Advisors
Wisconsin
$19.8M +$4.02M 2 1.45% Increased
261
WBC
Westpac Banking Corp
Australia
$19.5M +$2.21M 4 0.3% Increased
262
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$19.4M +$16.7M 8 0.01% Increased
263
Eagle Asset Management
Eagle Asset Management
Florida
$19.2M +$4.12M 1 0.1% Increased
264
PC
Port Capital
Illinois
$19.2M -$98.3K 2 2.27% Reduced
265
Squarepoint
Squarepoint
New York
$19.1M +$11.9M 6 0.19% Increased
266
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$19.1M -$2.39M 2 0.18% Reduced
267
CI
Cooper Investors
Australia
$19.1M -$1.84M 1 2.22% Reduced
268
CISOA
Capital Investment Services of America
Wisconsin
$19.1M -$632K 1 2.81% Reduced
269
Man Group
Man Group
United Kingdom
$18.9M +$3.87M 6 0.07% Increased
270
Bridges Investment Management
Bridges Investment Management
Nebraska
$18.7M -$420K 2 0.72% Reduced
271
Credit Agricole
Credit Agricole
France
$18.6M -$460K 2 0.99% Reduced
272
First Manhattan
First Manhattan
New York
$18.5M -$347K 7 0.1% Reduced
273
BAPIM
British Airways Pensions Investment Management
United Kingdom
$18.4M -$1.44M 1 0.68% Reduced
274
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$18.2M +$1.05M 3 0.51% Increased
275
FBA
Front Barnett Associates
Illinois
$18.2M -$2.82M 1 3.05% Reduced