← 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
PGGM Investments
PGGM Investments
Netherlands
$23.8M $0 1 0.14% Maintained
252
WM
Wishbone Management
Illinois
$23.7M $0 1 5.88% Maintained
253
First Merchants Corp
First Merchants Corp
Indiana
$23.7M +$210K 2 2% Increased
254
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$23.3M -$297K 1 2.56% Reduced
255
PC
Port Capital
Illinois
$23.1M +$1.3M 1 2.23% Increased
256
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$22.9M +$6.05M 10 0.4% Increased
257
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$22.7M -$432K 1 1.3% Reduced
258
RBCM
Raub Brock Capital Management
California
$22.6M +$20.9M 1 4.2% New
259
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$22.6M -$9.19M 5 0.29% Reduced
260
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$22.4M -$3.05K 6 0.06% Reduced
261
ELI
Empire Life Investments
Ontario, Canada
$22.4M -$499K 2 1.97% Reduced
262
CT
Cambridge Trust
Massachusetts
$22.2M -$480K 2 1.17% Reduced
263
William Blair & Company
William Blair & Company
Illinois
$22.2M -$9.23M 3 0.11% Reduced
264
Erste Asset Management
Erste Asset Management
Austria
$22.1M +$5.39M 2 0.88% Increased
265
KLWA
Kelly Lawrence W & Associates
California
$21.6M -$94.2K 1 4.48% Reduced
266
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$21.5M +$850K 3 0.25% Increased
267
PFM
Premier Fund Managers
United Kingdom
$21.2M +$19.6M 1 1.32% New
268
CI
Cooper Investors
Australia
$21.2M -$284K 1 2.2% Reduced
269
MetLife Investment Management
MetLife Investment Management
New Jersey
$21.1M +$347K 10 0.24% Increased
270
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$21M -$5.26M 6 0.1% Reduced
271
CS
Central Securities
New York
$21M -$717K 1 3.32% Reduced
272
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$20.8M -$941K 1 0.31% Reduced
273
Bridges Investment Management
Bridges Investment Management
Nebraska
$20.8M -$544K 1 0.76% Reduced
274
Wedge Capital Management
Wedge Capital Management
North Carolina
$20.8M +$723K 4 0.29% Increased
275
CISOA
Capital Investment Services of America
Wisconsin
$20.6M -$12.9K 1 2.66% Reduced