← 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
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$25.7M +$5.66M 2 2.16% Increased
252
SM
Sunriver Management
Connecticut
$25.7M -$9.18M 1 4.11% Reduced
253
Glenview Trust
Glenview Trust
Kentucky
$25.5M -$41.2K 1 1.32% Reduced
254
Rathbones Group
Rathbones Group
United Kingdom
$25.3M +$1.65M 2 0.43% Increased
255
AQR Capital Management
AQR Capital Management
Connecticut
$25.2M -$2.02M 12 0.04% Reduced
256
RMCM
Reynders McVeigh Capital Management
Massachusetts
$25M +$343K 2 1.93% Increased
257
CT
Cambridge Trust
Massachusetts
$25M -$248K 2 1.29% Reduced
258
Arizona State Retirement System
Arizona State Retirement System
Arizona
$24.7M +$5.51M 9 0.25% Increased
259
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$24.2M +$466K 6 0.06% Increased
260
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$24.2M +$6.17M 1 0.91% Increased
261
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$24M +$252K 1 2.36% Increased
262
PC
Port Capital
Illinois
$23.6M +$74.4K 1 2.03% Increased
263
Osaic Holdings
Osaic Holdings
Arizona
$23.5M +$2.33M 12 0.07% Increased
264
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$23.4M +$129K 6 0.13% Increased
265
Aberdeen Group
Aberdeen Group
United Kingdom
$23.4M -$3.24M 3 0.06% Reduced
266
Wedge Capital Management
Wedge Capital Management
North Carolina
$23.3M +$162K 3 0.31% Increased
267
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$22.9M -$181K 1 1.57% Reduced
268
RBCM
Raub Brock Capital Management
California
$22.8M -$199K 1 3.87% Reduced
269
MetLife Investment Management
MetLife Investment Management
New Jersey
$22.5M -$403K 11 0.25% Reduced
270
HCMNY
Howard Capital Management (New York)
New York
$22.5M -$686K 1 2.84% Reduced
271
Nomura Asset Management
Nomura Asset Management
Japan
$22.2M +$1.67M 3 0.17% Increased
272
H
Hexavest
Quebec, Canada
$22.1M -$2.98M 3 0.59% Reduced
273
PFM
Premier Fund Managers
United Kingdom
$21.9M $0 1 1.26% Maintained
274
GIP
Granite Investment Partners
California
$21.8M +$1.34M 1 0.96% Increased
275
CS
Central Securities
New York
$21.3M $0 1 3.31% Maintained