← 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	HCM Hahn Capital Management Walnut Creek, California	$31.5M	-$4.37M	2	6.84%	Reduced
252	Guggenheim Capital Chicago, Illinois	$30.6M	+$893K	7	0.2%	Increased
253	Silvercrest Asset Management New York	$30.4M	-$27M	5	0.21%	Reduced
254	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$30.3M	-$368K	2	2.02%	Reduced
255	AAM AMI Asset Management Los Angeles, California	$30.3M	-$2.47M	1	1.58%	Reduced
256	Raymond James Financial Services Advisors St. Petersburg, Florida	$30.1M	-$1.93M	7	0.07%	Reduced
257	Fuller & Thaler Asset Management San Mateo, California	$30M	+$13M	3	0.21%	Increased
258	DnB Asset Management Oslo, Norway	$29.8M	-$1.24M	2	0.22%	Reduced
259	Colony Group Boston, Massachusetts	$29.5M	+$764K	4	0.62%	Increased
260	CT Cambridge Trust Cambridge, Massachusetts	$29.5M	+$432K	2	1.21%	Increased
261	Nisa Investment Advisors St. Louis, Missouri	$29.4M	-$212K	11	0.19%	Reduced
262	HP Hikari Power Tokyo, Japan	$29M	+$474K	1	3.05%	Increased
263	FBA Front Barnett Associates Chicago, Illinois	$28.7M	+$191K	1	3.19%	Increased
264	Wedge Capital Management Charlotte, North Carolina	$28.5M	-$1.04M	3	0.34%	Reduced
265	Osaic Holdings Scottsdale, Arizona	$27.8M	+$3.04M	12	0.07%	Increased
266	Arizona State Retirement System Phoenix, Arizona	$27.8M	+$1.08K	10	0.24%	Increased
267	Cubist Systematic Strategies Stamford, Connecticut	$27.6M	-$10.6M	8	0.35%	Reduced
268	ELI Empire Life Investments Toronto, Ontario, Canada	$27.6M	-$1.83M	2	1.9%	Reduced
269	Korea Investment Corp Seoul, South Korea	$27.3M	-$74.2M	3	0.09%	Reduced
270	SCM Sirios Capital Management Boston, Massachusetts	$27.2M	-$3.17M	1	2.29%	Reduced
271	Nissay Asset Management Tokyo, Japan	$27.1M	-$11.5M	3	0.27%	Reduced
272	LPL Financial San Diego, California	$27M	+$5.51M	8	0.03%	Increased
273	Squarepoint New York	$27M	+$18.4M	5	0.16%	Increased
274	RG Renaissance Group Covington, Kentucky	$26.6M	+$561K	1	1.12%	Increased
275	American Century Companies Kansas City, Missouri	$26.3M	-$365K	10	0.02%	Reduced