← 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
INTECH Investment Management
INTECH Investment Management
Florida
$40.3M -$17.8M 4 0.42% Reduced
252
SCM
Sirios Capital Management
Massachusetts
$40.1M -$2.53M 1 6.93% Reduced
253
TPSF
Texas Permanent School Fund
Texas
$39.6M +$997K 8 0.37% Increased
254
EULAV Asset Management
EULAV Asset Management
Florida
$39.3M +$1.75M 3 1.46% Increased
255
MetLife Investment Management
MetLife Investment Management
New Jersey
$39.1M +$1.22M 11 0.29% Increased
256
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$39M -$208K 1 1.23% Reduced
257
SDJVC
St. Denis J. Villere & Co
Louisiana
$39M -$11.6M 1 2.83% Reduced
258
Nicholas Company
Nicholas Company
Wisconsin
$38.6M $0 1 0.74% Maintained
259
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$38.6M -$1.27M 7 0.07% Reduced
260
M&T Bank
M&T Bank
New York
$38.3M -$94.5K 4 0.14% Reduced
261
NC
Nekton Capital
United Kingdom
$37.3M $0 1 6.11% Maintained
262
Colony Group
Colony Group
Massachusetts
$37.3M +$546K 3 0.53% Increased
263
Amalgamated Bank
Amalgamated Bank
New York
$37.3M +$987K 12 0.3% Increased
264
Swiss Life Asset Management
Swiss Life Asset Management
$37M +$9.09M 4 0.55% Increased
265
Douglas Lane & Associates
Douglas Lane & Associates
New York
$37M -$350K 1 0.6% Reduced
266
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$37M +$1.63M 3 0.35% Increased
267
Woodline Partners
Woodline Partners
California
$36.6M +$8.74M 3 0.43% Increased
268
MC
MIG Capital
California
$36.6M $0 1 6.62% Maintained
269
RMCM
Reynders McVeigh Capital Management
Massachusetts
$36.3M +$546K 2 2.38% Increased
270
HP
Hikari Power
Japan
$35.8M $0 1 3.44% Maintained
271
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$35.7M -$4.25M 5 0.16% Reduced
272
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$35.6M -$70.7K 2 0.2% Reduced
273
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$35.5M -$19M 7 0.29% Reduced
274
Evercore Wealth Management
Evercore Wealth Management
New York
$35.4M -$2.05M 2 0.65% Reduced
275
William Blair & Company
William Blair & Company
Illinois
$34.9M -$2.71M 4 0.13% Reduced