← 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
276
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$33.7M -$12.1M 4 0.25% Reduced
277
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$33.5M -$5.93M 8 0.09% Reduced
278
ONPI
Owls Nest Partners IA
Pennsylvania
$33.3M -$7.47M 1 10.79% Reduced
279
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$33.2M +$635K 9 0.1% Increased
280
DF Dent & Co
DF Dent & Co
Maryland
$33.1M -$1.15M 2 0.63% Reduced
281
Nykredit A/S
Nykredit A/S
Denmark
$33.1M +$32.8M 9 0.13% New
282
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$33.1M +$3.3M 3 0.05% Increased
283
Korea Investment Corp
Korea Investment Corp
South Korea
$33.1M -$22.4M 3 0.06% Reduced
284
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$33M -$258K 4 0.18% Reduced
285
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$33M -$6.79M 3 0.04% Reduced
286
Wasatch Advisors
Wasatch Advisors
Utah
$32.9M -$19.8M 1 0.22% Reduced
287
JSC
J. Stern & Co
United Kingdom
$32.9M -$1.03M 1 3.1% Reduced
288
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$32.7M -$744K 8 0.07% Reduced
289
ROC
Running Oak Capital
Minnesota
$32.2M -$11.1M 3 5.48% Reduced
290
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$31.6M $0 1 1.01% Maintained
291
DS
Dudley & Shanley
Florida
$31.4M +$3.83M 3 4.75% Increased
292
BG
BDF Gestion
France
$31.3M -$333K 2 4.19% Reduced
293
Trillium Asset Management
Trillium Asset Management
Massachusetts
$31.2M +$464K 3 0.96% Increased
294
Resona Asset Management
Resona Asset Management
Japan
$31.1M -$2.17M 3 0.15% Reduced
295
Arizona State Retirement System
Arizona State Retirement System
Arizona
$31M +$310K 10 0.16% Increased
296
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$30.4M -$3.3M 5 0.09% Reduced
297
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$30.3M +$1.28M 9 0.05% Increased
298
PP
PDT Partners
New York
$30.1M +$1.01M 5 1.58% Increased
299
SCP
Sandhill Capital Partners
New York
$29.9M +$26.4M 1 2.43% New
300
WPC
Waters Parkerson & Co
Louisiana
$29.9M +$552K 1 1.48% Increased