← 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
Andra AP-fonden
Andra AP-fonden
Sweden
$16.5M -$220K 4 0.43% Reduced
277
SFM
Systematic Financial Management
New Jersey
$16.5M -$2.67M 1 0.4% Reduced
278
Sit Investment Associates
Sit Investment Associates
Minnesota
$16.4M +$747K 1 0.42% Increased
279
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$16.2M -$10M 1 0.15% Reduced
280
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$16.1M +$89.2K 3 0.12% Increased
281
CISOA
Capital Investment Services of America
Wisconsin
$15.8M -$552K 1 2.37% Reduced
282
TCM
Thames Capital Management
New Jersey
$15.8M +$1.24M 1 4% Increased
283
SCM
Sanoor Capital Management
Connecticut
$15.7M -$9.78K 1 4.97% Reduced
284
MCI
McDonald Capital Investors
California
$15.4M -$1.23M 1 1.27% Reduced
285
Advisors Asset Management
Advisors Asset Management
Colorado
$15.2M +$1.41M 6 0.25% Increased
286
Bahl & Gaynor
Bahl & Gaynor
Ohio
$15.1M -$1.83M 1 0.19% Reduced
287
LM
Luminus Management
Texas
$15.1M +$13.3M 2 0.25% Increased
288
CT
Cambridge Trust
Massachusetts
$15M -$481K 2 0.87% Reduced
289
Oppenheimer & Co
Oppenheimer & Co
New York
$15M +$128K 5 0.38% Increased
290
PWLP
Prio Wealth Limited Partnership
Massachusetts
$14.9M -$50.8K 2 0.68% Reduced
291
HI
Honeywell International
North Carolina
$14.7M -$88.5K 1 0.84% Reduced
292
HCMNY
Howard Capital Management (New York)
New York
$14.6M +$82.8K 1 1.95% Increased
293
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$14.6M +$7.21M 2 0.31% Increased
294
PC
Port Capital
Illinois
$14.6M +$924K 2 1.76% Increased
295
TPSF
Texas Permanent School Fund
Texas
$14.3M -$1.09M 5 0.2% Reduced
296
Colony Group
Colony Group
Massachusetts
$14M -$840K 2 0.7% Reduced
297
HA
Heartland Advisors
Wisconsin
$13.7M -$57.7K 2 0.92% Reduced
298
MSL
Mackay Shields LLC
New York
$13.7M -$2.42M 4 0.1% Reduced
299
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$13.6M -$297K 5 0.29% Reduced
300
GIP
Granite Investment Partners
California
$13.3M -$460K 1 0.77% Reduced