← 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
GIP
Granite Investment Partners
California
$26.2M +$773K 1 0.87% Increased
277
Glenview Trust
Glenview Trust
Kentucky
$26.1M +$256K 1 1.12% Increased
278
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$25.8M -$1.21M 3 0.77% Reduced
279
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$25.7M +$4.53M 3 2.31% Increased
280
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$25.5M -$4.83M 6 0.1% Reduced
281
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$25.5M +$9.18M 5 0.03% Increased
282
MetLife Investment Management
MetLife Investment Management
New Jersey
$25.3M -$657K 11 0.23% Reduced
283
William Blair & Company
William Blair & Company
Illinois
$25.2M +$435K 3 0.09% Increased
284
UBS O'Connor
UBS O'Connor
Illinois
$25.1M +$12.5M 1 0.36% Increased
285
M&T Bank
M&T Bank
New York
$24.8M -$344K 3 0.11% Reduced
286
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$24.8M -$202K 2 1.16% Reduced
287
PC
Port Capital
Illinois
$24.4M +$198K 1 1.38% Increased
288
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$24.4M +$6.09M 5 0.16% Increased
289
HA
Heartland Advisors
Wisconsin
$24.4M +$2.63M 2 1.54% Increased
290
BOK Financial
BOK Financial
Oklahoma
$24.2M +$3.87M 6 0.44% Increased
291
Two Sigma Advisers
Two Sigma Advisers
New York
$24.1M -$2.81M 8 0.07% Reduced
292
RBCM
Raub Brock Capital Management
California
$23.4M +$289K 1 3.69% Increased
293
ICOM
Investment Counselors of Maryland
Maryland
$23.2M +$680K 2 0.6% Increased
294
WIC
Water Island Capital
New York
$23.1M +$21.4M 1 1.41% New
295
RR
Robotti Robert
$23M -$265K 1 5.81% Reduced
296
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$22.9M +$4.27M 9 0% Increased
297
Point72 Asset Management
Point72 Asset Management
Connecticut
$22.8M +$20.3M 2 0.11% Increased
298
ACI
AMP Capital Investors
Australia
$22.5M -$5.3M 4 0.11% Reduced
299
Fenimore Asset Management
Fenimore Asset Management
New York
$22.3M +$12.7K 2 0.58% Increased
300
CISOA
Capital Investment Services of America
Wisconsin
$22.1M +$497K 1 2.28% Increased