← 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
301
BLM
Bennett Lawrence Management
New York
$10.2M +$9.15M 1 1.8% New
302
LCP
Longbow Capital Partners
New York
$10.2M +$1.3M 2 7.54% Increased
303
NXG Investment Management
NXG Investment Management
Texas
$10.2M +$865K 2 0.24% Increased
304
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$10.1M +$2.17M 6 0.3% Increased
305
TSU
TD Securities (USA)
New York
$10.1M +$615K 3 0.16% Increased
306
Leuthold Group
Leuthold Group
Minnesota
$10M +$449 1 0.85% Increased
307
CBOA
Commonwealth Bank of Australia
Australia
$9.9M -$31.4M 3 0.13% Reduced
308
Arizona State Retirement System
Arizona State Retirement System
Arizona
$9.8M +$190K 5 0.12% Increased
309
Capital Investment Services of America
Capital Investment Services of America
Wisconsin
$9.8M +$54.7K 1 2.43% Increased
310
Wasatch Advisors
Wasatch Advisors
Utah
$9.8M +$8.84M 1 0.1% New
311
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$9.8M +$6.87M 3 0.02% Increased
312
ProShare Advisors
ProShare Advisors
Maryland
$9.8M -$3.94M 9 0.13% Reduced
313
AMG National Trust Bank
AMG National Trust Bank
Colorado
$9.47M +$121K 2 0.96% Increased
314
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$9.45M -$247K 1 0.64% Reduced
315
HJMC
Hellman Jordan Management Company
Massachusetts
$9.32M +$1.44M 1 1.87% Increased
316
Natixis Investment Managers International
Natixis Investment Managers International
France
$9.26M -$364K 2 1.22% Reduced
317
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$9.16M +$1.04M 4 0.17% Increased
318
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$9.13M +$703K 4 0.18% Increased
319
TCMG
TSP Capital Management Group
New Jersey
$9.1M +$8.7M 1 3.95% New
320
1919 Investment Counsel
1919 Investment Counsel
Maryland
$8.97M -$5.04M 3 0.18% Reduced
321
Alyeska Investment Group
Alyeska Investment Group
Illinois
$8.94M +$5.92M 1 0.2% Increased
322
AAM
Archipel Asset Management
Sweden
$8.93M +$5.64M 1 2.23% Increased
323
Eaton Vance Management
Eaton Vance Management
Massachusetts
$8.86M $0 1 0.03% Maintained
324
NC
NBW Capital
Massachusetts
$8.85M -$440K 1 2.01% Reduced
325
MCM
Monarch Capital Management
Indiana
$8.8M -$601K 2 3.4% Reduced