← 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
Fenimore Asset Management
Fenimore Asset Management
New York
$26.9M -$2.69K 3 0.6% Reduced
302
CS
Central Securities
New York
$26.6M $0 1 2.64% Maintained
303
WTA
Washington Trust Advisors
Massachusetts
$26.5M +$26.7M 5 1.8% New
304
Guinness Asset Management
Guinness Asset Management
United Kingdom
$26.5M +$1.25M 1 1.04% Increased
305
AQR Arbitrage
AQR Arbitrage
Connecticut
$26.3M $0 1 0.67% Maintained
306
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$26.3M +$2.34M 8 0.06% Increased
307
HA
Heartland Advisors
Wisconsin
$25.9M -$3.14M 2 1.52% Reduced
308
RCW
Rheos Capital Works
Japan
$25.8M +$4.96M 2 1.13% Increased
309
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$25.7M +$20.7M 2 0.8% Increased
310
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$25.6M +$1.97M 2 0.23% Increased
311
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$25.5M -$1.24M 1 1.13% Reduced
312
MIM
Manitou Investment Management
Ontario, Canada
$25.4M +$24.6M 1 4.08% New
313
MetLife Investment Management
MetLife Investment Management
New Jersey
$25.4M -$436K 10 0.21% Reduced
314
RBCM
Raub Brock Capital Management
California
$25.2M $0 1 3.83% Maintained
315
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$25.1M +$25.4K 3 0.17% Increased
316
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$25M +$1.32M 3 0.73% Increased
317
AIA
AGF Investments America
Ontario, Canada
$24.9M $0 2 4.78% Maintained
318
TBA
Tower Bridge Advisors
Pennsylvania
$24.8M +$191K 2 1.53% Increased
319
Connectus Wealth
Connectus Wealth
Ohio
$24.7M -$188K 1 0.96% Reduced
320
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$24.6M -$16.1M 7 0.65% Reduced
321
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$24.4M -$6.21K 2 0.36% Reduced
322
SG Americas Securities
SG Americas Securities
New York
$24.4M -$10.7M 12 0.13% Reduced
323
Covea Finance
Covea Finance
France
$24M +$24.9M 1 2.1% New
324
Country Trust Bank
Country Trust Bank
Illinois
$23.8M -$3.33M 2 0.65% Reduced
325
BCAM
Boston Common Asset Management
Massachusetts
$23.8M +$138K 1 0.96% Increased