← 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
$36.5M +$1.15M 2 0.76% Increased
302
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$36.5M -$4.77M 1 0.25% Reduced
303
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$36M -$166K 5 0.12% Reduced
304
Royce & Associates
Royce & Associates
New York
$35.8M -$1.67M 4 0.36% Reduced
305
Nicholas Company
Nicholas Company
Wisconsin
$35.8M $0 1 0.63% Maintained
306
Capstone Investment Advisors
Capstone Investment Advisors
New York
$35.8M +$21M 4 0.07% Increased
307
MIM
Manitou Investment Management
Ontario, Canada
$35.7M +$3.01M 1 6.25% Increased
308
Bessemer Group
Bessemer Group
New Jersey
$35.7M +$7.7M 8 0.05% Increased
309
M
Mirova
France
$35.5M -$870K 5 5.13% Reduced
310
Arizona State Retirement System
Arizona State Retirement System
Arizona
$35.4M -$1.26M 10 0.19% Reduced
311
Creative Planning
Creative Planning
Kansas
$35.3M +$3.77M 10 0.03% Increased
312
William Blair & Company
William Blair & Company
Illinois
$34.2M +$2.74M 4 0.09% Increased
313
CNAM
Campbell Newman Asset Management
Wisconsin
$33.7M +$44.1K 1 2.47% Increased
314
HighTower Advisors
HighTower Advisors
Illinois
$33.7M -$11.1M 9 0.04% Reduced
315
Daiwa Securities Group
Daiwa Securities Group
Japan
$33.5M -$499K 5 0.11% Reduced
316
HP
Hikari Power
Japan
$33.1M $0 1 2.61% Maintained
317
NEOS Investment Management
NEOS Investment Management
Connecticut
$32.8M +$7.7M 3 0.19% Increased
318
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$32.7M +$5.59M 3 0.09% Increased
319
Belpointe Asset Management
Belpointe Asset Management
Nevada
$32.2M +$753K 3 1.16% Increased
320
IP
Interval Partners
New York
$31.9M -$108M 1 0.57% Reduced
321
Verition Fund Management
Verition Fund Management
Connecticut
$31.8M -$5.96M 9 0.12% Reduced
322
Rafferty Asset Management
Rafferty Asset Management
New York
$31.7M +$311K 3 0.11% Increased
323
Driehaus Capital Management
Driehaus Capital Management
Illinois
$31.5M +$13.3M 2 0.21% Increased
324
DnB Asset Management
DnB Asset Management
Norway
$30.9M +$1.22M 4 0.11% Increased
325
Antipodes Partners
Antipodes Partners
Australia
$30.8M -$9.92M 1 0.65% Reduced