← 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
326
SRC
Stone Run Capital
New York
$10.6M -$1.07M 2 5.47% Reduced
327
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$10.6M +$87.7K 3 0.17% Increased
328
Greenleaf Trust
Greenleaf Trust
Michigan
$10.3M -$148K 2 0.21% Reduced
329
SRAM
Stone Ridge Asset Management
New York
$10.3M +$9.45M 8 0.64% New
330
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$10.2M +$9.2M 2 0.11% Increased
331
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$10.1M +$309K 7 0.06% Increased
332
FIM
Farmhouse Investment Management
California
$10.1M +$62K 1 6.28% Increased
333
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.1M -$930K 7 0.02% Reduced
334
MCM
Monarch Capital Management
Indiana
$10M -$807K 2 3.73% Reduced
335
Pendal Group
Pendal Group
Australia
$10M -$1.74M 2 0.13% Reduced
336
HA
Halsey Associates
Connecticut
$10M +$705K 2 1.71% Increased
337
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.96M +$2.56M 6 0.06% Increased
338
SCM
SG Capital Management
Illinois
$9.93M +$4.49M 2 1.99% Increased
339
TWMP
Taylor Wealth Management Partners
Massachusetts
$9.84M -$35.9K 1 4.18% Reduced
340
BCM
Brightline Capital Management
Florida
$9.79M +$8.07M 2 8.65% New
341
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$9.78M $0 5 0.26% Maintained
342
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$9.66M -$380K 3 0.18% Reduced
343
JGC
J. Goldman & Co
New York
$9.64M +$8.7M 1 0.51% New
344
SGCIA
Smith Graham & Co Investment Advisors
Texas
$9.51M +$1.46M 1 0.89% Increased
345
MCM
Maple Capital Management
Vermont
$9.35M -$62.1K 1 2.41% Reduced
346
Winton Group
Winton Group
United Kingdom
$9.32M +$4.02M 3 0.27% Increased
347
Utah Retirement Systems
Utah Retirement Systems
Utah
$9.28M +$131K 4 0.2% Increased
348
SAM
Shell Asset Management
Netherlands
$9.23M +$1.51M 4 0.18% Increased
349
Amalgamated Bank
Amalgamated Bank
New York
$9.21M +$602K 7 0.25% Increased
350
BFO
Boston Family Office
Massachusetts
$9.21M +$973K 3 1.01% Increased