← 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
M&T Bank
M&T Bank
New York
$11.4M -$473K 6 0.06% Reduced
327
SRC
Stone Run Capital
New York
$11.4M -$333K 2 5.98% Reduced
328
Adage Capital Partners
Adage Capital Partners
Massachusetts
$11.2M +$1.49M 2 0.03% Increased
329
SIC
Schwartz Investment Counsel
Michigan
$11.2M +$2.76M 1 0.66% Increased
330
TCW Group
TCW Group
California
$11.2M +$2.46M 3 0.09% Increased
331
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$11.1M -$14.8M 2 0.14% Reduced
332
IAM
Impax Asset Management
New Hampshire
$11.1M +$10.7M 1 0.64% New
333
TWMP
Taylor Wealth Management Partners
Massachusetts
$11M +$349K 1 5.3% Increased
334
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$11M +$8.51M 7 0.07% Increased
335
Greenleaf Trust
Greenleaf Trust
Michigan
$11M -$201K 2 0.22% Reduced
336
TCM
Thames Capital Management
New Jersey
$10.9M +$7.25M 1 4.59% Increased
337
MCM
Maple Capital Management
Vermont
$10.9M +$712K 1 2.71% Increased
338
JGC
J. Goldman & Co
New York
$10.8M +$296K 1 0.46% Increased
339
GWI
Grace & White Inc
New York
$10.6M -$8.81K 1 2.18% Reduced
340
DA
Denali Advisors
California
$10.5M -$1.64M 1 1.68% Reduced
341
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$10.5M +$5.34M 2 0.11% Increased
342
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$10.3M +$350K 4 0.26% Increased
343
AL
AJO LP
Pennsylvania
$10.2M -$40.8M 2 0.05% Reduced
344
Amalgamated Bank
Amalgamated Bank
New York
$10.1M +$507K 7 0.27% Increased
345
ACM
Arosa Capital Management
Florida
$10.1M +$1.8M 1 1.41% Increased
346
PAM
Premier Asset Management
Illinois
$10.1M -$33.6K 1 2.26% Reduced
347
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$10.1M -$487K 7 0.07% Reduced
348
GIP
Granite Investment Partners
California
$10M +$58.2K 1 0.67% Increased
349
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$10M +$1.73M 6 0.21% Increased
350
Calamos Advisors
Calamos Advisors
Illinois
$10M +$472K 2 0.07% Increased