← 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
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$30.4M +$701K 3 1.98% Increased
327
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$30.2M -$761K 8 0.19% Reduced
328
CAM
Cidel Asset Management
Ontario, Canada
$30M -$1.53M 2 2.12% Reduced
329
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$29.3M +$697K 2 1.14% Increased
330
Quilter Plc
Quilter Plc
United Kingdom
$29.1M -$573K 1 0.59% Reduced
331
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$28.7M -$2.64M 2 0.55% Reduced
332
MGWM
Marks Group Wealth Management
Minnesota
$28.6M +$8.39M 3 2.73% Increased
333
Moore Capital Management
Moore Capital Management
New York
$28.6M +$626K 2 0.53% Increased
334
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$28.5M -$129K 1 2.26% Reduced
335
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$28.4M -$4.92M 2 0.79% Reduced
336
Trillium Asset Management
Trillium Asset Management
Massachusetts
$28.4M +$15.5M 2 0.7% Increased
337
MAM
Montanaro Asset Management
United Kingdom
$28M -$16.8M 2 4.99% Reduced
338
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$27.5M -$58.5K 2 0.51% Reduced
339
QPBE
Quintet Private Bank (Europe)
Luxembourg
$27.4M +$5.94M 1 1.57% Increased
340
Swiss Life Asset Management
Swiss Life Asset Management
$27.4M -$16.4K 4 0.31% Reduced
341
DF Dent & Co
DF Dent & Co
Maryland
$27.4M +$145K 2 0.33% Increased
342
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$27.4M +$3.77M 2 1.16% Increased
343
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$27.3M -$1.35M 8 0.29% Reduced
344
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$27.2M -$760K 1 0.26% Reduced
345
WPC
Waters Parkerson & Co
Louisiana
$26.9M -$4.77M 2 1.37% Reduced
346
Achmea Investment Management
Achmea Investment Management
Netherlands
$26.9M -$1.91M 3 0.44% Reduced
347
Truist Financial
Truist Financial
North Carolina
$26.6M -$17.2M 6 0.04% Reduced
348
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.4M +$1.59M 7 0.13% Increased
349
Point72 Asset Management
Point72 Asset Management
Connecticut
$25.9M -$55.4M 4 0.07% Reduced
350
CISOA
Capital Investment Services of America
Wisconsin
$25.8M -$1.19M 1 2.46% Reduced