← 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
351
FBB
Fulton Breakefield Broenniman
Maryland
$20.1M -$52.8K 2 1.72% Reduced
352
AIA
AGF Investments America
Ontario, Canada
$20M -$1.03M 2 4.73% Reduced
353
WCMNY
Westchester Capital Management (New York)
New York
$20M +$19.9M 1 0.46% New
354
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$19.9M -$1.13M 1 0.2% Reduced
355
Första AP-fonden
Första AP-fonden
Sweden
$19.8M +$2.43M 2 0.23% Increased
356
Greenleaf Trust
Greenleaf Trust
Michigan
$19.7M +$128K 3 0.24% Increased
357
Los Angeles Capital Management
Los Angeles Capital Management
California
$19.2M +$9.97M 7 0.08% Increased
358
TPSF
Texas Permanent School Fund
Texas
$19.1M -$49.9K 5 0.22% Reduced
359
AP
Appleton Partners
Massachusetts
$18.7M -$91.4K 2 1.6% Reduced
360
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$18.5M $0 2 0.22% Maintained
361
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$18.5M +$1.12M 1 0.9% Increased
362
Meag Munich Ergo
Meag Munich Ergo
Germany
$18.2M -$510K 2 1.75% Reduced
363
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$18.1M +$1.28M 1 1.82% Increased
364
HCM
Hutchinson Capital Management
California
$17.9M -$92.3K 1 4.44% Reduced
365
WesBanco Bank
WesBanco Bank
West Virginia
$17.8M -$17.3K 2 0.66% Reduced
366
Utah Retirement Systems
Utah Retirement Systems
Utah
$17.7M +$311K 5 0.23% Increased
367
First Manhattan
First Manhattan
New York
$17.7M -$309K 7 0.06% Reduced
368
MC
Middleton & Co
Massachusetts
$17.7M -$1.65M 2 1.91% Reduced
369
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$17.6M +$1.04M 5 0.07% Increased
370
NPPM
North Point Portfolio Managers
Ohio
$17.5M -$134K 2 2.41% Reduced
371
CAM
ClariVest Asset Management
California
$17.4M +$3.58M 5 0.58% Increased
372
Glenmede Trust
Glenmede Trust
Pennsylvania
$17.1M +$993K 5 0.09% Increased
373
PDM
Penn Davis McFarland
Texas
$17M -$169K 1 2.98% Reduced
374
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$16.8M +$12.4K 1 1.11% Increased
375
STCG
Speece Thorson Capital Group
Minnesota
$16.8M -$85.4K 1 3.51% Reduced