← 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
VCP
Varenne Capital Partners
France
$27.2M +$28.8M 1 5.23% New
352
SDJVC
St. Denis J. Villere & Co
Louisiana
$27M -$1.7M 1 2.7% Reduced
353
IEQ Capital
IEQ Capital
California
$26.9M +$12.8M 4 0.08% Increased
354
Munich Reinsurance
Munich Reinsurance
$26.4M -$7.91M 2 0.64% Reduced
355
Pacer Advisors
Pacer Advisors
Pennsylvania
$26.3M +$3.1M 6 0.07% Increased
356
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$26.3M -$16.1M 3 0.13% Reduced
357
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$26.2M -$1.01M 3 1.3% Reduced
358
ALPS Advisors
ALPS Advisors
Colorado
$26.1M -$874K 7 0.15% Reduced
359
ONPI
Owls Nest Partners IA
Pennsylvania
$26M -$18M 1 7.19% Reduced
360
Mutual of America Capital Management
Mutual of America Capital Management
New York
$25.9M +$1.75M 9 0.27% Increased
361
Evelyn Partners Investment Management
Evelyn Partners Investment Management
$25.9M -$904K 2 0.71% Reduced
362
INTECH Investment Management
INTECH Investment Management
Florida
$25.8M +$2.92M 9 0.23% Increased
363
FAS
Formuepleje A/S
Denmark
$25.7M -$3.4M 1 1.53% Reduced
364
AFCM
Applied Finance Capital Management
Puerto Rico
$25.6M +$1.99M 1 1.83% Increased
365
M&T Bank
M&T Bank
New York
$25.6M -$2.98M 4 0.08% Reduced
366
Czech National Bank
Czech National Bank
Czech Republic
$25.6M +$998K 3 0.17% Increased
367
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$25.5M -$4.04M 1 0.67% Reduced
368
Freestone Grove Partners
Freestone Grove Partners
California
$25.5M -$3.12M 3 0.18% Reduced
369
Truist Financial
Truist Financial
North Carolina
$25.3M -$1.08M 6 0.03% Reduced
370
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$25.1M +$6.3M 6 0.07% Increased
371
Yousif Capital Management
Yousif Capital Management
Michigan
$24.9M -$1.24M 9 0.27% Reduced
372
Trillium Asset Management
Trillium Asset Management
Massachusetts
$24.9M -$6.92M 3 0.76% Reduced
373
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$24.6M +$15.7M 2 0.15% Increased
374
Needham Investment Management
Needham Investment Management
New York
$24.5M +$6.94M 3 1.55% Increased
375
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$24.3M -$1.18M 11 0.2% Reduced