← 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
401
FIB
First Interstate Bank
Montana
$4.57M +$4.34M 1 1.11% New
402
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$4.45M -$2.77M 5 0.09% Reduced
403
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$4.41M +$614K 3 0.12% Increased
404
PAM
Private Asset Management
California
$4.36M -$110K 1 0.75% Reduced
405
KC
Kingfisher Capital
North Carolina
$4.35M +$1.23M 2 2.34% Increased
406
WAM
World Asset Management
Michigan
$4.33M -$754K 3 0.12% Reduced
407
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$4.31M +$2.44M 3 0.15% Increased
408
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$4.27M -$34.2K 2 0.04% Reduced
409
MIU
Man Investments (UK)
United Kingdom
$4.21M +$1.04M 2 0.47% Increased
410
BIC
Bridges Investment Counsel
Nebraska
$4.18M +$22.7K 1 0.96% Increased
411
NIMI
Natixis Investment Managers International
France
$4.13M +$2.61M 2 0.75% Increased
412
VBCP
Vollero Beach Capital Partners
New York
$4.11M -$46.9M 1 0.27% Reduced
413
Alyeska Investment Group
Alyeska Investment Group
Illinois
$4.03M +$3.71M 1 0.16% New
414
NCCM
Nine Chapters Capital Management
New Jersey
$4.01M +$2.44M 3 0.4% Increased
415
MC
Middleton & Co
Massachusetts
$4M -$1.29M 1 1.05% Reduced
416
PFC
Phocas Financial Corp
California
$3.97M -$521K 1 0.37% Reduced
417
LCM
Leonard Capital Management
Florida
$3.96M -$1.62M 1 1.55% Reduced
418
DL
Delta Lloyd
Netherlands
$3.85M -$2.92M 4 0.13% Reduced
419
BCM
BBT Capital Management
Texas
$3.83M +$3.59M 1 0.17% New
420
Regions Financial Corp
Regions Financial Corp
Alabama
$3.81M +$870K 3 0.05% Increased
421
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$3.8M -$229K 5 0.1% Reduced
422
ACP
Ashfield Capital Partners
California
$3.77M -$32.9K 1 0.18% Reduced
423
BCM
Bourgeon Capital Management
Connecticut
$3.76M +$65.9K 1 2.42% Increased
424
LCP
Longbow Capital Partners
New York
$3.74M -$6.23M 1 2.91% Reduced
425
Glenview Trust
Glenview Trust
Kentucky
$3.72M +$3.48M 1 0.43% New