← 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
Ilex Capital Partners
Ilex Capital Partners
United Kingdom
$20.8M -$34.8M 1 0.69% Reduced
402
Trexquant Investment
Trexquant Investment
Connecticut
$20.3M -$11.7M 5 0.23% Reduced
403
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$20.2M +$1.82M 3 0.16% Increased
404
CIBC World Markets
CIBC World Markets
New York
$20.1M +$3.03M 7 0.13% Increased
405
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$20.1M -$7.94M 2 0.4% Reduced
406
Los Angeles Capital Management
Los Angeles Capital Management
California
$20M +$888K 6 0.07% Increased
407
HRT Financial
HRT Financial
New York
$19.9M +$3.38M 7 0.09% Increased
408
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$19.8M -$50.3M 5 0.06% Reduced
409
Bessemer Group
Bessemer Group
New Jersey
$19.7M +$15M 9 0.03% Increased
410
Railway Pension Investments
Railway Pension Investments
United Kingdom
$19.7M +$1.24M 1 0.28% Increased
411
CAM
Capco Asset Management
Florida
$19.7M +$6.15M 1 4.14% Increased
412
Magnetar Financial
Magnetar Financial
Illinois
$19.6M -$11.1M 6 0.09% Reduced
413
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$19.3M -$888K 10 0.07% Reduced
414
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$19.3M +$7.28M 1 0.51% Increased
415
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$19.2M +$1.87M 1 0.4% Increased
416
Glenview Trust
Glenview Trust
Kentucky
$19.2M +$52.7K 2 0.33% Increased
417
BCAM
Boston Common Asset Management
Massachusetts
$19M -$650K 2 0.53% Reduced
418
Everett Harris & Co
Everett Harris & Co
California
$18.9M +$52.6K 1 0.24% Increased
419
HCM
Hutchinson Capital Management
California
$18.8M -$467K 1 3.43% Reduced
420
Zacks Investment Management
Zacks Investment Management
Illinois
$18.8M +$412K 4 0.16% Increased
421
MYAM
Meiji Yasuda Asset Management
Japan
$18.7M -$1.92M 4 0.93% Reduced
422
QRG Capital Management
QRG Capital Management
Illinois
$18.7M +$314K 7 0.16% Increased
423
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$18.6M -$311K 1 0.57% Reduced
424
NEOS Investment Management
NEOS Investment Management
Connecticut
$18.6M +$6.4M 3 0.23% Increased
425
DP
DDD Partners
Washington
$18.3M -$50.3K 1 1.97% Reduced