← 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
426
UMB Bank
UMB Bank
Missouri
$13.8M -$888K 6 0.22% Reduced
427
Engineers Gate Manager
Engineers Gate Manager
New York
$13.7M -$5.38M 7 0.51% Reduced
428
Första AP-fonden
Första AP-fonden
Sweden
$13.6M -$222K 2 0.15% Reduced
429
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$13.6M +$4.36M 4 0.12% Increased
430
Nomura Holdings
Nomura Holdings
Japan
$13.5M +$12.4M 1 0.04% Increased
431
First Manhattan
First Manhattan
New York
$13.4M -$1.14M 8 0.05% Reduced
432
QRG Capital Management
QRG Capital Management
Illinois
$13.4M +$13.6M 7 0.23% New
433
VIM
Vancity Investment Management
British Columbia, Canada
$13.1M +$9.7M 1 1.7% Increased
434
MC
Middleton & Co
Massachusetts
$13.1M -$27K 2 1.81% Reduced
435
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$13.1M -$858K 3 0.36% Reduced
436
NRS
Neville Rodie & Shaw
New York
$13M $0 2 1.16% Maintained
437
Marshall Wace
Marshall Wace
United Kingdom
$13M -$31.7M 3 0.03% Reduced
438
Quantbot Technologies
Quantbot Technologies
New York
$12.8M +$5.05M 7 0.86% Increased
439
GG
Greenwood Gearhart
Arkansas
$12.8M +$443K 1 1.51% Increased
440
Parallel Advisors
Parallel Advisors
California
$12.8M +$202K 9 0.43% Increased
441
NGM
North Growth Management
British Columbia, Canada
$12.7M -$261K 1 2.82% Reduced
442
CSM Advisors
CSM Advisors
Pennsylvania
$12.6M -$487K 1 1.1% Reduced
443
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$12.5M -$1.29M 2 0.81% Reduced
444
CAM
Capco Asset Management
Florida
$12.5M -$11.3K 1 3.24% Reduced
445
IECM
Intrinsic Edge Capital Management
Illinois
$12.5M +$9.08M 2 1.41% Increased
446
TCW Group
TCW Group
California
$12.4M -$818K 1 0.16% Reduced
447
TPCM
Two Point Capital Management
New York
$12.4M +$31.4K 1 6.85% Increased
448
Great Lakes Advisors
Great Lakes Advisors
Illinois
$12.4M -$1.16M 4 0.11% Reduced
449
STCG
Speece Thorson Capital Group
Minnesota
$12.4M -$15.1K 1 2.73% Reduced
450
ACB
Aristotle Capital Boston
Massachusetts
$12.4M +$497K 1 0.4% Increased