← 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
MIIM
Mesirow Institutional Investment Management
Illinois
$17.5M +$505K 1 1.34% Increased
427
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$17.5M -$305K 10 0.07% Reduced
428
New York Life Investment Management
New York Life Investment Management
New York
$17.3M -$712K 4 0.17% Reduced
429
SAM
Shell Asset Management
Netherlands
$17.3M +$17.1M 7 0.76% New
430
OFCM
One Fin Capital Management
California
$17.3M +$16.1M 1 6.53% New
431
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$17.2M +$2.43M 8 0.28% Increased
432
QRG Capital Management
QRG Capital Management
Illinois
$17.2M -$1.1M 9 0.19% Reduced
433
FBB
Fulton Breakefield Broenniman
Maryland
$17.1M -$380K 1 1.2% Reduced
434
TBA
Tower Bridge Advisors
Pennsylvania
$17.1M -$3.8M 2 1.77% Reduced
435
LHC
Lodge Hill Capital
New York
$17.1M -$468K 1 5.32% Reduced
436
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$17.1M +$4.89M 9 0.31% Increased
437
UF
Univest Financial
Pennsylvania
$16.8M +$11.1M 1 1.11% Increased
438
RBCM
Raub Brock Capital Management
California
$16.8M -$307K 1 3.41% Reduced
439
ALPS Advisors
ALPS Advisors
Colorado
$16.7M +$3.83M 6 0.11% Increased
440
Axiom Investors
Axiom Investors
Connecticut
$16.7M +$2.93M 1 0.15% Increased
441
LIM
Lathrop Investment Management
Arkansas
$16.6M -$3.28M 1 3.09% Reduced
442
HA
Heartland Advisors
Wisconsin
$16.6M -$4.54M 1 0.87% Reduced
443
NAMM
NorthStar Asset Management (Massachusetts)
Massachusetts
$16.5M -$374K 2 4.05% Reduced
444
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$16.5M -$6.63M 4 0.2% Reduced
445
APF
Alaska Permanent Fund
Alaska
$16.4M $0 2 0.24% Maintained
446
CIBC World Markets
CIBC World Markets
New York
$16.4M -$2.61M 4 0.12% Reduced
447
RCW
Rheos Capital Works
Japan
$16.3M $0 1 0.85% Maintained
448
KLWA
Kelly Lawrence W & Associates
California
$16.2M -$248K 1 3.66% Reduced
449
Sterling Capital Management
Sterling Capital Management
North Carolina
$16.1M +$15.3M 12 0.21% New
450
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$16M +$2.24M 3 0.11% Increased