← 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
451
NGM
North Growth Management
British Columbia, Canada
$9.49M -$717K 1 1.94% Reduced
452
AP
Archon Partners
New Jersey
$9.48M +$9.04M 1 1.27% New
453
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$9.45M +$607K 3 0.25% Increased
454
Loews Corp
Loews Corp
New York
$9.26M -$512K 1 0.09% Reduced
455
LCG
Lisanti Capital Growth
New York
$9.07M -$1.49M 1 1.26% Reduced
456
Kennedy Capital Management
Kennedy Capital Management
Missouri
$8.99M -$4.43M 2 0.2% Reduced
457
Andra AP-fonden
Andra AP-fonden
Sweden
$8.95M -$350K 2 0.2% Reduced
458
PRCP
Pacific Ridge Capital Partners
Oregon
$8.94M -$468K 1 2.18% Reduced
459
AMI
Amica Mutual Insurance
Rhode Island
$8.9M $0 2 0.98% Maintained
460
CU
CQS (US)
New York
$8.72M +$8.05M 1 0.53% New
461
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$8.57M -$84.1K 1 0.37% Reduced
462
GWI
Grace & White Inc
New York
$8.5M $0 1 1.8% Maintained
463
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$8.49M -$2.69M 1 0.07% Reduced
464
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$8.45M +$3.21M 3 0.37% Increased
465
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$8.37M +$170K 2 0.35% Increased
466
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$8.31M -$142K 5 0.11% Reduced
467
PCMK
Paragon Capital Management (Kansas)
Kansas
$8.22M -$379K 1 4.43% Reduced
468
Regions Financial Corp
Regions Financial Corp
Alabama
$8.16M +$384K 3 0.08% Increased
469
Sit Investment Associates
Sit Investment Associates
Minnesota
$8.08M +$4.75M 1 0.22% Increased
470
PIM
Progressive Investment Management
Oregon
$7.95M -$36.1K 1 2.86% Reduced
471
TPCM
Three Peaks Capital Management
Colorado
$7.94M -$1.97M 3 2.54% Reduced
472
BCM
Brightline Capital Management
Florida
$7.91M $0 1 5.97% Maintained
473
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$7.84M -$425K 5 0.08% Reduced
474
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$7.82M +$1.34M 3 0.22% Increased
475
Castleark Management
Castleark Management
Illinois
$7.79M -$8.98M 1 0.29% Reduced