← 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
Parallel Advisors
Parallel Advisors
California
$16.1M -$22.9K 8 0.41% Reduced
452
NAMM
NorthStar Asset Management (Massachusetts)
Massachusetts
$16.1M -$804K 2 4.12% Reduced
453
APF
Alaska Permanent Fund
Alaska
$16.1M -$621K 2 0.24% Reduced
454
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$15.9M -$921K 8 0.31% Reduced
455
BOK Financial
BOK Financial
Oklahoma
$15.8M +$1.12M 6 0.28% Increased
456
MC
Middleton & Co
Massachusetts
$15.7M -$1.09M 2 1.82% Reduced
457
DP
DDD Partners
Washington
$15.6M -$90.8K 1 1.81% Reduced
458
First Manhattan
First Manhattan
New York
$15M -$490K 6 0.05% Reduced
459
TCMG
TSP Capital Management Group
New Jersey
$14.8M -$530K 1 4.64% Reduced
460
HTI
Hikari Tsushin Inc
Japan
$14.8M +$251K 2 1.14% Increased
461
Eastern Bank
Eastern Bank
Massachusetts
$14.4M +$148K 1 0.58% Increased
462
RIA
RPG Investment Advisory
California
$14.4M -$1.93M 1 2.12% Reduced
463
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$14.3M +$610K 2 0.11% Increased
464
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$14.2M +$43.5K 2 0.42% Increased
465
STCG
Speece Thorson Capital Group
Minnesota
$14.2M -$3.08M 1 2.91% Reduced
466
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$14.2M -$147K 8 0.26% Reduced
467
NPPM
North Point Portfolio Managers
Ohio
$14.2M +$539 1 2.49% Increased
468
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$14.1M +$1.27M 8 0.27% Increased
469
SRC
Stone Run Capital
New York
$14.1M -$14.9K 2 5.64% Reduced
470
CAM
Capco Asset Management
Florida
$14.1M +$211K 1 3.34% Increased
471
North Star Asset Management
North Star Asset Management
Wisconsin
$14.1M +$413K 1 0.67% Increased
472
MIIM
Mesirow Institutional Investment Management
Illinois
$14M +$13.5M 1 1.23% New
473
Atria Investments
Atria Investments
North Carolina
$13.9M +$732K 6 0.18% Increased
474
Moran Wealth Management
Moran Wealth Management
Florida
$13.7M -$616K 2 0.45% Reduced
475
IEFM
IQ EQ Fund Management
Ireland
$13.7M -$3.7M 6 1.57% Reduced