← 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
76
Federated Hermes
Federated Hermes
Pennsylvania
$86.6M -$14M 5 0.3% Reduced
77
HCM
Holland Capital Management
Illinois
$85.3M +$454K 1 1.76% Increased
78
American Century Companies
American Century Companies
Missouri
$82.7M -$29.1M 4 0.1% Reduced
79
Principal Financial Group
Principal Financial Group
Iowa
$82.2M +$8.45M 9 0.15% Increased
80
First Trust Advisors
First Trust Advisors
Illinois
$82.2M -$920K 9 0.4% Reduced
81
ICM
IronBridge Capital Management
Illinois
$81.2M -$5.8M 2 1.73% Reduced
82
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$80.8M -$975K 2 1.64% Reduced
83
AllianceBernstein
AllianceBernstein
Tennessee
$79.2M -$9.7M 10 0.07% Reduced
84
DAC
Dividend Assets Capital
South Carolina
$77.8M +$7.58M 1 2.53% Increased
85
BCPEM
Bain Capital Public Equity Management
Massachusetts
$77.7M +$72.3M 1 2.2% New
86
NFA
Nationwide Fund Advisors
Ohio
$76.7M +$8.86M 10 0.32% Increased
87
ACM
Atlanta Capital Management
Georgia
$76.4M -$70.8M 1 0.5% Reduced
88
Balyasny Asset Management
Balyasny Asset Management
Illinois
$76.4M +$5.45M 2 0.99% Increased
89
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$74.2M -$3.52M 2 1.73% Reduced
90
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$73.4M -$207K 3 0.15% Reduced
91
F&C Asset Management
F&C Asset Management
United Kingdom
$71.1M +$6.68M 5 0.87% Increased
92
VDBMI
Van Den Berg Management I
Texas
$68.3M -$774K 1 5.32% Reduced
93
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$68.1M -$3.4M 4 0.26% Reduced
94
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$67.5M +$432K 10 0.18% Increased
95
Frontier Capital Management
Frontier Capital Management
Massachusetts
$66.2M -$2.13M 1 0.49% Reduced
96
Perkins Investment Management
Perkins Investment Management
Illinois
$66.1M -$1.52M 1 0.46% Reduced
97
Millennium Management
Millennium Management
New York
$63.1M -$23.8M 6 0.2% Reduced
98
Riverbridge Partners
Riverbridge Partners
Minnesota
$61.2M +$4.69M 1 1.11% Increased
99
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$60M -$804K 2 1.01% Reduced
100
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$59.8M -$1.78M 10 0.14% Reduced