← 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	HCM Holland Capital Management Chicago, Illinois	$81.1M	-$3.67M	1	1.75%	Reduced
77	EARNEST Partners Atlanta, Georgia	$79.8M	+$2.08M	1	0.67%	Increased
78	Principal Financial Group Des Moines, Iowa	$76.4M	+$2.55M	7	0.13%	Increased
79	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$75.1M	-$657K	4	0.15%	Reduced
80	JIR James Investment Research Alpha, Ohio	$74.1M	+$8.19M	1	2.31%	Increased
81	BlackRock Investment Management Wilmington, Delaware	$73.5M	-$42.2M	11	0.1%	Reduced
82	Madison Investment Holdings Madison, Wisconsin	$70.9M	+$10M	2	1.56%	Increased
83	Epoch Investment Partners New York	$70.5M	+$51.9M	2	0.27%	Increased
84	Riverbridge Partners Minneapolis, Minnesota	$70.1M	-$3.97M	1	1.37%	Reduced
85	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$69.3M	+$1.33M	11	0.17%	Increased
86	Segall Bryant & Hamill Chicago, Illinois	$68M	-$1.01M	2	1.57%	Reduced
87	AllianceBernstein Nashville, Tennessee	$67.9M	-$2.71M	10	0.06%	Reduced
88	BC BHR Capital New York	$67M	-$1.76M	1	5.92%	Reduced
89	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$64.6M	-$3.32M	2	1.72%	Reduced
90	Amundi Asset Management US Boston, Massachusetts	$64.2M	-$14.9M	3	0.24%	Reduced
91	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$63.2M	-$5.87M	1	0.63%	Reduced
92	Mairs & Power Inc St Paul, Minnesota	$63.1M	+$253K	1	0.92%	Increased
93	NI Nuance Investments Kansas City, Missouri	$62.5M	+$12.6M	1	6.31%	Increased
94	BlackRock New York	$62.5M	-$15M	11	0.09%	Reduced
95	Perkins Investment Management Chicago, Illinois	$59.3M	-$15.5M	1	0.54%	Reduced
96	ACM Atlanta Capital Management Atlanta, Georgia	$59.2M	-$62.6K	1	0.43%	Reduced
97	Adage Capital Partners Boston, Massachusetts	$59.1M	-$9.38M	4	0.15%	Reduced
98	AC Alleghany Corporation New York	$58.8M	+$257K	1	2.2%	Increased
99	Manning & Napier Advisors Fairport, New York	$58.2M	-$2.09M	1	0.24%	Reduced
100	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$57.2M	-$2.66M	4	0.14%	Reduced