← 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
101
William Blair & Company
William Blair & Company
Illinois
$56.9M -$55.9M 5 0.1% Reduced
102
NFA
Nationwide Fund Advisors
Ohio
$56.2M -$27.3M 11 0.24% Reduced
103
SIM
Sprucegrove Investment Management
Ontario, Canada
$55.8M +$27.2M 1 1% Increased
104
BAMCO Inc
BAMCO Inc
New York
$55.5M +$10.5M 2 0.23% Increased
105
Silvercrest Asset Management
Silvercrest Asset Management
New York
$55.4M +$15.4M 2 0.86% Increased
106
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$55.2M -$1.46M 2 0.99% Reduced
107
APG Asset Management
APG Asset Management
Netherlands
$54.3M +$5.89M 4 0.11% Increased
108
CHAM
Clear Harbor Asset Management
Connecticut
$54.1M -$389K 1 12.01% Reduced
109
Millennium Management
Millennium Management
New York
$53.7M -$1.09M 7 0.14% Reduced
110
IAM
Impala Asset Management
Florida
$53.2M +$34.3M 1 2% Increased
111
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$51.7M -$1.23M 5 0.14% Reduced
112
Managed Account Advisors
Managed Account Advisors
New Jersey
$50.2M -$3.29M 8 0.06% Reduced
113
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$50M +$1.88M 10 0.15% Increased
114
Eagle Asset Management
Eagle Asset Management
Florida
$50M -$2.22M 4 0.29% Reduced
115
Frontier Capital Management
Frontier Capital Management
Massachusetts
$49.9M -$239K 1 0.4% Reduced
116
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$49.5M -$1.31M 10 0.16% Reduced
117
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$49.1M -$780K 10 0.11% Reduced
118
TD Asset Management
TD Asset Management
Ontario, Canada
$48.1M +$1.58M 4 0.08% Increased
119
VDBMI
Van Den Berg Management I
Texas
$47.8M -$1.98M 1 3.72% Reduced
120
Prudential plc
Prudential plc
United Kingdom
$47.7M -$13M 1 0.2% Reduced
121
MTB
Mizuho Trust & Banking
Japan
$46.9M -$9.26M 4 0.18% Reduced
122
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$46.2M -$20.4M 5 0.27% Reduced
123
Winton Group
Winton Group
United Kingdom
$45.9M -$1.96M 3 0.33% Reduced
124
VFA
Virtus Fund Advisers
Connecticut
$45.1M -$995K 5 0.34% Reduced
125
BlackRock Advisors
BlackRock Advisors
Delaware
$44.6M -$79.1M 11 0.04% Reduced