← 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
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$69.1M -$79.1M 1 0.1% Reduced
102
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$68.6M -$3.91M 2 1.55% Reduced
103
Millennium Management
Millennium Management
New York
$65.1M +$14.3M 6 0.14% Increased
104
CRM
Cramer Rosenthal McGlynn
Connecticut
$64.4M -$3.29M 1 0.66% Reduced
105
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$63M -$1.72M 3 0.23% Reduced
106
AC
Alleghany Corporation
New York
$62.8M $0 1 2.45% Maintained
107
NI
Nuance Investments
Missouri
$62.2M -$4.6M 1 6.59% Reduced
108
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$62.1M -$767K 2 1.03% Reduced
109
ICM
IronBridge Capital Management
Illinois
$60.6M -$8.2M 1 1.69% Reduced
110
BAMCO Inc
BAMCO Inc
New York
$59.5M $0 2 0.24% Maintained
111
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$58M +$1.22M 4 0.14% Increased
112
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$57.9M -$7.48M 1 1.24% Reduced
113
William Blair & Company
William Blair & Company
Illinois
$57.6M +$5.03M 5 0.09% Increased
114
SIM
Sprucegrove Investment Management
Ontario, Canada
$57.3M +$6.38M 1 1.06% Increased
115
VFA
Virtus Fund Advisers
Connecticut
$56.2M +$422K 5 0.41% Increased
116
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$55.8M +$11.2M 6 0.31% Increased
117
APG Asset Management
APG Asset Management
Netherlands
$55.8M +$979K 4 0.11% Increased
118
CHAM
Clear Harbor Asset Management
Connecticut
$55.6M -$2.17M 1 11.29% Reduced
119
Eaton Vance Management
Eaton Vance Management
Massachusetts
$55.5M +$42.5M 2 0.16% Increased
120
JIR
James Investment Research
Ohio
$55.5M +$3.55M 1 1.51% Increased
121
NFA
Nationwide Fund Advisors
Ohio
$54M -$1.15M 11 0.23% Reduced
122
ACM
Atlanta Capital Management
Georgia
$54M -$175K 1 0.37% Reduced
123
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$53.7M +$63.9K 5 0.14% Increased
124
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$52.9M +$2.82M 10 0.11% Increased
125
Frontier Capital Management
Frontier Capital Management
Massachusetts
$52.8M +$4.62M 2 0.39% Increased