← 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
Homestead Advisers
Homestead Advisers
Virginia
$86.4M $0 1 1.24% Maintained
102
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$84.9M -$1.56M 2 1.87% Reduced
103
SAM
Scopus Asset Management
New York
$84.7M +$5.92M 3 0.8% Increased
104
Silvercrest Asset Management
Silvercrest Asset Management
New York
$84.1M -$6.21M 4 0.78% Reduced
105
Renaissance Technologies
Renaissance Technologies
New York
$81.1M +$18.5M 7 0.09% Increased
106
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$81M +$4.44M 7 0.4% Increased
107
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$79.5M +$261K 6 0.19% Increased
108
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$77.8M -$2.83M 9 0.21% Reduced
109
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$77.6M +$12.7M 2 1.96% Increased
110
John W. Bristol & Co
John W. Bristol & Co
New York
$74.4M -$3.63M 1 2.11% Reduced
111
Chevy Chase Trust
Chevy Chase Trust
Maryland
$73.8M +$885K 4 0.32% Increased
112
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$72.3M -$1.72M 5 0.2% Reduced
113
CHAM
Clear Harbor Asset Management
Connecticut
$72.1M -$148K 1 13.56% Reduced
114
Laurion Capital Management
Laurion Capital Management
New York
$70.8M +$62.5M 3 0.36% Increased
115
UBS Group
UBS Group
Switzerland
$70.4M +$9.3M 12 0.03% Increased
116
Chilton Investment Company
Chilton Investment Company
Connecticut
$69.4M +$850K 2 2.68% Increased
117
Sterling Capital Management
Sterling Capital Management
North Carolina
$67.1M +$2.76M 3 0.61% Increased
118
Panagora Asset Management
Panagora Asset Management
Massachusetts
$66.7M +$2.63M 5 0.25% Increased
119
Eaton Vance Management
Eaton Vance Management
Massachusetts
$66.1M +$54.3M 3 0.16% Increased
120
BAMCO Inc
BAMCO Inc
New York
$65.8M $0 1 0.3% Maintained
121
PAR Capital Management
PAR Capital Management
Massachusetts
$65.3M $0 1 0.73% Maintained
122
AMF Tjänstepension
AMF Tjänstepension
Sweden
$64.6M +$3.27M 2 0.63% Increased
123
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$64.4M +$258K 2 1.1% Increased
124
HCM
Hahn Capital Management
California
$64.1M -$1.18M 2 6.04% Reduced
125
ABC
Anchor Bolt Capital
Illinois
$64M -$7.92M 1 2.32% Reduced