← 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
126
Renaissance Technologies
Renaissance Technologies
New York
$58.5M +$12.8M 8 0.07% Increased
127
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$58.4M +$1.36M 1 0.69% Increased
128
PointState Capital
PointState Capital
New York
$58M +$15.7M 2 0.49% Increased
129
ABC
Anchor Bolt Capital
Illinois
$57.1M -$42.2M 1 2.33% Reduced
130
IAMA
Impax Asset Management (AIFM)
United Kingdom
$57M -$1.25M 4 16.71% Reduced
131
AMF Tjänstepension
AMF Tjänstepension
Sweden
$56.9M -$25.3M 2 0.62% Reduced
132
Sterling Capital Management
Sterling Capital Management
North Carolina
$56.8M +$650K 3 0.53% Increased
133
Panagora Asset Management
Panagora Asset Management
Massachusetts
$56.6M -$2.98M 5 0.22% Reduced
134
UBS Group
UBS Group
Switzerland
$55.6M -$1.89M 12 0.03% Reduced
135
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$55.5M +$601K 1 2.76% Increased
136
PAR Capital Management
PAR Capital Management
Massachusetts
$55.4M $0 1 0.63% Maintained
137
DAC
Dividend Assets Capital
South Carolina
$54.6M -$580K 1 2.25% Reduced
138
Scout Investments
Scout Investments
Missouri
$54.4M +$240K 2 1.49% Increased
139
MPIA
Mountain Pacific Investment Advisers
Idaho
$52.8M +$197K 2 5.78% Increased
140
KeyBank National Association
KeyBank National Association
Ohio
$52.7M -$119K 4 0.31% Reduced
141
NFA
Nationwide Fund Advisors
Ohio
$52.4M -$867K 11 0.21% Reduced
142
CAM
Cacti Asset Management
Georgia
$49.9M +$4.16M 1 4.22% Increased
143
ACM
Atlanta Capital Management
Georgia
$49.4M +$7.33M 1 0.28% Increased
144
Congress Asset Management
Congress Asset Management
Massachusetts
$48.5M +$3.09M 2 0.75% Increased
145
APG Asset Management
APG Asset Management
Netherlands
$48.2M -$33M 3 0.08% Reduced
146
AC
Ascend Capital
California
$48M +$31.7M 2 1.81% Increased
147
Evercore Wealth Management
Evercore Wealth Management
New York
$47.5M -$1.17M 6 1.85% Reduced
148
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$46.7M +$6.75M 1 0.83% Increased
149
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$43.6M +$4.18M 1 1.01% Increased
150
Gotham Asset Management
Gotham Asset Management
New York
$43.1M +$971K 6 0.63% Increased
4 5
6
7 8