← 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
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$67.6M -$3.7M 2 1.13% Reduced
127
Stifel Financial
Stifel Financial
Missouri
$67.1M +$14.5M 10 0.21% Increased
128
OppenheimerFunds
OppenheimerFunds
New York
$66.7M -$24.2M 6 0.08% Reduced
129
TPCM
Tide Point Capital Management
Connecticut
$66.2M +$64.8M 1 7.78% New
130
NSCM
New South Capital Management
Tennessee
$64.7M -$28M 1 1.68% Reduced
131
Channing Capital Management
Channing Capital Management
Illinois
$62.8M +$7M 1 2.22% Increased
132
KeyBank National Association
KeyBank National Association
Ohio
$62M +$126K 3 0.36% Increased
133
Chilton Investment Company
Chilton Investment Company
Connecticut
$61.9M -$2.13M 1 2.17% Reduced
134
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$61.2M -$13.2M 7 0.31% Reduced
135
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$61M +$14.8M 6 0.2% Increased
136
Sterling Capital Management
Sterling Capital Management
North Carolina
$60.4M -$719K 3 0.56% Reduced
137
HSBC Holdings
HSBC Holdings
United Kingdom
$60.2M -$2.39M 8 0.11% Reduced
138
MPIA
Mountain Pacific Investment Advisers
Idaho
$59.8M +$1.57M 2 6.06% Increased
139
AMF Tjänstepension
AMF Tjänstepension
Sweden
$58.4M -$4.03M 2 0.56% Reduced
140
IAMA
Impax Asset Management (AIFM)
United Kingdom
$57.7M +$1.49M 4 15.31% Increased
141
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$56.3M -$8.15M 2 1.11% Reduced
142
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$55.9M +$12.8M 1 6.15% Increased
143
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$55.1M +$9.85M 1 0.56% Increased
144
CAM
Cacti Asset Management
Georgia
$55M +$7.15K 1 4.44% Increased
145
Homestead Advisers
Homestead Advisers
Virginia
$54.9M -$12.5M 1 0.86% Reduced
146
EMG
ETF Managers Group
New Jersey
$54.8M +$1.22M 4 3.95% Increased
147
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$53.8M +$14.1M 12 0.09% Increased
148
D.E. Shaw & Co
D.E. Shaw & Co
New York
$53.4M -$4.24M 10 0.07% Reduced
149
Baird Financial Group
Baird Financial Group
Wisconsin
$53.3M +$24.5M 5 0.36% Increased
150
Evercore Wealth Management
Evercore Wealth Management
New York
$52.3M +$2.1M 2 1.79% Increased