← 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
151
CAM
Cacti Asset Management
Georgia
$33.1M +$142K 1 3.56% Increased
152
R.M. Davis Inc
R.M. Davis Inc
Maine
$32.9M +$240K 2 1.68% Increased
153
Wedge Capital Management
Wedge Capital Management
North Carolina
$32.6M +$61.6K 2 0.34% Increased
154
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$32.3M -$1.8M 4 0.3% Reduced
155
Gotham Asset Management
Gotham Asset Management
New York
$32M -$14.7M 5 0.36% Reduced
156
TEC
Tiger Eye Capital
Tennessee
$30.7M -$5.93M 1 3.85% Reduced
157
D.E. Shaw & Co
D.E. Shaw & Co
New York
$29.3M -$50M 9 0.05% Reduced
158
RCM
Riverhead Capital Management
Delaware
$28.4M +$14.9M 6 0.4% Increased
159
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$28.3M -$252K 3 0.17% Reduced
160
PIM
Provident Investment Management
Michigan
$28M -$647K 1 5.6% Reduced
161
Citigroup
Citigroup
New York
$27.1M -$6.81M 11 0.03% Reduced
162
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$26.7M +$3.47M 1 4.94% Increased
163
PCP
P2 Capital Partners
New York
$26.7M +$3.66M 1 4.11% Increased
164
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$26.5M +$1.36M 9 0.34% Increased
165
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$25.3M $0 4 0.35% Maintained
166
Washington Trust
Washington Trust
Rhode Island
$25.2M +$969K 1 1.68% Increased
167
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$24.9M +$6.53M 7 0.11% Increased
168
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$24.7M +$8.65M 4 0.1% Increased
169
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$24.6M +$1.65M 3 0.16% Increased
170
HI
Honeywell International
North Carolina
$24.3M +$6.91M 1 0.61% Increased
171
Stifel Financial
Stifel Financial
Missouri
$24.1M +$1.64M 7 0.13% Increased
172
Rockefeller Financial Services
Rockefeller Financial Services
New York
$23.9M -$4.3M 4 0.46% Reduced
173
KBC Group
KBC Group
Belgium
$23.4M +$502K 9 0.39% Increased
174
Boston Trust Walden
Boston Trust Walden
Massachusetts
$23.3M -$266K 1 0.41% Reduced
175
RHJA
Rice Hall James & Associates
California
$23.2M -$89.7K 3 1.34% Reduced