← 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
R.M. Davis Inc
R.M. Davis Inc
Maine
$42.7M -$1.57M 2 1.76% Reduced
152
Robeco Schweiz
Robeco Schweiz
Switzerland
$40.5M -$13M 2 3.12% Reduced
153
GIM
GCA Investment Management
New York
$40.2M -$11.2M 2 7.88% Reduced
154
Aperio Group
Aperio Group
California
$40M +$1.8M 8 0.23% Increased
155
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$40M +$1.35M 4 0.29% Increased
156
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$39.8M $0 1 0.62% Maintained
157
AAM
Ardevora Asset Management
United Kingdom
$39.7M +$1.03M 1 1.19% Increased
158
PGGM Investments
PGGM Investments
Netherlands
$38.3M -$13.7M 2 0.19% Reduced
159
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$38.3M +$7.61M 8 0.36% Increased
160
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$37.8M -$12.7M 3 0.32% Reduced
161
Aberdeen Group
Aberdeen Group
United Kingdom
$37.7M +$35.2M 3 0.07% New
162
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$37M -$7.36M 3 0.29% Reduced
163
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$36.8M +$205K 10 0.04% Increased
164
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$36.7M +$240K 2 0.97% Increased
165
Canada Life
Canada Life
Manitoba, Canada
$36.7M +$283K 11 0.09% Increased
166
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$36.6M -$832K 7 0.13% Reduced
167
Welch & Forbes
Welch & Forbes
Massachusetts
$36.2M +$882K 2 0.95% Increased
168
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$35.5M -$15.6M 4 0.22% Reduced
169
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$35.3M -$17.2M 6 0.18% Reduced
170
Rockefeller Financial Services
Rockefeller Financial Services
New York
$35.3M -$3.68M 4 0.67% Reduced
171
WAM
Water Asset Management
New York
$35M -$6.91M 3 17.52% Reduced
172
Stifel Financial
Stifel Financial
Missouri
$33.7M +$521K 8 0.12% Increased
173
QIM
Quantitative Investment Management
Virginia
$33.4M +$12.3M 3 0.38% Increased
174
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$33.4M -$277K 3 0.41% Reduced
175
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$31.8M -$137K 1 4.82% Reduced