← 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
NSCM
New South Capital Management
Tennessee
$63M -$4.08M 1 1.87% Reduced
152
Welch & Forbes
Welch & Forbes
Massachusetts
$60.6M -$627K 2 1.48% Reduced
153
Korea Investment Corp
Korea Investment Corp
South Korea
$60.2M +$2.55M 3 0.26% Increased
154
Canada Life
Canada Life
Manitoba, Canada
$59.6M +$784K 10 0.14% Increased
155
Sterling Capital Management
Sterling Capital Management
North Carolina
$58.8M -$98.4K 3 0.57% Reduced
156
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$57.9M $0 1 1.56% Maintained
157
M
Mirova
France
$57.9M +$56M 2 5.12% Increased
158
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$57.5M +$4.25M 10 0.49% Increased
159
USAA
United Services Automobile Association
Texas
$57.4M +$7.45M 8 0.14% Increased
160
AMF Tjänstepension
AMF Tjänstepension
Sweden
$57.3M -$1.09M 2 0.56% Reduced
161
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$55.8M -$1.2M 1 1.03% Reduced
162
HCM
Hahn Capital Management
California
$55.2M -$7.08M 2 7.26% Reduced
163
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$54.7M +$4.39M 4 0.19% Increased
164
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$52.3M +$803K 3 1.08% Increased
165
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$52.3M -$1.48M 10 0.05% Reduced
166
AQR Capital Management
AQR Capital Management
Connecticut
$51.2M -$17M 10 0.06% Reduced
167
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$49.7M -$1.24M 2 0.6% Reduced
168
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$49.6M +$1.58M 7 0.15% Increased
169
Asset Management One
Asset Management One
Japan
$49.2M +$1.19M 7 0.24% Increased
170
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$49M -$13.4M 1 0.6% Reduced
171
R.M. Davis Inc
R.M. Davis Inc
Maine
$48.7M -$2.8M 2 1.73% Reduced
172
Envestnet Asset Management
Envestnet Asset Management
Illinois
$48.1M +$1.14M 7 0.06% Increased
173
PWLP
Prio Wealth Limited Partnership
Massachusetts
$47.8M -$32.9K 3 2.19% Reduced
174
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$47.7M +$4.63M 2 0.33% Increased
175
EULAV Asset Management
EULAV Asset Management
Florida
$47.2M +$2.63M 1 1.77% Increased