← 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
176
Polar Capital
Polar Capital
United Kingdom
$27.1M +$1.47M 1 0.62% Increased
177
Panagora Asset Management
Panagora Asset Management
Massachusetts
$26.8M +$7.93M 6 0.13% Increased
178
SIM
Sprucegrove Investment Management
Ontario, Canada
$26.6M -$2.14M 1 0.47% Reduced
179
R.M. Davis Inc
R.M. Davis Inc
Maine
$26.5M -$1.27M 2 1.61% Reduced
180
PGGM Investments
PGGM Investments
Netherlands
$26.5M +$27M 1 0.14% New
181
SG Americas Securities
SG Americas Securities
New York
$26M +$10.8M 6 0.11% Increased
182
HSBC Holdings
HSBC Holdings
United Kingdom
$25.6M -$5.25M 4 0.06% Reduced
183
BKBG
BHF Kleinwort Benson Group
Belgium
$24.6M -$5.22M 4 0.71% Reduced
184
OAM
Origin Asset Management
United Kingdom
$24.6M +$2.45M 1 1.63% Increased
185
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$24.2M +$175K 3 0.14% Increased
186
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$23.9M -$9.35M 5 0.14% Reduced
187
RCM
Rutabaga Capital Management
Massachusetts
$23.9M -$2.15M 1 2.31% Reduced
188
CCI
Columbus Circle Investors
$23.8M +$22.8M 1 0.16% New
189
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$23.4M +$2.55M 2 0.71% Increased
190
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$23.2M -$252K 10 0.16% Reduced
191
OppenheimerFunds
OppenheimerFunds
New York
$23M +$8.38M 1 0.03% Increased
192
Comerica Bank
Comerica Bank
Texas
$22.8M -$1.65M 7 0.18% Reduced
193
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$22.8M +$14.1M 2 0.07% Increased
194
Allstate Corporation
Allstate Corporation
Illinois
$22.5M +$18.9M 2 0.72% Increased
195
MPIA
Mountain Pacific Investment Advisers
Idaho
$22.3M +$297K 2 2.74% Increased
196
CAM
Cacti Asset Management
Georgia
$22.1M +$233K 1 3.02% Increased
197
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$21.6M +$7.53M 5 0.36% Increased
198
AL
AJO LP
Pennsylvania
$21.4M -$25.6M 1 0.09% Reduced
199
EA
Euclid Advisors
Connecticut
$21.3M +$6.5M 3 0.16% Increased
200
PIM
Provident Investment Management
Michigan
$21.1M -$20.4K 1 5.24% Reduced