← 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
RIM
Ranger Investment Management
Texas
$26.8M +$12.1M 2 1.31% Increased
177
Gotham Asset Management
Gotham Asset Management
New York
$26.7M -$38.2M 4 0.22% Reduced
178
CAM
Cacti Asset Management
Georgia
$26.6M +$310K 1 2.87% Increased
179
HCM
Highline Capital Management
New York
$26.4M +$28M 1 0.92% New
180
HSBC Holdings
HSBC Holdings
United Kingdom
$26.3M -$13.7M 6 0.05% Reduced
181
Rockefeller Financial Services
Rockefeller Financial Services
New York
$26.2M +$12.2M 4 0.54% Increased
182
MPIA
Mountain Pacific Investment Advisers
Idaho
$26.1M -$328K 2 3.03% Reduced
183
DS
Dudley & Shanley
Florida
$26M +$256K 1 5.15% Increased
184
KBC Group
KBC Group
Belgium
$25.7M -$269K 11 0.33% Reduced
185
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$25.3M +$1.53M 4 0.18% Increased
186
HI
Honeywell International
North Carolina
$25.1M -$4.68M 1 0.61% Reduced
187
Washington Trust
Washington Trust
Rhode Island
$25.1M -$516K 1 1.66% Reduced
188
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$25.1M +$4.78M 2 0.07% Increased
189
Candriam SCA
Candriam SCA
Luxembourg
$25.1M +$17.6M 3 0.52% Increased
190
RHJA
Rice Hall James & Associates
California
$24.9M +$2.07M 4 1.44% Increased
191
Macquarie Group
Macquarie Group
Australia
$24.5M +$1.61M 5 0.05% Increased
192
H
Hexavest
Quebec, Canada
$23.9M -$778K 1 0.4% Reduced
193
Putnam Investments
Putnam Investments
Massachusetts
$23.5M +$1.72M 1 0.05% Increased
194
BPM
Bronson Point Management
Connecticut
$22.9M +$15.8M 2 2.75% Increased
195
Canada Life
Canada Life
Manitoba, Canada
$22.8M +$494K 9 0.08% Increased
196
RCM
Rutabaga Capital Management
Massachusetts
$22.8M +$268K 1 2.28% Increased
197
First Pacific Advisors
First Pacific Advisors
California
$22.3M $0 1 0.18% Maintained
198
Barclays
Barclays
United Kingdom
$21.9M -$4.9M 11 0.02% Reduced
199
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$21.8M +$1.44M 2 0.07% Increased
200
EULAV Asset Management
EULAV Asset Management
Florida
$21.3M +$276K 2 1.11% Increased