← 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
Gotham Asset Management
Gotham Asset Management
New York
$27.8M -$9.03M 5 0.36% Reduced
177
1832 Asset Management
1832 Asset Management
Ontario, Canada
$27.3M +$10.3M 2 0.1% Increased
178
ECP
Electron Capital Partners
New York
$27.3M -$5.69M 2 6.07% Reduced
179
Rockefeller Financial Services
Rockefeller Financial Services
New York
$27.2M +$3.06M 4 0.57% Increased
180
HI
Honeywell International
North Carolina
$26.6M -$6.43M 1 0.93% Reduced
181
RHJA
Rice Hall James & Associates
California
$26.5M -$449K 3 1.39% Reduced
182
PIM
Provident Investment Management
Michigan
$25.8M -$133K 1 5.36% Reduced
183
Winton Group
Winton Group
United Kingdom
$25.7M -$3.11M 2 0.44% Reduced
184
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$25M +$122K 3 0.18% Increased
185
Baird Financial Group
Baird Financial Group
Wisconsin
$24.9M -$52K 5 0.22% Reduced
186
BAPIM
British Airways Pensions Investment Management
United Kingdom
$24.7M -$22.5K 1 0.73% Reduced
187
Aperio Group
Aperio Group
California
$24.6M +$1.92M 8 0.18% Increased
188
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$24.3M -$1.34M 1 0.24% Reduced
189
Renaissance Technologies
Renaissance Technologies
New York
$24.3M -$56.9M 6 0.04% Reduced
190
WC
Walthausen & Co
New York
$24.3M -$79.4K 2 2.44% Reduced
191
CI
Cooper Investors
Australia
$24.1M +$18.3K 1 4.73% Increased
192
US Bancorp
US Bancorp
Minnesota
$23.9M -$608K 9 0.09% Reduced
193
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$23.7M -$3.18M 3 0.14% Reduced
194
Aviva
Aviva
United Kingdom
$23.7M +$898K 4 0.15% Increased
195
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$23M -$248K 9 0.17% Reduced
196
Welch & Forbes
Welch & Forbes
Massachusetts
$23M +$452K 2 0.79% Increased
197
DL
Delta Lloyd
Netherlands
$22.9M -$1.22M 4 0.71% Reduced
198
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$22.8M +$2.37M 5 0.21% Increased
199
EULAV Asset Management
EULAV Asset Management
Florida
$22.7M +$436K 2 1.2% Increased
200
Select Equity Group
Select Equity Group
New York
$22.7M +$21.3M 1 0.2% New