← 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$35.8M -$3.04M 6 0.12% Reduced
177
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$35.7M -$1.81M 3 0.42% Reduced
178
WAM
Water Asset Management
New York
$35M -$2.42M 2 16.79% Reduced
179
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$33.1M -$6.76M 8 0.29% Reduced
180
PIM
Provident Investment Management
Michigan
$32.5M -$343K 1 5.18% Reduced
181
Stifel Financial
Stifel Financial
Missouri
$32.4M -$3M 9 0.1% Reduced
182
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$32.1M -$1.65M 1 4.49% Reduced
183
Boston Trust Walden
Boston Trust Walden
Massachusetts
$32M -$454K 3 0.47% Reduced
184
PGGM Investments
PGGM Investments
Netherlands
$31.7M -$9.56M 1 0.18% Reduced
185
Los Angeles Capital Management
Los Angeles Capital Management
California
$31.3M +$659K 7 0.17% Increased
186
EULAV Asset Management
EULAV Asset Management
Florida
$30.9M $0 2 1.46% Maintained
187
CCMH
Cornerstone Capital Management Holdings
New York
$30.7M +$19.7M 4 0.21% Increased
188
Baird Financial Group
Baird Financial Group
Wisconsin
$30.4M -$603K 5 0.22% Reduced
189
Korea Investment Corp
Korea Investment Corp
South Korea
$29.9M -$359K 1 0.14% Reduced
190
Holocene Advisors
Holocene Advisors
New York
$29.8M +$26M 3 0.75% New
191
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$29.1M -$9.98M 2 0.73% Reduced
192
RR
Robotti Robert
$28.5M -$155K 1 7.42% Reduced
193
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$28.4M -$2.55M 4 0.36% Reduced
194
Comerica Bank
Comerica Bank
Texas
$28.2M -$633K 6 0.19% Reduced
195
Aviva
Aviva
United Kingdom
$27.8M -$3.86M 4 0.16% Reduced
196
Wedge Capital Management
Wedge Capital Management
North Carolina
$27.7M -$5.5M 2 0.25% Reduced
197
Macquarie Group
Macquarie Group
Australia
$27.3M +$6.39M 4 0.05% Increased
198
Arizona State Retirement System
Arizona State Retirement System
Arizona
$27.3M +$4.29M 5 0.27% Increased
199
Two Sigma Advisers
Two Sigma Advisers
New York
$27.2M -$4.26M 7 0.07% Reduced
200
HI
Honeywell International
North Carolina
$27.2M +$25.7K 1 0.9% Increased