← 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
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$44.1M -$594K 1 0.53% Reduced
177
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$44.1M -$898K 4 1.48% Reduced
178
AQR Capital Management
AQR Capital Management
Connecticut
$43.3M -$7.36M 10 0.05% Reduced
179
Samlyn Capital
Samlyn Capital
New York
$43.1M +$1.58M 1 1.05% Increased
180
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$42.5M +$845K 4 0.09% Increased
181
Sands Capital Management
Sands Capital Management
Virginia
$42.3M +$638K 1 0.14% Increased
182
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42.2M +$1.67M 3 0.61% Increased
183
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$42.2M +$3.62M 3 0.77% Increased
184
Alyeska Investment Group
Alyeska Investment Group
Illinois
$42M -$51.1M 1 0.61% Reduced
185
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$41.1M +$30.7M 4 0.65% Increased
186
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$40.5M +$833K 1 2.46% Increased
187
Boston Trust Walden
Boston Trust Walden
Massachusetts
$40.4M +$11.4M 4 0.51% Increased
188
PIM
Provident Investment Management
Michigan
$40.4M -$1.15M 1 6.05% Reduced
189
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$39.4M -$13.5M 1 0.8% Reduced
190
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$39.3M +$2.45M 1 4.46% Increased
191
MC
MIG Capital
California
$39M +$6.79M 1 5.04% Increased
192
Rockefeller Capital Management
Rockefeller Capital Management
New York
$37M +$27K 6 0.5% Increased
193
APG Asset Management
APG Asset Management
Netherlands
$36.6M -$1.42M 2 0.06% Reduced
194
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$36.6M +$3.79M 4 0.13% Increased
195
SIC
Schwartz Investment Counsel
Michigan
$36.6M $0 1 1.86% Maintained
196
M
Mirova
France
$36M -$20.7M 2 4.44% Reduced
197
SGAM
Smith Group Asset Management
Texas
$35.7M +$3.18M 2 1.26% Increased
198
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$35.7M -$9.4M 2 0.25% Reduced
199
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$35.6M +$4.52M 6 0.16% Increased
200
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$34.8M -$1.76M 3 0.24% Reduced