← 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
201
AAM
ACK Asset Management
Connecticut
$61.2M -$34.7M 1 7.15% Reduced
202
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$61.1M -$20.2M 9 0.08% Reduced
203
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$61M +$8.2M 9 0.42% Increased
204
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$60.9M +$11.2M 10 0.12% Increased
205
William Blair & Company
William Blair & Company
Illinois
$60.8M +$2.65M 5 0.16% Increased
206
CHAM
Clear Harbor Asset Management
Connecticut
$60.2M -$3.77M 1 3.71% Reduced
207
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$59.6M +$31M 2 0.21% Increased
208
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$59.5M +$4.14M 3 0.28% Increased
209
Energy Income Partners
Energy Income Partners
Connecticut
$58.3M +$46M 1 0.92% Increased
210
Westwood Holdings Group
Westwood Holdings Group
Texas
$57.7M -$26.8M 1 0.44% Reduced
211
Swiss Life Asset Management
Swiss Life Asset Management
$57.2M +$3.13M 9 0.24% Increased
212
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$56.9M -$7.39M 3 0.84% Reduced
213
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$55.4M -$12M 3 0.42% Reduced
214
Beck Mack & Oliver
Beck Mack & Oliver
New York
$55.3M -$2M 3 1.08% Reduced
215
TIA
Tandem Investment Advisors
South Carolina
$54.4M -$17.8M 2 3.64% Reduced
216
National Bank of Canada
National Bank of Canada
Quebec, Canada
$53.2M -$15.4M 8 0.04% Reduced
217
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$52.4M +$9.22M 5 0.61% Increased
218
Chilton Investment Company
Chilton Investment Company
Connecticut
$52.1M +$43.2M 2 1.25% Increased
219
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$51.7M +$10.9M 1 1.82% Increased
220
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$51.2M +$1.42M 2 1.66% Increased
221
LCP
LGT Capital Partners
Switzerland
$51M +$1.44M 1 2.58% Increased
222
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$50.2M +$43.6M 2 1.62% Increased
223
CAM
Capco Asset Management
Florida
$50M -$913K 1 13.65% Reduced
224
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$49.8M +$3.78M 11 0.23% Increased
225
Country Trust Bank
Country Trust Bank
Illinois
$49.6M +$6.6M 1 0.87% Increased