← 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	US Bancorp Minneapolis, Minnesota	$20.4M	-$1.3M	10	0.08%	Reduced
202	OAM Origin Asset Management London, United Kingdom	$20.3M	+$3.43M	1	1.36%	Increased
203	First National Bank of Omaha Omaha, Nebraska	$20.1M	+$1.58M	2	1.54%	Increased
204	Susquehanna International Group Bala Cynwyd, Pennsylvania	$19.9M	+$5.29M	9	0.01%	Increased
205	BTP Bloom Tree Partners New York	$19.9M	+$2.49M	1	2.72%	Increased
206	KBC Group Brussels, Belgium	$19.6M	-$14.6M	7	0.3%	Reduced
207	Panagora Asset Management Boston, Massachusetts	$18.4M	+$5.15M	7	0.09%	Increased
208	TAM THB Asset Management Norwalk, Connecticut	$18.2M	-$1.55M	2	1%	Reduced
209	AIG American International Group New York	$17.9M	-$37.3K	10	0.09%	Reduced
210	ACI AMP Capital Investors Sydney, Australia	$17.8M	-$1.07M	3	0.13%	Reduced
211	First Manhattan New York	$17.8M	+$175K	7	0.12%	Increased
212	EULAV Asset Management Sarasota, Florida	$17.6M	-$390K	2	0.96%	Reduced
213	LCP Lombardia Capital Partners Pasadena, California	$17.2M	-$1.84M	1	0.49%	Reduced
214	SRC Shufro Rose & Co New York	$17M	-$4.71K	2	1.79%	Reduced
215	Putnam Investments Boston, Massachusetts	$16.9M	+$6.76M	4	0.04%	Increased
216	HA Heartland Advisors Milwaukee, Wisconsin	$16.7M	-$7.82M	1	0.29%	Reduced
217	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$16.7M	+$1.07M	5	0.1%	Increased
218	FQ First Quadrant Glendale, California	$16.7M	-$4.28M	2	0.39%	Reduced
219	Baird Milwaukee, Wisconsin	$16.7M	+$731K	4	0.29%	Increased
220	BNP Paribas Financial Markets Paris, France	$16.7M	-$2.58M	10	0.01%	Reduced
221	HA Halsey Associates New Haven, Connecticut	$16.6M	-$88.3K	1	3.78%	Reduced
222	Schroder Investment Management Group London, United Kingdom	$16.4M	-$4.14M	4	0.02%	Reduced
223	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$16.3M	+$485K	3	5.09%	Increased
224	TC TFS Capital West Chester, Pennsylvania	$16.3M	+$509K	6	0.77%	Increased
225	Bowen Hanes & Co Ponte Vedra Beach, Florida	$16.2M	+$4.5K	1	0.79%	Increased