← 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
RCM
Rutabaga Capital Management
Massachusetts
$22.3M +$617K 1 2.11% Increased
202
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$22.1M -$1.05M 10 0.15% Reduced
203
ESCM
Echo Street Capital Management
New York
$21.9M -$15.3M 1 1.43% Reduced
204
Bahl & Gaynor
Bahl & Gaynor
Ohio
$21.9M +$64.3K 1 0.33% Increased
205
TCW Group
TCW Group
California
$21.3M +$1.11M 3 0.09% Increased
206
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$21M +$2.97M 1 1.12% Increased
207
MSA
Mason Street Advisors
Wisconsin
$20.3M -$12.2M 6 0.16% Reduced
208
IFB
iAB Financial Bank
Indiana
$20.2M +$139K 1 17.47% Increased
209
HighTower Advisors
HighTower Advisors
Illinois
$19.9M +$2.39M 4 0.35% Increased
210
IAM
Impala Asset Management
Florida
$19.7M -$3.1M 1 0.63% Reduced
211
LM
Luminus Management
Texas
$19.5M +$8M 1 0.75% Increased
212
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$19.3M -$2.18M 2 0.59% Reduced
213
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$19.2M -$682K 3 0.05% Reduced
214
Comerica Bank
Comerica Bank
Texas
$19.2M -$4.33M 5 0.16% Reduced
215
US Bancorp
US Bancorp
Minnesota
$18.7M -$2.59M 10 0.07% Reduced
216
Suntrust Banks
Suntrust Banks
Georgia
$18.6M -$54M 3 0.13% Reduced
217
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$18.6M +$4.37M 2 0.36% Increased
218
EULAV Asset Management
EULAV Asset Management
Florida
$18.5M +$119K 2 0.99% Increased
219
SG Americas Securities
SG Americas Securities
New York
$18.5M -$7.21M 6 0.11% Reduced
220
AIG
American International Group
New York
$18.4M +$1.01M 10 0.08% Increased
221
Appaloosa Management
Appaloosa Management
Florida
$18.3M -$8.11M 1 0.26% Reduced
222
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$18.2M +$5.36M 1 0.05% Increased
223
Pzena Investment Management
Pzena Investment Management
New York
$18M -$581K 1 0.1% Reduced
224
Macquarie Group
Macquarie Group
Australia
$18M -$1.43M 3 0.04% Reduced
225
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$17.9M $0 1 0.83% Maintained