← 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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$22.3M +$3.19M 1 0.09% Increased
202
Foresters Investment Management
Foresters Investment Management
New York
$22.1M -$9.72M 3 0.44% Reduced
203
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$22.1M -$9.11M 6 0.12% Reduced
204
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$21.9M +$86.4K 11 0.15% Increased
205
Canada Life
Canada Life
Manitoba, Canada
$21.8M -$2.17M 9 0.07% Reduced
206
EULAV Asset Management
EULAV Asset Management
Florida
$21.7M +$1.22M 2 1.17% Increased
207
Russell Frank Company
Russell Frank Company
Washington
$21.6M +$2.96M 7 0.04% Increased
208
KeyBank National Association
KeyBank National Association
Ohio
$21.3M -$518K 4 0.14% Reduced
209
Winton Group
Winton Group
United Kingdom
$21.1M -$26.3M 3 0.26% Reduced
210
Polar Capital
Polar Capital
United Kingdom
$20.9M -$15.3M 1 0.41% Reduced
211
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$20.9M -$218K 2 0.4% Reduced
212
DS
Dudley & Shanley
Florida
$20.3M +$2.64M 1 4.08% Increased
213
MDCM
Morgan Dempsey Capital Management
Wisconsin
$20M -$3.25M 3 5.17% Reduced
214
Pzena Investment Management
Pzena Investment Management
New York
$20M -$1.19M 1 0.11% Reduced
215
CAM
Cortina Asset Management
Wisconsin
$19.9M +$1.88M 1 0.88% Increased
216
TCP
TAMRO Capital Partners
Virginia
$19.6M -$2.09M 1 1.32% Reduced
217
Macquarie Group
Macquarie Group
Australia
$19.5M +$658K 4 0.04% Increased
218
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$19.4M -$7.73M 1 1.03% Reduced
219
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$18.9M -$1.05M 2 0.05% Reduced
220
IFB
iAB Financial Bank
Indiana
$18.8M +$40.6K 1 15.9% Increased
221
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$18.7M +$291K 2 0.61% Increased
222
LCP
Lombardia Capital Partners
California
$18.6M +$4.2M 1 0.54% Increased
223
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$18.6M -$232K 6 0.07% Reduced
224
AIG
American International Group
New York
$17.9M -$693K 11 0.08% Reduced
225
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$17.5M +$18.9M 2 1.27% Increased