← 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
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$20.3M -$486K 2 0.06% Reduced
202
Scout Investments
Scout Investments
Missouri
$20.3M +$18.1M 1 0.34% New
203
LCP
Lombardia Capital Partners
California
$20M +$1.06M 1 0.6% Increased
204
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$19.9M -$183K 2 0.34% Reduced
205
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$19.6M -$5.06M 7 0.01% Reduced
206
SAM
Skyline Asset Management
Illinois
$19.6M +$4.2M 1 1.36% Increased
207
BAPIM
British Airways Pensions Investment Management
United Kingdom
$19.2M -$8.92M 1 0.59% Reduced
208
PCP
P2 Capital Partners
New York
$19.1M -$4.73M 1 2.92% Reduced
209
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$19M -$4.16M 6 0.1% Reduced
210
IFB
iAB Financial Bank
Indiana
$19M -$129K 1 13.01% Reduced
211
TCP
TAMRO Capital Partners
Virginia
$18.6M -$1.2M 1 1.29% Reduced
212
Glenmede Trust
Glenmede Trust
Pennsylvania
$18.6M +$15M 5 0.14% Increased
213
MDCM
Morgan Dempsey Capital Management
Wisconsin
$18.5M -$391K 2 4.87% Reduced
214
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$18.4M $0 2 0.64% Maintained
215
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$18.1M -$4.24M 1 0.07% Reduced
216
FAM
Foundation Asset Management
New York
$18M +$15.6M 1 4.59% New
217
US Bancorp
US Bancorp
Minnesota
$17.8M +$1.03M 10 0.07% Increased
218
Comerica Bank
Comerica Bank
Texas
$17.8M -$17.1M 5 0.15% Reduced
219
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$17.8M +$10.8M 8 0.25% Increased
220
William Blair & Company
William Blair & Company
Illinois
$17.7M -$36M 6 0.03% Reduced
221
Pzena Investment Management
Pzena Investment Management
New York
$17.5M -$1.7M 1 0.1% Reduced
222
AIG
American International Group
New York
$17.3M -$1.11M 11 0.07% Reduced
223
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$17.3M -$1.07M 1 1.58% Reduced
224
FWSM
First Wilshire Securities Management
California
$17.1M +$4.87M 1 3.49% Increased
225
WC
Walthausen & Co
New York
$17M +$2.35M 2 1.24% Increased