← 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
Boston Trust Walden
Boston Trust Walden
Massachusetts
$19.9M -$7.42M 1 0.37% Reduced
202
PCP
P2 Capital Partners
New York
$19.5M +$7.86M 1 3.29% Increased
203
Marshall Wace
Marshall Wace
United Kingdom
$19M -$10.7M 3 0.18% Reduced
204
Moore Capital Management
Moore Capital Management
New York
$18.6M +$482K 1 0.58% Increased
205
Glenmede Trust
Glenmede Trust
Pennsylvania
$18.5M -$11.2M 6 0.13% Reduced
206
Hancock Whitney
Hancock Whitney
Mississippi
$18.4M +$13.7M 3 0.77% Increased
207
SAM
Skyline Asset Management
Illinois
$18.1M +$810K 1 1.37% Increased
208
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$18M +$174K 1 0.14% Increased
209
Comerica Bank
Comerica Bank
Texas
$18M -$373K 5 0.18% Reduced
210
ACI
AMP Capital Investors
Australia
$17.9M +$4.71M 4 0.12% Increased
211
HI
Honeywell International
North Carolina
$17.6M -$9.16M 1 0.44% Reduced
212
Aperio Group
Aperio Group
California
$17.4M +$2.64M 7 0.16% Increased
213
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17M -$5.5M 2 0.06% Reduced
214
WBC
Westpac Banking Corp
Australia
$16.9M +$5.36M 4 0.19% Increased
215
AIG
American International Group
New York
$16.9M -$110K 11 0.07% Reduced
216
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$16.5M -$3.8M 4 0.13% Reduced
217
SCM
Suffolk Capital Management
New York
$16.5M -$665K 2 2.1% Reduced
218
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$16.5M -$3.27M 11 0.08% Reduced
219
KLWA
Kelly Lawrence W & Associates
California
$16.3M -$111K 1 3.68% Reduced
220
WC
Walthausen & Co
New York
$16.2M +$609K 1 1.56% Increased
221
BAPIM
British Airways Pensions Investment Management
United Kingdom
$16.1M +$15.9M 1 0.5% New
222
Balyasny Asset Management
Balyasny Asset Management
Illinois
$16.1M +$7.62M 1 0.11% Increased
223
First Manhattan
First Manhattan
New York
$16.1M +$1.01M 7 0.1% Increased
224
CIP
Champlain Investment Partners
Vermont
$16M +$846K 1 0.27% Increased
225
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$15.7M +$1.13M 1 0.43% Increased