← 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
Trillium Asset Management
Trillium Asset Management
Massachusetts
$21.9M +$3.1M 1 1.4% Increased
202
CI
Cooper Investors
Australia
$21.8M +$688K 1 3.48% Increased
203
Comerica Bank
Comerica Bank
Texas
$21.7M +$13.4K 5 0.16% Increased
204
SEI Investments
SEI Investments
Pennsylvania
$21.3M +$834K 10 0.09% Increased
205
IFB
iAB Financial Bank
Indiana
$20.9M $0 1 10.73% Maintained
206
Westfield Capital Management
Westfield Capital Management
Massachusetts
$20.6M -$12.3M 1 0.18% Reduced
207
AIG
American International Group
New York
$20.2M -$168K 11 0.07% Reduced
208
US Bancorp
US Bancorp
Minnesota
$20.2M -$2.48M 9 0.07% Reduced
209
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$20.2M +$1.43M 1 0.51% Increased
210
RMCM
Reynders McVeigh Capital Management
Massachusetts
$19.6M +$34.8K 2 2.7% Increased
211
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$19.5M -$149K 5 0.18% Reduced
212
ACM
American Capital Management
New York
$19.5M +$454K 1 1.38% Increased
213
Eagle Asset Management
Eagle Asset Management
Florida
$19.4M +$14.9M 2 0.12% Increased
214
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$19.3M +$3.03M 5 0.59% Increased
215
NIM
NXG Investment Management
Texas
$19.1M -$7.89M 2 0.53% Reduced
216
NIMI
Natixis Investment Managers International
France
$19M -$1.76M 3 1.67% Reduced
217
Putnam Investments
Putnam Investments
Massachusetts
$18.7M -$4.15M 3 0.04% Reduced
218
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$18.6M +$14.8M 6 0.18% Increased
219
DAM
Dorsey Asset Management
Illinois
$18.6M -$395K 1 10.54% Reduced
220
SPCM
Sound Point Capital Management
New York
$18.5M +$5.31M 1 4.42% Increased
221
Macquarie Group
Macquarie Group
Australia
$18.4M +$259K 4 0.03% Increased
222
National Pension Service
National Pension Service
South Korea
$18.2M +$770K 2 0.12% Increased
223
JIR
James Investment Research
Ohio
$18M -$1.91M 1 0.5% Reduced
224
ABC
Anchor Bolt Capital
Illinois
$17.9M +$17.2M 1 0.6% New
225
RR
Robotti Robert
$17.9M +$24K 1 5.3% Increased