← 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
Macquarie Group
Macquarie Group
Australia
$27.4M -$1.49M 5 0.05% Reduced
202
BCM
Blockhouse Capital Management
New York
$27.3M +$14M 1 5.7% Increased
203
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$27.2M +$5.5M 3 0.06% Increased
204
Davenport & Co
Davenport & Co
Virginia
$27.2M -$24.9K 1 0.34% Reduced
205
Aviva
Aviva
United Kingdom
$27M -$2.45M 4 0.17% Reduced
206
US Bancorp
US Bancorp
Minnesota
$26.4M +$1.7M 10 0.08% Increased
207
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$26.4M -$17.2M 3 0.22% Reduced
208
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$26M +$15.4M 3 0.89% Increased
209
Frontier Capital Management
Frontier Capital Management
Massachusetts
$25.9M -$1.91M 1 0.19% Reduced
210
Los Angeles Capital Management
Los Angeles Capital Management
California
$25.7M -$7.54M 6 0.15% Reduced
211
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$25.3M -$4.35M 4 0.34% Reduced
212
ACI
AMP Capital Investors
Australia
$25M -$2.48M 4 0.14% Reduced
213
Holocene Advisors
Holocene Advisors
New York
$24.6M -$6.67M 4 0.56% Reduced
214
Natixis Advisors
Natixis Advisors
Massachusetts
$24.6M +$210K 5 0.24% Increased
215
WAM
Water Asset Management
New York
$24.5M -$13.8M 1 10.82% Reduced
216
Kennedy Capital Management
Kennedy Capital Management
Missouri
$24.5M -$1.33M 4 0.48% Reduced
217
Wedge Capital Management
Wedge Capital Management
North Carolina
$24M -$2.22M 2 0.23% Reduced
218
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$23.8M -$269K 3 0.12% Reduced
219
AIG
American International Group
New York
$23.8M -$2.17M 12 0.08% Reduced
220
CI
Cooper Investors
Australia
$23M +$350K 1 2.73% Increased
221
AIA
AGF Investments America
Ontario, Canada
$22.8M -$53.2K 2 8.68% Reduced
222
Aberdeen Group
Aberdeen Group
United Kingdom
$22.1M -$14.6M 3 0.04% Reduced
223
ABC
Anchor Bolt Capital
Illinois
$22M -$44.3M 2 0.89% Reduced
224
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$22M +$307K 3 0.17% Increased
225
Fred Alger Management
Fred Alger Management
New York
$21.8M -$1.48M 3 0.1% Reduced