← 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
AIG
American International Group
New York
$27.6M +$1.03M 12 0.09% Increased
202
Nuveen
Nuveen
North Carolina
$27.5M +$5.45M 4 0.15% Increased
203
Davenport & Co
Davenport & Co
Virginia
$27.5M -$478K 1 0.32% Reduced
204
SIC
Schwartz Investment Counsel
Michigan
$27.3M +$5.31M 1 1.45% Increased
205
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$27.1M -$4.02M 3 0.38% Reduced
206
RHBC
R.H. Bluestein & Co
Michigan
$27M +$3.72M 5 1.3% Increased
207
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$26.3M -$20.9M 1 0.59% Reduced
208
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$26.2M +$9.51M 4 0.17% Increased
209
Scout Investments
Scout Investments
Missouri
$26.1M +$1.12M 1 0.54% Increased
210
APG Asset Management
APG Asset Management
Netherlands
$25.9M +$5.53M 3 0.05% Increased
211
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$25.8M -$3.63K 4 0.18% Reduced
212
Eventide Asset Management
Eventide Asset Management
Massachusetts
$25.8M $0 1 0.95% Maintained
213
GTP
Global Thematic Partners
New York
$25.7M -$24.2M 1 1.01% Reduced
214
Comerica Bank
Comerica Bank
Texas
$25.7M -$4.62M 6 0.21% Reduced
215
Trillium Asset Management
Trillium Asset Management
Massachusetts
$25.2M -$970K 1 1.26% Reduced
216
AC
Ascend Capital
California
$25.1M +$4.7M 1 1.26% Increased
217
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$25M +$5.46M 4 0.33% Increased
218
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$24.9M -$457K 3 0.12% Reduced
219
Wedge Capital Management
Wedge Capital Management
North Carolina
$24.9M +$192K 2 0.24% Increased
220
Kennedy Capital Management
Kennedy Capital Management
Missouri
$24.8M +$2.46M 4 0.46% Increased
221
SEI Investments
SEI Investments
Pennsylvania
$24.8M -$20.6M 7 0.09% Reduced
222
USAA
United Services Automobile Association
Texas
$24.4M +$1.96M 8 0.06% Increased
223
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$23.8M +$15.3M 3 0.11% Increased
224
AIA
AGF Investments America
Ontario, Canada
$23.8M +$922K 2 8.26% Increased
225
CI
Cooper Investors
Australia
$23.7M -$1.11M 1 2.81% Reduced