← 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
Davenport & Co
Davenport & Co
Virginia
$35.2M -$330K 2 0.43% Reduced
202
Quilter Plc
Quilter Plc
United Kingdom
$35.1M +$3.62M 1 1.72% Increased
203
Geneva Capital Management
Geneva Capital Management
Wisconsin
$35.1M -$857K 1 0.76% Reduced
204
NSCM
New South Capital Management
Tennessee
$35.1M -$757K 1 1.25% Reduced
205
Two Sigma Advisers
Two Sigma Advisers
New York
$34.4M -$9.83M 9 0.1% Reduced
206
IC
Impactive Capital
New York
$33.6M -$11.8M 1 10.7% Reduced
207
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$33.1M +$228K 3 0.24% Increased
208
SM
Sunriver Management
Connecticut
$32.3M +$4.84M 1 5.1% Increased
209
AIG
American International Group
New York
$32.2M +$63.5K 12 0.16% Increased
210
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$32M +$51.5K 1 1.88% Increased
211
Norinchukin Bank
Norinchukin Bank
Japan
$31.9M +$10.9M 3 0.55% Increased
212
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$31.6M +$1.53M 2 0.21% Increased
213
Nicholas Company
Nicholas Company
Wisconsin
$31.5M +$29.1M 1 0.73% New
214
American Century Companies
American Century Companies
Missouri
$31.5M -$10.4M 3 0.03% Reduced
215
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$31.4M -$9.15M 2 1.62% Reduced
216
1832 Asset Management
1832 Asset Management
Ontario, Canada
$31.1M -$1.1M 2 0.09% Reduced
217
Rockefeller Capital Management
Rockefeller Capital Management
New York
$30.4M +$1.45M 7 0.32% Increased
218
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$30.3M +$27.9M 1 0.18% New
219
Los Angeles Capital Management
Los Angeles Capital Management
California
$30M -$10.1M 8 0.14% Reduced
220
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$29.9M -$13.9M 10 0.26% Reduced
221
TIM
Triodos Investment Management
Netherlands
$29.6M -$2.06M 3 7% Reduced
222
AMF Tjänstepension
AMF Tjänstepension
Sweden
$29.4M -$1M 1 0.3% Reduced
223
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$28.3M +$4.75M 2 1.63% Increased
224
CCLA Investment Management
CCLA Investment Management
United Kingdom
$28.3M +$28.7M 1 0.88% New
225
Macquarie Group
Macquarie Group
Australia
$28.1M +$374K 9 0.05% Increased