← 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	ExodusPoint Capital Management New York	$51.9M	+$41M	6	0.43%	Increased
202	Geneva Capital Management Milwaukee, Wisconsin	$51.9M	+$713K	2	1.06%	Increased
203	CCM Compass Capital Management Minneapolis, Minnesota	$51.6M	-$331K	1	3.95%	Reduced
204	Erste Asset Management Vienna, Austria	$51.3M	-$4.19M	3	0.98%	Reduced
205	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$51M	-$2.27M	10	0.21%	Reduced
206	Korea Investment Corp Seoul, South Korea	$50.6M	+$8.06M	4	0.15%	Increased
207	Royal London Asset Management United Kingdom	$50.1M	+$2.95M	5	0.2%	Increased
208	Nomura Asset Management Tokyo, Japan	$50.1M	-$7.65M	6	0.26%	Reduced
209	Royce & Associates New York	$49.8M	+$790K	4	0.5%	Increased
210	Davenport & Co Richmond, Virginia	$49.5M	+$1.39M	4	0.39%	Increased
211	United Capital Financial Advisors Irving, Texas	$49.4M	-$205K	4	0.28%	Reduced
212	R.M. Davis Inc Portland, Maine	$49.1M	-$1.66M	3	1.25%	Reduced
213	Rathbones Group Liverpool, United Kingdom	$49M	+$2.63M	3	0.5%	Increased
214	Holocene Advisors New York	$48.8M	+$42.5M	4	0.24%	Increased
215	Asset Management One Tokyo, Japan	$48.6M	+$586K	6	0.22%	Increased
216	Truist Financial Charlotte, North Carolina	$48.2M	-$2.1M	8	0.08%	Reduced
217	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$47.1M	-$437K	1	3.42%	Reduced
218	Cerity Partners New York	$46.1M	+$8.68M	6	0.11%	Increased
219	AIG American International Group New York	$45.9M	+$8.66M	11	0.3%	Increased
220	PGGM Investments Zeist, Netherlands	$44M	+$1.81M	5	0.74%	Increased
221	Covea Finance Paris, France	$43.2M	-$15.2M	2	2.46%	Reduced
222	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$43.1M	-$2.37M	3	1.65%	Reduced
223	MAM Montanaro Asset Management London, United Kingdom	$41.5M	-$1.62M	3	6.45%	Reduced
224	Treasurer of the State of North Carolina Raleigh, North Carolina	$41.5M	+$1.05M	5	0.24%	Increased
225	Fiera Capital (Canada) Montreal, Quebec, Canada	$41.4M	+$659K	2	0.12%	Increased