← 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$63.9M +$12.7M 2 0.32% Increased
202
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$63.8M +$4.62M 4 0.09% Increased
203
SIC
Schwartz Investment Counsel
Michigan
$61.4M +$1.8M 1 2.4% Increased
204
Pinnacle Associates
Pinnacle Associates
New York
$60.8M -$999K 3 1.02% Reduced
205
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$60.5M -$635K 7 0.24% Reduced
206
AIG
American International Group
New York
$59.6M +$1.24M 12 0.25% Increased
207
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$59.3M -$24.1M 4 0.49% Reduced
208
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$58.2M +$2.65M 10 0.23% Increased
209
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$58.1M +$2.5M 5 0.28% Increased
210
Flossbach Von Storch
Flossbach Von Storch
Germany
$57.8M -$8.66M 1 0.26% Reduced
211
Mercer Global Advisors
Mercer Global Advisors
Colorado
$57.8M +$44.1M 7 0.17% Increased
212
National Bank of Canada
National Bank of Canada
Quebec, Canada
$57.7M +$24.9M 7 0.09% Increased
213
Nissay Asset Management
Nissay Asset Management
Japan
$57.6M +$35.5M 5 0.46% Increased
214
CCM
Compass Capital Management
Minnesota
$57.3M -$2.65M 1 4.05% Reduced
215
Geneva Capital Management
Geneva Capital Management
Wisconsin
$57.2M -$1.03M 2 1.08% Reduced
216
TAM
Thematics Asset Management
France
$57.2M -$5.75K 3 2.51% Reduced
217
Acadian Asset Management
Acadian Asset Management
Massachusetts
$56.4M +$8.61M 2 0.22% Increased
218
R.M. Davis Inc
R.M. Davis Inc
Maine
$56.4M -$1.41M 4 1.3% Reduced
219
MVIP
Mar Vista Investment Partners
California
$56.2M -$3.4M 1 2.56% Reduced
220
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$55.9M +$639K 3 0.71% Increased
221
LPL Financial
LPL Financial
California
$55.5M +$4.71M 8 0.03% Increased
222
Samlyn Capital
Samlyn Capital
New York
$55M +$9.72M 1 1.1% Increased
223
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$54.7M +$12M 9 0.32% Increased
224
Lazard Asset Management
Lazard Asset Management
New York
$54M -$7.23M 9 0.07% Reduced
225
Fisher Asset Management
Fisher Asset Management
Washington
$53.6M +$2.88M 5 0.03% Increased