← 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
251
ACM
American Capital Management
New York
$40.7M +$9.47M 2 1.82% Increased
252
Acadian Asset Management
Acadian Asset Management
Massachusetts
$39.5M -$131M 6 0.05% Reduced
253
Todd Asset Management
Todd Asset Management
Kentucky
$39.1M +$761K 1 0.7% Increased
254
Epoch Investment Partners
Epoch Investment Partners
New York
$39.1M -$713K 2 0.22% Reduced
255
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39M +$11.5M 9 0.12% Increased
256
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$38.8M -$6.74M 12 0.06% Reduced
257
STRS Ohio
STRS Ohio
Ohio
$38.5M -$10.9M 12 0.14% Reduced
258
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$38.4M -$9.78M 5 0.19% Reduced
259
CCP
Clarkston Capital Partners
Michigan
$38.1M +$6.18M 1 3.22% Increased
260
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$38M -$8.04M 9 0.11% Reduced
261
Cincinnati Insurance
Cincinnati Insurance
Ohio
$38M +$9.95M 1 0.55% Increased
262
CRM
Cramer Rosenthal McGlynn
Connecticut
$37.7M +$2.16M 3 1.91% Increased
263
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$37.7M -$14.1M 7 0.02% Reduced
264
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$37.5M -$3.51M 9 0.13% Reduced
265
DP
DDD Partners
Washington
$37.4M -$19.2M 1 2.33% Reduced
266
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
$37.3M +$15.5M 1 0.82% Increased
267
Empowered Funds
Empowered Funds
Pennsylvania
$37.2M +$19.6M 7 0.2% Increased
268
Nicholas Company
Nicholas Company
Wisconsin
$37.1M $0 1 0.68% Maintained
269
MetLife Investment Management
MetLife Investment Management
New Jersey
$36.5M -$292K 12 0.17% Reduced
270
Mariner
Mariner
Kansas
$36.5M -$5.37M 8 0.04% Reduced
271
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$36.5M +$27.9M 3 0.23% Increased
272
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$35.9M +$142K 8 0.05% Increased
273
Pinnacle Associates
Pinnacle Associates
New York
$35.5M -$1.08M 3 0.39% Reduced
274
NEOS Investment Management
NEOS Investment Management
Connecticut
$34.9M +$4.46M 3 0.13% Increased
275
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$33.7M -$10.9M 7 0.06% Reduced