← 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
301
PineBridge Investments
PineBridge Investments
New York
$33.9M +$2.13M 3 0.27% Increased
302
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$33.7M +$1.87M 2 0.37% Increased
303
Evercore Wealth Management
Evercore Wealth Management
New York
$33.6M -$934K 3 0.53% Reduced
304
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$32.9M -$7.36M 9 0.21% Reduced
305
RCW
Rheos Capital Works
Japan
$32.7M +$3.26M 2 1.57% Increased
306
SCM
Sandler Capital Management
New York
$32.6M +$2.61M 1 2.38% Increased
307
BFO
Boston Family Office
Massachusetts
$32.4M -$712K 2 2.33% Reduced
308
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$31.7M +$128K 2 1.4% Increased
309
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$31.3M -$158K 2 0.71% Reduced
310
WPC
Waters Parkerson & Co
Louisiana
$31.1M -$268K 1 1.6% Reduced
311
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$31M +$5.56M 4 0.24% Increased
312
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$30.9M +$5.5M 2 0.73% Increased
313
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$30.7M -$5.92K 2 0.56% Reduced
314
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$30.6M +$50.5K 8 0.21% Increased
315
TIA
Tandem Investment Advisors
South Carolina
$30.3M +$28.9K 1 1.17% Increased
316
CS
Central Securities
New York
$30.3M $0 1 3.06% Maintained
317
Capital International Investors
Capital International Investors
California
$30.1M -$166K 1 0.01% Reduced
318
Achmea Investment Management
Achmea Investment Management
Netherlands
$30.1M -$528K 3 0.57% Reduced
319
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$30M -$1.25M 12 0.15% Reduced
320
Belpointe Asset Management
Belpointe Asset Management
Nevada
$30M -$12.7K 4 2.25% Reduced
321
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$29.7M -$2.81M 4 0.69% Reduced
322
TCW Group
TCW Group
California
$29.6M +$12.6M 2 0.3% Increased
323
Jennison Associates
Jennison Associates
New York
$29.2M +$27.3M 1 0.02% New
324
Quilter Plc
Quilter Plc
United Kingdom
$29.2M +$25.5K 1 0.69% Increased
325
Merewether Investment Management
Merewether Investment Management
Texas
$29.1M +$26.8M 1 1.55% New