← 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
26
American Century Companies
American Century Companies
Missouri
$318M +$121M 5 0.34% Increased
27
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$316M +$21.8M 6 13.95% Increased
28
Artisan Partners
Artisan Partners
Wisconsin
$316M -$66.9M 2 0.66% Reduced
29
Deutsche Bank
Deutsche Bank
Germany
$314M +$26.9M 12 0.25% Increased
30
BlackRock Advisors
BlackRock Advisors
Delaware
$314M +$32.6M 12 0.32% Increased
31
Harding Loevner
Harding Loevner
New Jersey
$297M -$1.56M 1 2.08% Reduced
32
AllianceBernstein
AllianceBernstein
Tennessee
$286M +$69.7M 11 0.24% Increased
33
AKRE Capital Management
AKRE Capital Management
Virginia
$286M -$253K 1 5.23% Reduced
34
Fidelity International
Fidelity International
Bermuda
$284M -$10.7M 2 0.83% Reduced
35
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$281M -$13.5M 1 2.64% Reduced
36
Victory Capital Management
Victory Capital Management
Texas
$271M +$31.8M 8 0.68% Increased
37
Bank of America
Bank of America
North Carolina
$269M +$47M 11 0.06% Increased
38
GAMCO Investors
GAMCO Investors
Connecticut
$265M -$10.5M 7 1.68% Reduced
39
Ameriprise
Ameriprise
Minnesota
$240M -$41.3M 12 0.13% Reduced
40
Allianz Asset Management
Allianz Asset Management
Germany
$237M +$60.9M 8 0.21% Increased
41
Gabelli Funds
Gabelli Funds
New York
$236M -$7.23M 7 1.4% Reduced
42
Wellington Management Group
Wellington Management Group
Massachusetts
$228M +$48.6M 6 0.06% Increased
43
Swedbank
Swedbank
Sweden
$227M -$63.1M 1 1.79% Reduced
44
Neuberger Berman Group
Neuberger Berman Group
New York
$222M -$12.5M 5 0.3% Reduced
45
Wells Fargo
Wells Fargo
California
$222M -$25.9M 12 0.08% Reduced
46
BlackRock Investment Management
BlackRock Investment Management
Delaware
$216M +$23M 12 0.25% Increased
47
Jennison Associates
Jennison Associates
New York
$193M -$14.6M 2 0.22% Reduced
48
AQR Capital Management
AQR Capital Management
Connecticut
$191M -$3.58M 9 0.26% Reduced
49
Capital World Investors
Capital World Investors
California
$185M $0 1 0.05% Maintained
50
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$181M -$62.5K 4 1.73% Reduced