← 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	AKRE Capital Management Middleburg, Virginia	$363M	+$1.1M	1	5.9%	Increased
27	Harding Loevner Bridgewater, New Jersey	$348M	-$14.5M	1	2.13%	Reduced
28	Parnassus Investments San Francisco, California	$348M	+$815K	1	1.47%	Increased
29	American Century Companies Kansas City, Missouri	$344M	-$35.9M	3	0.36%	Reduced
30	Wells Fargo San Francisco, California	$330M	+$116M	12	0.11%	Increased
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$319M	-$65.4M	12	0.23%	Reduced
32	GAMCO Investors Greenwich, Connecticut	$318M	+$5.68M	7	2.03%	Increased
33	Ameriprise Minneapolis, Minnesota	$307M	+$27.3M	12	0.15%	Increased
34	Bank of America Charlotte, North Carolina	$305M	-$15M	11	0.06%	Reduced
35	JP Morgan Chase New York	$286M	-$86.8M	12	0.07%	Reduced
36	Ruane, Cunniff & Goldfarb New York	$283M	+$19.7M	1	2.62%	Increased
37	Swedbank Stockholm, Sweden	$268M	-$18.6M	1	1.79%	Reduced
38	Allianz Asset Management Munich, Germany	$262M	-$11.8M	8	0.25%	Reduced
39	Wellington Management Group Boston, Massachusetts	$252M	+$115K	5	0.06%	Increased
40	Gabelli Funds Rye, New York	$227M	-$8M	7	1.35%	Reduced
41	Legal & General Group London, United Kingdom	$215M	+$8.3M	12	0.17%	Increased
42	Neuberger Berman Group New York	$212M	-$9.6M	5	0.27%	Reduced
43	Luther King Capital Management (LKCM) Fort Worth, Texas	$210M	-$2.93M	4	1.9%	Reduced
44	AC Alleghany Corporation New York	$208M	+$8.86K	1	7.73%	Increased
45	Charles Schwab San Francisco, California	$206M	+$8.94M	12	0.19%	Increased
46	Royce & Associates New York	$196M	+$13.5M	7	1.3%	Increased
47	Teachers Advisors New York	$194M	-$3.55M	12	0.27%	Reduced
48	Jennison Associates New York	$192M	-$4.66M	2	0.2%	Reduced
49	New York State Common Retirement Fund Albany, New York	$191M	+$4.13M	12	0.25%	Increased
50	Citadel Advisors Miami, Florida	$189M	-$111M	11	0.16%	Reduced