← 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
Artisan Partners
Artisan Partners
Wisconsin
$409M -$22.7M 2 0.77% Reduced
27
AKRE Capital Management
AKRE Capital Management
Virginia
$403M +$276K 1 5.57% Increased
28
Bank of America
Bank of America
North Carolina
$402M -$30.7M 12 0.07% Reduced
29
Wellington Management Group
Wellington Management Group
Massachusetts
$383M +$50.8M 7 0.08% Increased
30
Harding Loevner
Harding Loevner
New Jersey
$378M -$8.44M 1 2.15% Reduced
31
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$374M -$1.27M 1 3.07% Reduced
32
Deutsche Bank
Deutsche Bank
Germany
$358M -$56.6M 12 0.23% Reduced
33
American Century Companies
American Century Companies
Missouri
$352M -$36M 4 0.35% Reduced
34
Janus Henderson Group
Janus Henderson Group
$347M +$16.5M 4 0.21% Increased
35
Allianz Asset Management
Allianz Asset Management
Germany
$341M +$10.4M 8 0.27% Increased
36
GAMCO Investors
GAMCO Investors
Connecticut
$335M -$18.3M 7 2.1% Reduced
37
Victory Capital Management
Victory Capital Management
Texas
$290M -$14.2M 9 0.61% Reduced
38
Ameriprise
Ameriprise
Minnesota
$289M -$45.3M 12 0.13% Reduced
39
Charles Schwab
Charles Schwab
California
$284M +$28.3M 12 0.23% Increased
40
Morgan Stanley
Morgan Stanley
New York
$283M +$91.5M 12 0.08% Increased
41
Gabelli Funds
Gabelli Funds
New York
$263M -$7.28M 7 1.52% Reduced
42
Legal & General Group
Legal & General Group
United Kingdom
$257M -$2.68M 12 0.19% Reduced
43
Millennium Management
Millennium Management
New York
$249M -$12M 10 0.34% Reduced
44
AQR Capital Management
AQR Capital Management
Connecticut
$248M +$15.5M 8 0.26% Increased
45
Federated Hermes
Federated Hermes
Pennsylvania
$239M +$3.93M 5 0.67% Increased
46
Swedbank
Swedbank
Sweden
$236M -$19.5M 1 1.28% Reduced
47
Royce & Associates
Royce & Associates
New York
$235M -$16M 8 1.56% Reduced
48
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$232M +$141M 6 0.36% Increased
49
AC
Alleghany Corporation
New York
$232M -$982K 1 6.89% Reduced
50
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$231M -$4.37M 3 1.89% Reduced