← 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
Parnassus Investments
Parnassus Investments
California
$496M +$1.95M 1 1.96% Increased
27
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$485M +$12.6M 1 4.94% Increased
28
Bank of America
Bank of America
North Carolina
$479M +$29.3M 12 0.07% Increased
29
Artisan Partners
Artisan Partners
Wisconsin
$465M -$4.4M 2 0.92% Reduced
30
Goldman Sachs
Goldman Sachs
New York
$433M -$66.6M 11 0.13% Reduced
31
Legal & General Group
Legal & General Group
United Kingdom
$410M +$65.9M 12 0.23% Increased
32
Select Equity Group
Select Equity Group
New York
$382M +$88.2M 1 2.59% Increased
33
Wellington Management Group
Wellington Management Group
Massachusetts
$378M +$22.9M 6 0.09% Increased
34
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$376M +$340M 1 0.68% New
35
Charles Schwab
Charles Schwab
California
$376M +$12.2M 12 0.24% Increased
36
Deutsche Bank
Deutsche Bank
Germany
$328M +$42M 12 0.2% Increased
37
Allianz Asset Management
Allianz Asset Management
Germany
$327M +$16.5M 7 0.32% Increased
38
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$319M -$12.3M 10 0.34% Reduced
39
CI Investments Inc
CI Investments Inc
Ontario, Canada
$315M -$4.39M 2 1.77% Reduced
40
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$314M +$4.43M 8 0.44% Increased
41
Citadel Advisors
Citadel Advisors
Florida
$297M -$64.1M 11 0.15% Reduced
42
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$288M +$3.67M 4 2.2% Increased
43
UBS AM
UBS AM
Illinois
$285M +$22.4M 10 0.21% Increased
44
GAMCO Investors
GAMCO Investors
Connecticut
$281M -$6.98M 7 2.14% Reduced
45
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$274M +$44.6M 12 0.12% Increased
46
Federated Hermes
Federated Hermes
Pennsylvania
$268M +$10.9M 7 0.66% Increased
47
Gabelli Funds
Gabelli Funds
New York
$252M -$9.47M 7 1.59% Reduced
48
Janus Henderson Group
Janus Henderson Group
$251M -$9.29M 4 0.14% Reduced
49
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$240M +$3.64M 4 0.22% Increased
50
IC
Inverness Counsel
New York
$236M -$17.5M 1 12.85% Reduced