← 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
Principal Financial Group
Principal Financial Group
Iowa
$527M -$7.8M 10 0.47% Reduced
27
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$496M -$44.4M 1 6.68% Reduced
28
Bank of America
Bank of America
North Carolina
$493M -$17.4M 12 0.07% Reduced
29
Legal & General Group
Legal & General Group
United Kingdom
$472M +$30.3M 12 0.25% Increased
30
American Century Companies
American Century Companies
Missouri
$466M -$96.1M 6 0.46% Reduced
31
Artisan Partners
Artisan Partners
Wisconsin
$453M -$50.3M 2 0.84% Reduced
32
Select Equity Group
Select Equity Group
New York
$449M +$19.3M 1 3.06% Increased
33
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$445M +$21.6M 1 0.81% Increased
34
Goldman Sachs
Goldman Sachs
New York
$423M -$39.6M 12 0.12% Reduced
35
Charles Schwab
Charles Schwab
California
$406M +$4.58M 12 0.25% Increased
36
Deutsche Bank
Deutsche Bank
Germany
$399M +$47.6M 12 0.23% Increased
37
Victory Capital Management
Victory Capital Management
Texas
$349M +$128M 8 0.7% Increased
38
Allianz Asset Management
Allianz Asset Management
Germany
$344M -$2.56M 7 0.32% Reduced
39
UBS AM
UBS AM
Illinois
$321M +$16.2M 10 0.23% Increased
40
Wellington Management Group
Wellington Management Group
Massachusetts
$303M -$127M 6 0.07% Reduced
41
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$303M +$5.27M 12 0.12% Increased
42
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$301M -$39M 10 0.35% Reduced
43
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$301M +$170M 3 0.2% Increased
44
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$299M +$524K 4 2.18% Increased
45
CI Investments Inc
CI Investments Inc
Ontario, Canada
$292M -$58.7M 1 1.62% Reduced
46
GAMCO Investors
GAMCO Investors
Connecticut
$273M -$15.4M 7 2.07% Reduced
47
Janus Henderson Group
Janus Henderson Group
$272M +$5.31M 4 0.15% Increased
48
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$258M +$248K 4 0.23% Increased
49
Federated Hermes
Federated Hermes
Pennsylvania
$254M -$30.8M 8 0.62% Reduced
50
IC
Inverness Counsel
New York
$253M +$612K 1 12.94% Increased