← 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
Select Equity Group
Select Equity Group
New York
$510M +$21.7M 1 3.45% Increased
27
Bank of America
Bank of America
North Carolina
$485M -$1.34M 12 0.07% Reduced
28
Harding Loevner
Harding Loevner
New Jersey
$470M -$102M 1 2.21% Reduced
29
Legal & General Group
Legal & General Group
United Kingdom
$466M +$50.4K 12 0.25% Increased
30
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$434M -$46.2M 1 0.85% Reduced
31
Victory Capital Management
Victory Capital Management
Texas
$431M +$98.4M 12 0.56% Increased
32
Goldman Sachs
Goldman Sachs
New York
$427M +$11.9M 12 0.12% Increased
33
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$425M +$135M 10 0.48% Increased
34
Charles Schwab
Charles Schwab
California
$399M -$4.21M 12 0.24% Reduced
35
Artisan Partners
Artisan Partners
Wisconsin
$366M -$87.3M 2 0.69% Reduced
36
Morgan Stanley
Morgan Stanley
New York
$357M +$151M 12 0.09% Increased
37
UBS AM
UBS AM
Illinois
$345M +$32.4M 10 0.23% Increased
38
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$344M +$9.74M 8 0.51% Increased
39
American Century Companies
American Century Companies
Missouri
$340M -$126M 6 0.34% Reduced
40
Deutsche Bank
Deutsche Bank
Germany
$331M -$59.2M 12 0.23% Reduced
41
Allianz Asset Management
Allianz Asset Management
Germany
$331M -$2.5M 7 0.32% Reduced
42
LSGA
Lone Star Global Acquisitions
Bermuda
$326M $0 1 49.79% Maintained
43
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$324M +$20.5M 12 0.13% Increased
44
Wellington Management Group
Wellington Management Group
Massachusetts
$316M +$16.1M 7 0.07% Increased
45
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$294M -$211K 4 2.14% Reduced
46
Janus Henderson Group
Janus Henderson Group
$286M +$24.5M 4 0.16% Increased
47
BP
Berkshire Partners
Massachusetts
$283M +$64.9M 1 30.91% Increased
48
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$258M +$3.31M 4 0.22% Increased
49
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$254M +$9.69M 12 0.21% Increased
50
GAMCO Investors
GAMCO Investors
Connecticut
$250M -$23.6M 7 2.09% Reduced