← 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
$567M -$13.3M 2 3.26% Reduced
27
Victory Capital Management
Victory Capital Management
Texas
$536M +$95.2M 12 0.73% Increased
28
LSGA
Lone Star Global Acquisitions
Bermuda
$503M $0 1 61.37% Maintained
29
Bank of America
Bank of America
North Carolina
$479M +$12.6M 12 0.07% Increased
30
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$464M +$8.7M 10 0.44% Increased
31
JP Morgan Chase
JP Morgan Chase
New York
$454M +$2.65M 12 0.09% Increased
32
Harding Loevner
Harding Loevner
New Jersey
$443M -$4.67M 1 2.12% Reduced
33
Legal & General Group
Legal & General Group
United Kingdom
$438M -$48.6M 12 0.21% Reduced
34
BP
Berkshire Partners
Massachusetts
$433M +$2.05K 1 48.93% Increased
35
Charles Schwab
Charles Schwab
California
$413M -$2.83M 12 0.2% Reduced
36
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$408M +$56.8M 12 0.16% Increased
37
Goldman Sachs
Goldman Sachs
New York
$406M +$73.8M 12 0.12% Increased
38
Capital World Investors
Capital World Investors
California
$382M +$351M 2 0.09% New
39
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$367M +$52.3M 4 2.54% Increased
40
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$356M -$3.65M 1 4.77% Reduced
41
Allianz Asset Management
Allianz Asset Management
Germany
$345M -$19.9M 7 0.4% Reduced
42
UBS AM
UBS AM
Illinois
$341M -$8.42M 10 0.21% Reduced
43
Wellington Management Group
Wellington Management Group
Massachusetts
$337M -$24.3M 9 0.08% Reduced
44
VOYA Investment Management
VOYA Investment Management
Georgia
$293M -$71.8M 10 0.68% Reduced
45
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$286M +$14.3M 3 0.2% Increased
46
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$283M -$33.4M 3 0.45% Reduced
47
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$282M -$1.36M 11 0.22% Reduced
48
Swiss National Bank
Swiss National Bank
Switzerland
$281M +$7.21M 11 0.24% Increased
49
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$269M -$17.9M 7 0.32% Reduced
50
Artisan Partners
Artisan Partners
Wisconsin
$266M +$9.67M 1 0.43% Increased