← 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	Capital International Investors Los Angeles, California	$674M	+$123M	2	0.18%	Increased
27	Impax Asset Management Group London, United Kingdom	$671M	-$15.3M	5	3.27%	Reduced
28	AKRE Capital Management Middleburg, Virginia	$653M	-$2.2M	1	5.23%	Reduced
29	UBS AM Chicago, Illinois	$603M	-$47.9M	10	0.32%	Reduced
30	Legal & General Group London, United Kingdom	$603M	+$10.2M	11	0.21%	Increased
31	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$600M	+$39.1M	10	0.42%	Increased
32	Allspring Global Investments Charlotte, North Carolina	$596M	+$2.79M	10	1%	Increased
33	Charles Schwab San Francisco, California	$591M	+$12.6M	11	0.21%	Increased
34	Durable Capital Partners Bethesda, Maryland	$577M	+$28.5M	1	6.62%	Increased
35	Flossbach Von Storch Cologne, Germany	$510M	-$45.4M	1	1.71%	Reduced
36	Allianz Asset Management Munich, Germany	$507M	-$13.5M	9	0.48%	Reduced
37	Ameriprise Minneapolis, Minnesota	$489M	+$20.2M	10	0.17%	Increased
38	First Trust Advisors Wheaton, Illinois	$458M	-$128M	11	0.57%	Reduced
39	Luther King Capital Management (LKCM) Fort Worth, Texas	$439M	+$17.4M	4	2.46%	Increased
40	Goldman Sachs New York	$415M	+$59M	12	0.1%	Increased
41	Brown Advisory Baltimore, Maryland	$414M	-$40.9M	6	0.78%	Reduced
42	Mackenzie Financial Toronto Ontario, Ontario, Canada	$401M	+$237M	6	0.64%	Increased
43	Massachusetts Financial Services Boston, Massachusetts	$382M	-$61.8M	2	0.13%	Reduced
44	JP Morgan Chase New York	$381M	-$32.3M	11	0.05%	Reduced
45	Amundi Paris, France	$371M	-$55.6M	8	0.3%	Reduced
46	Swiss National Bank Zurich, Switzerland	$367M	+$12.1M	10	0.25%	Increased
47	Ruane, Cunniff & Goldfarb New York	$359M	-$10.6M	1	4.68%	Reduced
48	Mirova US Boston, Massachusetts	$353M	+$22.7M	2	7.59%	Increased
49	CIBC Private Wealth Group Atlanta, Georgia	$334M	-$5.45M	4	0.87%	Reduced
50	Deutsche Bank Frankfurt Am Main Ge, Germany	$315M	-$71.5M	11	0.18%	Reduced