← 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
Nuveen
Nuveen
North Carolina
$719M -$16.8M 11 0.28% Reduced
27
AKRE Capital Management
AKRE Capital Management
Virginia
$715M -$14.4K 1 6.47% Reduced
28
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$707M +$33.8M 5 3.16% Increased
29
Allspring Global Investments
Allspring Global Investments
North Carolina
$686M +$48.2M 11 1.17% Increased
30
Charles Schwab
Charles Schwab
California
$659M +$19.6M 11 0.21% Increased
31
Capital International Investors
Capital International Investors
California
$638M -$49.3M 2 0.17% Reduced
32
UBS AM
UBS AM
Illinois
$626M +$15.9M 9 0.33% Increased
33
Legal & General Group
Legal & General Group
United Kingdom
$616M -$25.1M 11 0.24% Reduced
34
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$588M -$51.9M 10 0.37% Reduced
35
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$568M +$41.4M 6 0.95% Increased
36
Goldman Sachs
Goldman Sachs
New York
$520M -$3.93M 12 0.13% Reduced
37
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$517M +$4.9M 4 2.83% Increased
38
Allianz Asset Management
Allianz Asset Management
Germany
$515M +$24.1M 8 1% Increased
39
Ameriprise
Ameriprise
Minnesota
$514M -$21M 10 0.18% Reduced
40
Select Equity Group
Select Equity Group
New York
$505M -$167M 2 1.9% Reduced
41
Brown Advisory
Brown Advisory
Maryland
$477M -$43.4M 6 0.89% Reduced
42
First Trust Advisors
First Trust Advisors
Illinois
$439M +$45.9M 10 0.52% Increased
43
Flossbach Von Storch
Flossbach Von Storch
Germany
$432M -$98.9M 1 1.65% Reduced
44
Mirova US
Mirova US
Massachusetts
$428M +$10.1M 2 8.59% Increased
45
Swiss National Bank
Swiss National Bank
Switzerland
$385M -$21.6M 10 0.28% Reduced
46
Deutsche Bank
Deutsche Bank
Germany
$380M +$2.34M 11 0.22% Increased
47
JP Morgan Chase
JP Morgan Chase
New York
$380M -$43.2M 11 0.05% Reduced
48
California Public Employees Retirement System
California Public Employees Retirement System
California
$367M +$11.9M 5 0.31% Increased
49
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$358M +$31.2M 2 0.37% Increased
50
Barclays
Barclays
United Kingdom
$354M +$1.39M 11 0.16% Increased