← 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
Bank of America
Bank of America
North Carolina
$861M -$10.7M 13 0.09% Reduced
27
AKRE Capital Management
AKRE Capital Management
Virginia
$857M -$1.06M 1 7.21% Reduced
28
Charles Schwab
Charles Schwab
California
$855M +$17M 12 0.22% Increased
29
Goldman Sachs
Goldman Sachs
New York
$828M +$196M 11 0.15% Increased
30
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$826M -$9.85M 2 0.65% Reduced
31
American Century Companies
American Century Companies
Missouri
$808M -$121M 12 0.56% Reduced
32
Legal & General Group
Legal & General Group
United Kingdom
$806M +$14.1M 12 0.25% Increased
33
Primecap Management
Primecap Management
California
$791M -$16.8M 1 0.63% Reduced
34
Neuberger Berman Group
Neuberger Berman Group
New York
$744M +$394M 7 0.32% Increased
35
Allspring Global Investments
Allspring Global Investments
North Carolina
$721M -$6.93M 7 1.2% Reduced
36
JP Morgan Chase
JP Morgan Chase
New York
$717M +$122M 12 0.07% Increased
37
Durable Capital Partners
Durable Capital Partners
Maryland
$685M -$221M 1 5.4% Reduced
38
Allianz Asset Management
Allianz Asset Management
Germany
$645M -$19.8M 8 1.05% Reduced
39
Corient Private Wealth
Corient Private Wealth
Florida
$614M +$157M 8 1.13% Increased
40
Mirova US
Mirova US
Massachusetts
$595M -$3.23M 2 8.96% Reduced
41
First Trust Advisors
First Trust Advisors
Illinois
$585M +$55.8M 10 0.64% Increased
42
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$578M -$6.27M 5 2.78% Reduced
43
Barclays
Barclays
United Kingdom
$571M +$88.7M 12 0.21% Increased
44
Boston Partners
Boston Partners
Massachusetts
$559M +$299M 3 0.74% Increased
45
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$558M -$8.3M 5 1.18% Reduced
46
Ameriprise
Ameriprise
Minnesota
$558M -$74.1M 11 0.17% Reduced
47
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$557M -$18.1M 10 0.33% Reduced
48
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$510M +$144M 6 0.77% Increased
49
Deutsche Bank
Deutsche Bank
Germany
$498M +$68.4M 11 0.25% Increased
50
California Public Employees Retirement System
California Public Employees Retirement System
California
$471M -$1.7M 7 0.36% Reduced