← 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
Charles Schwab
Charles Schwab
California
$928M -$3.57M 12 0.21% Reduced
27
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$924M -$48.7M 2 0.72% Reduced
28
Primecap Management
Primecap Management
California
$914M -$21.4M 1 0.68% Reduced
29
Victory Capital Management
Victory Capital Management
Texas
$893M -$76.1M 10 0.87% Reduced
30
Legal & General Group
Legal & General Group
United Kingdom
$872M -$1.76M 12 0.25% Reduced
31
AKRE Capital Management
AKRE Capital Management
Virginia
$866M -$15.3M 1 7.17% Reduced
32
Boston Partners
Boston Partners
Massachusetts
$829M +$147M 3 0.99% Increased
33
AllianceBernstein
AllianceBernstein
Tennessee
$807M -$811M 10 0.29% Reduced
34
JP Morgan Chase
JP Morgan Chase
New York
$793M +$22.5M 13 0.07% Increased
35
Allspring Global Investments
Allspring Global Investments
North Carolina
$753M -$77.3M 8 1.18% Reduced
36
Goldman Sachs
Goldman Sachs
New York
$745M -$145M 12 0.13% Reduced
37
Allianz Asset Management
Allianz Asset Management
Germany
$671M -$19.6M 7 1.03% Reduced
38
Durable Capital Partners
Durable Capital Partners
Maryland
$670M -$33.2M 1 5.19% Reduced
39
Ameriprise
Ameriprise
Minnesota
$664M +$42.2M 10 0.18% Increased
40
First Trust Advisors
First Trust Advisors
Illinois
$661M +$17.7M 10 0.67% Increased
41
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$632M +$101M 6 0.91% Increased
42
Barclays
Barclays
United Kingdom
$628M +$20.7M 12 0.22% Increased
43
Mirova US
Mirova US
Massachusetts
$623M -$10.6M 2 8.37% Reduced
44
Corient Private Wealth
Corient Private Wealth
Florida
$612M -$40.2M 9 1.09% Reduced
45
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$612M -$3.33M 5 2.76% Reduced
46
Swedbank
Swedbank
Sweden
$578M +$34.4M 4 0.82% Increased
47
Artisan Partners
Artisan Partners
Wisconsin
$558M +$302M 2 0.81% Increased
48
Deutsche Bank
Deutsche Bank
Germany
$525M -$20.6M 11 0.24% Reduced
49
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$515M +$28.3M 8 0.71% Increased
50
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$482M +$444M 1 1.62% New