← 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
JP Morgan Chase
JP Morgan Chase
New York
$885M +$168M 13 0.07% Increased
27
AllianceBernstein
AllianceBernstein
Tennessee
$811M -$27.7M 10 0.28% Reduced
28
Legal & General Group
Legal & General Group
United Kingdom
$811M -$6.51M 12 0.21% Reduced
29
UBS Group
UBS Group
Switzerland
$787M +$385M 14 0.15% Increased
30
American Century Companies
American Century Companies
Missouri
$776M -$84.8M 11 0.45% Reduced
31
AKRE Capital Management
AKRE Capital Management
Virginia
$770M -$9.61M 1 6.66% Reduced
32
Victory Capital Management
Victory Capital Management
Texas
$768M +$144M 10 0.76% Increased
33
Primecap Management
Primecap Management
California
$682M -$22.9M 1 0.53% Reduced
34
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$632M +$15.7M 8 0.86% Increased
35
Swedbank
Swedbank
Sweden
$624M +$71.9M 3 0.77% Increased
36
Mirova US
Mirova US
Massachusetts
$617M -$9.45M 3 7.4% Reduced
37
Allspring Global Investments
Allspring Global Investments
North Carolina
$586M -$18.1M 9 0.94% Reduced
38
Ameriprise
Ameriprise
Minnesota
$575M +$32.8M 9 0.15% Increased
39
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$573M +$58.2M 8 0.56% Increased
40
Allianz Asset Management
Allianz Asset Management
Germany
$566M +$65.7M 9 0.75% Increased
41
Wellington Management Group
Wellington Management Group
Massachusetts
$561M -$22.1M 7 0.1% Reduced
42
Capital World Investors
Capital World Investors
California
$560M +$426K 2 0.09% Increased
43
Corient Private Wealth
Corient Private Wealth
Florida
$552M -$12.1M 8 0.92% Reduced
44
Deutsche Bank
Deutsche Bank
Germany
$532M +$102M 11 0.21% Increased
45
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$528M -$23.4M 5 2.29% Reduced
46
Barclays
Barclays
United Kingdom
$526M -$47.7M 12 0.15% Reduced
47
Boston Partners
Boston Partners
Massachusetts
$502M -$244M 3 0.61% Reduced
48
Artisan Partners
Artisan Partners
Wisconsin
$500M +$514K 1 0.75% Increased
49
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$499M -$95.7M 2 0.38% Reduced
50
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$493M +$25.8M 12 1.04% Increased