← 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 New York Mellon
Bank of New York Mellon
New York
$891M -$27.4M 12 0.16% Reduced
27
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$799M +$103M 8 0.58% Increased
28
Victory Capital Management
Victory Capital Management
Texas
$770M -$76.9M 11 0.45% Reduced
29
American Century Companies
American Century Companies
Missouri
$744M -$70.5M 11 0.38% Reduced
30
UBS Group
UBS Group
Switzerland
$742M +$113M 14 0.12% Increased
31
Mirova US
Mirova US
Massachusetts
$731M -$27.8M 3 7.39% Reduced
32
Ameriprise
Ameriprise
Minnesota
$731M -$40M 9 0.17% Reduced
33
AllianceBernstein
AllianceBernstein
Tennessee
$714M +$12.8M 11 0.22% Increased
34
Primecap Management
Primecap Management
California
$688M -$22.8M 1 0.53% Reduced
35
Allspring Global Investments
Allspring Global Investments
North Carolina
$659M +$13.7M 10 1.06% Increased
36
Deutsche Bank
Deutsche Bank
Germany
$609M +$38.2M 10 0.2% Increased
37
Wells Fargo
Wells Fargo
California
$602M +$36.7M 12 0.11% Increased
38
D.E. Shaw & Co
D.E. Shaw & Co
New York
$598M +$307M 11 0.34% Increased
39
AKRE Capital Management
AKRE Capital Management
Virginia
$577M -$151M 1 5.75% Reduced
40
Lazard Asset Management
Lazard Asset Management
New York
$568M +$15.8M 8 0.76% Increased
41
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$557M -$36.6M 9 0.67% Reduced
42
Artisan Partners
Artisan Partners
Wisconsin
$541M -$8.71M 1 0.77% Reduced
43
Wellington Management Group
Wellington Management Group
Massachusetts
$521M -$651M 5 0.09% Reduced
44
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$519M +$197M 10 0.54% Increased
45
Corient Private Wealth
Corient Private Wealth
Florida
$518M +$26.5M 8 0.82% Increased
46
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$509M -$10.9M 5 2.1% Reduced
47
HSBC Holdings
HSBC Holdings
United Kingdom
$493M +$17.3M 8 0.27% Increased
48
Neuberger Berman Group
Neuberger Berman Group
New York
$488M +$14.1M 6 0.36% Increased
49
Citadel Advisors
Citadel Advisors
Florida
$480M +$328M 12 0.07% Increased
50
Allianz Asset Management
Allianz Asset Management
Germany
$472M -$87.5M 7 0.53% Reduced