← 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
Legal & General Group
Legal & General Group
United Kingdom
$832M -$42.7M 12 0.18% Reduced
27
Nuveen
Nuveen
North Carolina
$762M -$102M 13 0.2% Reduced
28
Bank of New York Mellon
Bank of New York Mellon
New York
$754M -$76.3M 12 0.13% Reduced
29
D.E. Shaw & Co
D.E. Shaw & Co
New York
$660M +$119M 10 0.36% Increased
30
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$640M -$65.6M 8 0.43% Reduced
31
UBS Group
UBS Group
Switzerland
$638M -$51.9M 15 0.1% Reduced
32
Ameriprise
Ameriprise
Minnesota
$622M -$54.5M 10 0.14% Reduced
33
Primecap Management
Primecap Management
California
$600M -$9.54M 1 0.45% Reduced
34
Allspring Global Investments
Allspring Global Investments
North Carolina
$587M -$30M 11 0.95% Reduced
35
Victory Capital Management
Victory Capital Management
Texas
$577M -$141M 10 0.33% Reduced
36
American Century Companies
American Century Companies
Missouri
$554M -$162M 10 0.28% Reduced
37
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$553M +$84.5M 10 0.56% Increased
38
Wells Fargo
Wells Fargo
California
$531M -$23.7M 13 0.1% Reduced
39
Flossbach Von Storch
Flossbach Von Storch
Germany
$510M +$115M 1 2.02% Increased
40
AQR Capital Management
AQR Capital Management
Connecticut
$501M +$201M 12 0.26% Increased
41
Deutsche Bank
Deutsche Bank
Germany
$499M -$59.8M 11 0.16% Reduced
42
AllianceBernstein
AllianceBernstein
Tennessee
$497M -$152M 12 0.16% Reduced
43
AKRE Capital Management
AKRE Capital Management
Virginia
$492M -$23.9M 1 5.39% Reduced
44
HSBC Holdings
HSBC Holdings
United Kingdom
$469M +$18.8M 8 0.24% Increased
45
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$459M -$14.4M 5 1.87% Reduced
46
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$452M -$979M 2 0.29% Reduced
47
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$449M +$9.04M 12 0.67% Increased
48
Mirova US
Mirova US
Massachusetts
$438M -$247M 3 4.4% Reduced
49
Artisan Partners
Artisan Partners
Wisconsin
$438M -$65.3M 1 0.66% Reduced
50
Neuberger Berman Group
Neuberger Berman Group
New York
$433M -$9.98M 6 0.32% Reduced