← 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
$685M +$3.25M 13 0.13% Increased
27
UBS Group
UBS Group
Switzerland
$674M +$68.1M 15 0.1% Increased
28
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust
Pennsylvania
$672M +$708M 14 0.17% New
29
Principal Financial Group
Principal Financial Group
Iowa
$655M -$437M 12 0.35% Reduced
30
AQR Capital Management
AQR Capital Management
Connecticut
$636M +$223M 12 0.29% Increased
31
Franklin Resources
Franklin Resources
California
$629M -$227M 9 0.15% Reduced
32
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$620M +$373M 8 0.34% Increased
33
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$618M +$87.9M 1 2.61% Increased
34
Harris Associates
Harris Associates
Illinois
$612M +$638M 1 0.82% New
35
D.E. Shaw & Co
D.E. Shaw & Co
New York
$578M +$14.3M 10 0.35% Increased
36
Primecap Management
Primecap Management
California
$575M -$1.42M 1 0.45% Reduced
37
Nuveen
Nuveen
North Carolina
$550M -$151M 13 0.15% Reduced
38
Capital World Investors
Capital World Investors
California
$528M +$238M 2 0.07% Increased
39
Victory Capital Management
Victory Capital Management
Texas
$518M -$41.8M 10 0.33% Reduced
40
American Century Companies
American Century Companies
Missouri
$512M -$10.1M 11 0.26% Reduced
41
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$508M +$19M 13 0.69% Increased
42
Ameriprise
Ameriprise
Minnesota
$486M -$99.5M 10 0.11% Reduced
43
Fidelity Investments
Fidelity Investments
Massachusetts
$477M +$127M 13 0.03% Increased
44
Wells Fargo
Wells Fargo
California
$472M +$1.75M 13 0.09% Increased
45
Deutsche Bank
Deutsche Bank
Germany
$456M +$20.4M 12 0.15% Increased
46
Flossbach Von Storch
Flossbach Von Storch
Germany
$447M +$43.8M 1 2.09% Increased
47
AKRE Capital Management
AKRE Capital Management
Virginia
$445M +$56.1M 1 7.25% Increased
48
Allspring Global Investments
Allspring Global Investments
North Carolina
$441M -$148M 9 0.74% Reduced
49
Ninety One (UK)
Ninety One (UK)
United Kingdom
$414M +$13.5M 1 0.96% Increased
50
HSBC Holdings
HSBC Holdings
United Kingdom
$414M +$16.3M 6 0.22% Increased