← 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
51	D.E. Shaw & Co New York	$325M	-$233M	9	0.15%	Reduced
52	AllianceBernstein Nashville, Tennessee	$325M	-$331K	12	0.11%	Reduced
53	Luther King Capital Management (LKCM) Fort Worth, Texas	$318M	-$53.4M	5	1.3%	Reduced
54	Mirova US Boston, Massachusetts	$299M	-$13M	2	3.21%	Reduced
55	DekaBank Deutsche Girozentrale Frankfurt, Germany	$295M	+$115K	8	0.5%	Increased
56	Baillie Gifford & Co Edinburgh, United Kingdom	$288M	-$30.3M	1	0.26%	Reduced
57	Swiss National Bank Zurich, Switzerland	$283M	-$15.4M	10	0.15%	Reduced
58	ProShare Advisors Bethesda, Maryland	$266M	-$3.04M	11	0.38%	Reduced
59	Massachusetts Financial Services Boston, Massachusetts	$265M	+$4.14M	3	0.08%	Increased
60	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$261M	+$7.91M	5	0.37%	Increased
61	Citigroup New York	$259M	+$76.5M	14	0.09%	Increased
62	Bank of Montreal Toronto, Ontario, Canada	$255M	+$63.1M	9	0.08%	Increased
63	Two Sigma Investments New York	$253M	-$51.7M	11	0.18%	Reduced
64	Capital World Investors Los Angeles, California	$250M	-$133M	2	0.03%	Reduced
65	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$249M	-$14.4M	12	0.19%	Reduced
66	Lazard Asset Management New York	$246M	-$12.5M	7	0.37%	Reduced
67	Millennium Management New York	$241M	+$57.1M	13	0.09%	Increased
68	RhumbLine Advisers Boston, Massachusetts	$240M	-$8.65M	13	0.18%	Reduced
69	Envestnet Asset Management Chicago, Illinois	$239M	+$1.09M	12	0.06%	Increased
70	GAMCO Investors Greenwich, Connecticut	$237M	+$3.25M	8	2.13%	Increased
71	Russell Investments Group London, United Kingdom	$235M	+$45.6M	14	0.21%	Increased
72	EARNEST Partners Atlanta, Georgia	$233M	+$85.3M	3	0.84%	Increased
73	BNP Paribas Asset Management Paris, France	$232M	-$5.21M	9	0.23%	Reduced
74	Ruane, Cunniff & Goldfarb New York	$229M	+$230M	2	3.57%	Increased
75	KBC Group Brussels, Belgium	$227M	-$28.4M	10	0.49%	Reduced