← 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
Legal & General Group
Legal & General Group
United Kingdom
$140M -$328K 5 0.16% Reduced
52
STRS Ohio
STRS Ohio
Ohio
$134M -$17.4M 6 0.6% Reduced
53
Wells Fargo
Wells Fargo
California
$132M +$7.8M 10 0.05% Increased
54
California Public Employees Retirement System
California Public Employees Retirement System
California
$130M +$808K 10 0.18% Increased
55
Sculptor Capital
Sculptor Capital
New York
$129M -$19.1M 1 0.38% Reduced
56
IC
Inverness Counsel
New York
$125M -$343K 1 9.74% Reduced
57
BlackRock Advisors
BlackRock Advisors
Delaware
$124M -$12.7M 10 0.12% Reduced
58
Select Equity Group
Select Equity Group
New York
$124M -$20.2M 2 1.26% Reduced
59
Beck Mack & Oliver
Beck Mack & Oliver
New York
$122M -$4.17M 1 2.75% Reduced
60
WBC
Westpac Banking Corp
Australia
$120M +$150K 4 1.15% Increased
61
BlackRock Investment Management
BlackRock Investment Management
Delaware
$120M +$2.97M 10 0.16% Increased
62
William Blair & Company
William Blair & Company
Illinois
$119M -$120M 6 0.19% Reduced
63
Bank of America
Bank of America
North Carolina
$118M -$3.35M 10 0.04% Reduced
64
Bank of Montreal
Bank of Montreal
Ontario, Canada
$109M +$73M 10 0.12% Increased
65
Guggenheim Capital
Guggenheim Capital
Illinois
$104M -$24.2M 9 0.26% Reduced
66
First Trust Advisors
First Trust Advisors
Illinois
$104M +$17.3M 10 0.43% Increased
67
American Century Companies
American Century Companies
Missouri
$102M -$5.07M 4 0.12% Reduced
68
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$102M +$168K 2 1.9% Increased
69
Morgan Stanley
Morgan Stanley
New York
$102M -$41M 10 0.04% Reduced
70
UBS AM
UBS AM
Illinois
$102M -$2.47M 8 0.1% Reduced
71
Allianz Asset Management
Allianz Asset Management
Germany
$101M -$1.37M 6 0.13% Reduced
72
AKRE Capital Management
AKRE Capital Management
Virginia
$99.6M +$84.1M 1 2.89% Increased
73
Federated Hermes
Federated Hermes
Pennsylvania
$98.1M -$2.97M 4 0.31% Reduced
74
Charles Schwab
Charles Schwab
California
$96.7M +$3.08M 10 0.16% Increased
75
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$96.6M +$13.8M 1 2.24% Increased