← 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
Guggenheim Capital
Guggenheim Capital
Illinois
$134M +$2.84M 11 0.32% Increased
52
Wellington Management Group
Wellington Management Group
Massachusetts
$129M +$25.7M 5 0.03% Increased
53
1WCM
12 West Capital Management
New York
$128M +$23M 1 14.23% Increased
54
Legal & General Group
Legal & General Group
United Kingdom
$128M -$1.07M 11 0.15% Reduced
55
DAC
Dividend Assets Capital
South Carolina
$126M +$3.5M 1 2.75% Increased
56
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$122M -$15.1M 4 0.31% Reduced
57
California Public Employees Retirement System
California Public Employees Retirement System
California
$122M $0 11 0.17% Maintained
58
Allianz Asset Management
Allianz Asset Management
Germany
$121M +$1.96M 5 0.14% Increased
59
AC
Alleghany Corporation
New York
$116M +$44.2M 1 4.09% Increased
60
STRS Ohio
STRS Ohio
Ohio
$116M -$27.5M 6 0.51% Reduced
61
Beck Mack & Oliver
Beck Mack & Oliver
New York
$114M -$19.4M 1 2.84% Reduced
62
BKBG
BHF Kleinwort Benson Group
Belgium
$113M -$12.3M 6 3.1% Reduced
63
Charles Schwab
Charles Schwab
California
$112M +$3.6M 11 0.16% Increased
64
GTP
Global Thematic Partners
New York
$109M +$4.32M 1 1.63% Increased
65
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$108M +$22.7M 1 1.2% Increased
66
DF Dent & Co
DF Dent & Co
Maryland
$108M -$7.21M 2 2.65% Reduced
67
Manning & Napier Advisors
Manning & Napier Advisors
New York
$107M -$84.5K 2 0.51% Reduced
68
Prudential Financial
Prudential Financial
New Jersey
$105M -$34.6M 8 0.18% Reduced
69
Axa
Axa
France
$104M -$1.92M 2 0.43% Reduced
70
UBS AM
UBS AM
Illinois
$102M -$4.78M 9 0.1% Reduced
71
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$100M +$14.6M 11 0.07% Increased
72
Teachers Advisors
Teachers Advisors
New York
$100M -$16.7M 11 0.19% Reduced
73
Bank of America
Bank of America
North Carolina
$98.4M -$14.6M 11 0.03% Reduced
74
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$97.3M +$11.9M 1 2.15% Increased
75
BlackRock Investment Management
BlackRock Investment Management
Delaware
$97.1M +$14.2M 11 0.13% Increased