← 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	New York State Common Retirement Fund Albany, New York	$133M	+$1.48M	11	0.2%	Increased
52	Bank of Montreal Toronto, Ontario, Canada	$132M	+$13.8M	8	0.16%	Increased
53	Wellington Management Group Boston, Massachusetts	$131M	-$31.2M	5	0.03%	Reduced
54	Select Equity Group New York	$128M	-$52.7M	1	1.23%	Reduced
55	AC Alleghany Corporation New York	$128M	$0	1	4.52%	Maintained
56	California Public Employees Retirement System Sacramento, California	$124M	+$2.34M	11	0.2%	Increased
57	Charles Schwab San Francisco, California	$124M	+$6.94M	11	0.17%	Increased
58	Guggenheim Capital Chicago, Illinois	$123M	+$1.71M	11	0.36%	Increased
59	Victory Capital Management San Antonio, Texas	$122M	+$26M	7	0.51%	Increased
60	VFA Virtus Fund Advisers Hartford, Connecticut	$121M	-$2.55M	4	1.06%	Reduced
61	DAC Dividend Assets Capital Ridgeland, South Carolina	$120M	-$17.7M	1	3.26%	Reduced
62	GTP Global Thematic Partners New York	$120M	+$36.6M	2	2.4%	Increased
63	Prudential Financial Newark, New Jersey	$118M	+$13.5M	7	0.21%	Increased
64	1WCM 12 West Capital Management New York	$112M	+$11.6M	1	16.05%	Increased
65	Beck Mack & Oliver New York	$109M	-$8.51M	1	3.71%	Reduced
66	AQR Capital Management Greenwich, Connecticut	$107M	+$58.1M	8	0.19%	Increased
67	DF Dent & Co Baltimore, Maryland	$106M	+$1.99M	1	2.97%	Increased
68	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$102M	-$38.1K	4	0.18%	Reduced
69	Teachers Advisors New York	$101M	+$2.75M	11	0.19%	Increased
70	STRS Ohio Columbus, Ohio	$99.8M	-$72.6K	5	0.45%	Reduced
71	Allianz Asset Management Munich, Germany	$99.1M	-$3.6M	6	0.11%	Reduced
72	Axa Paris, France	$98M	+$13.4M	2	0.43%	Increased
73	Lord, Abbett & Co Jersey City, New Jersey	$96.4M	-$8.03M	3	0.29%	Reduced
74	Schroder Investment Management Group London, United Kingdom	$95.8M	-$36.1M	5	0.2%	Reduced
75	BlackRock Investment Management Wilmington, Delaware	$95.2M	-$7.56M	11	0.12%	Reduced