← 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
New York State Common Retirement Fund
New York
$143M +$4.38M 11 0.22% Increased
52
Legal & General Group
Legal & General Group
United Kingdom
$140M +$1.77M 11 0.15% Increased
53
AQR Capital Management
AQR Capital Management
Connecticut
$136M +$36.3M 7 0.25% Increased
54
Charles Schwab
Charles Schwab
California
$133M +$5.41M 11 0.17% Increased
55
Capital World Investors
Capital World Investors
California
$126M +$81.2M 1 0.03% Increased
56
California Public Employees Retirement System
California Public Employees Retirement System
California
$124M -$1.45M 11 0.2% Reduced
57
Guggenheim Capital
Guggenheim Capital
Illinois
$119M -$8.6M 11 0.38% Reduced
58
GTP
Global Thematic Partners
New York
$118M +$8.6M 2 2.51% Increased
59
DF Dent & Co
DF Dent & Co
Maryland
$109M +$6.45M 1 3.17% Increased
60
DAC
Dividend Assets Capital
South Carolina
$108M -$7.15M 1 3.11% Reduced
61
VFA
Virtus Fund Advisers
Connecticut
$107M -$20.1M 4 0.94% Reduced
62
Wellington Management Group
Wellington Management Group
Massachusetts
$106M -$12.7M 5 0.03% Reduced
63
1WCM
12 West Capital Management
New York
$106M +$5.65M 1 14.67% Increased
64
Teachers Advisors
Teachers Advisors
New York
$104M +$3.88M 11 0.19% Increased
65
Beck Mack & Oliver
Beck Mack & Oliver
New York
$102M -$3.18M 1 3.54% Reduced
66
Perkins Investment Management
Perkins Investment Management
Illinois
$99.2M +$40.5M 3 1.49% Increased
67
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$98.4M -$2.53M 4 0.17% Reduced
68
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$96.9M +$87.9M 1 5.72% New
69
Stockbridge Partners
Stockbridge Partners
Massachusetts
$96.3M +$21.3M 1 5.12% Increased
70
UBS AM
UBS AM
Illinois
$95.3M -$666K 10 0.11% Reduced
71
Allianz Asset Management
Allianz Asset Management
Germany
$94M -$12.6M 6 0.11% Reduced
72
BlackRock Investment Management
BlackRock Investment Management
Delaware
$93.9M -$3.71M 11 0.12% Reduced
73
Swiss National Bank
Swiss National Bank
Switzerland
$92.3M +$25.8M 10 0.17% Increased
74
STRS Ohio
STRS Ohio
Ohio
$91.3M -$5.43M 6 0.41% Reduced
75
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$88.7M -$6.57M 5 0.28% Reduced