← 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	Mitsubishi UFJ Asset Management Tokyo, Japan	$381M	+$20.8M	4	0.8%	Increased
52	Nordea Investment Management Stockholm, Sweden	$374M	+$46.2M	4	0.51%	Increased
53	Ruane, Cunniff & Goldfarb New York	$351M	+$36.1M	1	5.54%	Increased
54	Orbis Allan Gray Hamilton, Bermuda	$348M	+$97.6M	1	2.49%	Increased
55	Wells Fargo San Francisco, California	$338M	+$17.3M	12	0.09%	Increased
56	Janus Henderson Group London,	$328M	+$5.14M	10	0.2%	Increased
57	Citadel Advisors Miami, Florida	$327M	-$156M	10	0.07%	Reduced
58	Millennium Management New York	$322M	-$53M	11	0.16%	Reduced
59	Neuberger Berman Group New York	$304M	+$37.6M	8	0.27%	Increased
60	Parnassus Investments San Francisco, California	$303M	-$40.3M	2	0.7%	Reduced
61	Mirae Asset Global Investments Seoul, South Korea	$297M	+$22.7M	11	0.64%	Increased
62	Credit Suisse Zurich, Switzerland	$284M	-$3.27M	10	0.28%	Reduced
63	ProShare Advisors Bethesda, Maryland	$274M	+$5.22M	9	0.8%	Increased
64	Quilter Plc London, United Kingdom	$273M	-$481K	2	1.06%	Reduced
65	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$268M	-$17.7M	4	0.21%	Reduced
66	RhumbLine Advisers Boston, Massachusetts	$267M	+$19.5M	12	0.3%	Increased
67	KBC Group Brussels, Belgium	$267M	+$16.2M	11	1.1%	Increased
68	Capital International Investors Los Angeles, California	$263M	+$2.92M	1	0.06%	Increased
69	Man Group London, United Kingdom	$259M	+$243M	9	0.8%	New
70	Federated Hermes Pittsburgh, Pennsylvania	$257M	+$65M	6	0.64%	Increased
71	ABN AMRO Bank Amsterdam, Netherlands	$244M	-$3.45M	2	4.96%	Reduced
72	UBS Group Zurich, Switzerland	$243M	+$95M	12	0.08%	Increased
73	Ninety One (UK) London, United Kingdom	$236M	+$34.1M	1	0.69%	Increased
74	Fidelity International Hamilton, Bermuda	$234M	+$95.8M	4	0.26%	Increased
75	Mackenzie Financial Toronto Ontario, Ontario, Canada	$232M	-$329M	7	0.35%	Reduced