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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
Swedbank
Swedbank
Sweden
$467M +$41.1M 4 0.75% Increased
52
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$455M +$21.7M 7 0.8% Increased
53
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$401M +$38.5M 11 0.82% Increased
54
Wellington Management Group
Wellington Management Group
Massachusetts
$399M +$152M 7 0.07% Increased
55
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$396M -$48.8M 1 2.48% Reduced
56
Swiss National Bank
Swiss National Bank
Switzerland
$384M -$14M 10 0.28% Reduced
57
Nordea Investment Management
Nordea Investment Management
Sweden
$373M -$46.8M 4 0.47% Reduced
58
KBC Group
KBC Group
Belgium
$366M -$15.5M 11 1.3% Reduced
59
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$363M -$8.73M 1 5.81% Reduced
60
Janus Henderson Group
Janus Henderson Group
$357M -$9.03M 10 0.21% Reduced
61
Bank of Montreal
Bank of Montreal
Ontario, Canada
$341M +$148M 9 0.1% Increased
62
Parnassus Investments
Parnassus Investments
California
$324M -$2.73M 2 0.72% Reduced
63
UBS Group
UBS Group
Switzerland
$324M +$73.6M 12 0.1% Increased
64
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$321M +$38.2M 8 0.66% Increased
65
ProShare Advisors
ProShare Advisors
Maryland
$318M +$23.7M 9 0.97% Increased
66
Credit Suisse
Credit Suisse
Switzerland
$316M +$7.27M 10 0.3% Increased
67
Wells Fargo
Wells Fargo
California
$312M +$1.14M 12 0.08% Increased
68
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$300M -$688K 12 0.31% Reduced
69
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$296M +$4.72M 4 0.22% Increased
70
Envestnet Asset Management
Envestnet Asset Management
Illinois
$283M +$8.14M 9 0.12% Increased
71
HSBC Holdings
HSBC Holdings
United Kingdom
$272M +$24.3M 8 0.24% Increased
72
Ninety One (UK)
Ninety One (UK)
United Kingdom
$265M +$15M 1 0.79% Increased
73
CIP
Champlain Investment Partners
Vermont
$262M +$10.6M 1 1.55% Increased
74
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$261M +$156M 3 0.66% Increased
75
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$260M -$3.49M 3 0.4% Reduced