← 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
Wellington Management Group
Wellington Management Group
Massachusetts
$480M +$36.2M 7 0.09% Increased
52
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$479M -$87.8M 8 0.94% Reduced
53
California Public Employees Retirement System
California Public Employees Retirement System
California
$474M -$23.5M 7 0.33% Reduced
54
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$415M -$15.9M 1 2.48% Reduced
55
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$413M -$15.8M 1 6.41% Reduced
56
Neuberger Berman Group
Neuberger Berman Group
New York
$408M -$385M 8 0.34% Reduced
57
Swiss National Bank
Swiss National Bank
Switzerland
$403M -$14.3M 10 0.28% Reduced
58
UBS Group
UBS Group
Switzerland
$399M +$46M 13 0.1% Increased
59
KBC Group
KBC Group
Belgium
$392M -$19.9M 11 1.24% Reduced
60
Janus Henderson Group
Janus Henderson Group
$389M -$12.6M 10 0.21% Reduced
61
Wells Fargo
Wells Fargo
California
$365M +$20.4M 13 0.09% Increased
62
HSBC Holdings
HSBC Holdings
United Kingdom
$365M +$67.4M 10 0.25% Increased
63
DZ Bank
DZ Bank
Germany
$360M +$129M 3 0.39% Increased
64
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$351M -$2.49M 8 0.65% Reduced
65
Credit Suisse
Credit Suisse
Switzerland
$339M -$9.8M 10 0.32% Reduced
66
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$328M +$147K 12 0.32% Increased
67
ProShare Advisors
ProShare Advisors
Maryland
$326M -$5.1M 9 0.87% Reduced
68
Envestnet Asset Management
Envestnet Asset Management
Illinois
$322M +$16.7M 9 0.12% Increased
69
Nordea Investment Management
Nordea Investment Management
Sweden
$320M -$64.9M 4 0.38% Reduced
70
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$317M -$2.17M 4 0.22% Reduced
71
Millennium Management
Millennium Management
New York
$308M +$47.2M 11 0.13% Increased
72
Bank of Montreal
Bank of Montreal
Ontario, Canada
$298M -$66.6M 8 0.09% Reduced
73
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$288M +$7.16M 3 0.69% Increased
74
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$280M -$2.4M 2 4.19% Reduced
75
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$279M +$5.77M 2 0.08% Increased