← 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
Ninety One (UK)
Ninety One (UK)
United Kingdom
$418M +$12.7M 1 0.9% Increased
52
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$407M -$102M 8 0.48% Reduced
53
Corient Private Wealth
Corient Private Wealth
Florida
$401M -$75.2M 8 0.54% Reduced
54
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$392M $0 9 0.68% Maintained
55
Voloridge Investment Management
Voloridge Investment Management
Florida
$377M +$48.7M 7 1.32% Increased
56
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$374M +$178M 10 0.43% Increased
57
Barclays
Barclays
United Kingdom
$370M +$20.6M 13 0.09% Increased
58
OpenArc Corporate Advisory
OpenArc Corporate Advisory
Georgia
$368M +$382M 1 6.08% New
59
Boston Partners
Boston Partners
Massachusetts
$355M -$56.7M 3 0.37% Reduced
60
Allianz Asset Management
Allianz Asset Management
Germany
$353M -$94.9M 7 0.36% Reduced
61
Janus Henderson Group
Janus Henderson Group
$346M +$20.4M 10 0.15% Increased
62
Citadel Advisors
Citadel Advisors
Florida
$336M -$115M 14 0.05% Reduced
63
Fidelity Investments
Fidelity Investments
Massachusetts
$329M +$68.6M 13 0.02% Increased
64
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$325M -$21.9M 1 0.27% Reduced
65
Swiss National Bank
Swiss National Bank
Switzerland
$325M -$8.48M 10 0.19% Reduced
66
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$324M +$33.6M 1 1.36% Increased
67
ProShare Advisors
ProShare Advisors
Maryland
$312M +$32.6M 10 0.55% Increased
68
Lazard Asset Management
Lazard Asset Management
New York
$312M -$217M 8 0.53% Reduced
69
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$312M +$93.5M 7 0.18% Increased
70
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$309M +$28.3M 6 0.23% Increased
71
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$294M -$688K 12 0.13% Reduced
72
VanEck Associates
VanEck Associates
New York
$286M +$42.6M 5 0.24% Increased
73
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$285M -$1.02M 3 0.09% Reduced
74
Millennium Management
Millennium Management
New York
$276M -$25M 11 0.12% Reduced
75
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$272M -$7.2M 12 0.22% Reduced