← 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
76
STRS Ohio
STRS Ohio
Ohio
$118M -$51.6K 5 0.5% Reduced
77
Soroban Capital Partners
Soroban Capital Partners
New York
$116M -$62.5M 1 0.44% Reduced
78
VOYA Investment Management
VOYA Investment Management
Georgia
$113M -$69.7M 11 0.24% Reduced
79
Balyasny Asset Management
Balyasny Asset Management
Illinois
$110M +$47.8M 7 0.43% Increased
80
USS Investment Management
USS Investment Management
United Kingdom
$108M +$4.18M 1 0.84% Increased
81
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$107M -$466K 2 0.97% Reduced
82
BP
Berkshire Partners
Massachusetts
$106M +$64.3M 1 18.7% Increased
83
Beck Mack & Oliver
Beck Mack & Oliver
New York
$101M -$4.59M 1 3.34% Reduced
84
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$99.4M -$2.71M 11 0.22% Reduced
85
KBC Group
KBC Group
Belgium
$98.6M +$49.5M 8 0.89% Increased
86
Credit Suisse
Credit Suisse
Switzerland
$98.1M +$11.6M 12 0.1% Increased
87
Axa
Axa
France
$97.8M +$4.04M 1 0.42% Increased
88
Marshall Wace North America
Marshall Wace North America
New York
$96.3M -$45.9M 5 0.61% Reduced
89
CRM
Cramer Rosenthal McGlynn
Connecticut
$96M -$23.7M 3 1.54% Reduced
90
MVIP
Mar Vista Investment Partners
California
$92.8M +$418K 1 3.85% Increased
91
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$92.5M -$8.01M 12 0.2% Reduced
92
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$92.2M -$12M 2 1.11% Reduced
93
NSCM
New South Capital Management
Tennessee
$91.5M +$396K 1 2.19% Increased
94
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$90M +$8.39M 4 0.16% Increased
95
Silvercrest Asset Management
Silvercrest Asset Management
New York
$88.4M +$3.26M 4 0.88% Increased
96
William Blair Investment Management
William Blair Investment Management
Illinois
$87M +$15.6M 3 0.31% Increased
97
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$86.3M +$4.35M 3 0.27% Increased
98
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$86.3M -$324K 3 0.16% Reduced
99
Barclays
Barclays
United Kingdom
$85.8M +$5.94M 12 0.09% Increased
100
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$85M -$4M 12 0.1% Reduced