← 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	MVIP Mar Vista Investment Partners Los Angeles, California	$151M	-$13.5M	1	3.61%	Reduced
77	Congress Asset Management Boston, Massachusetts	$151M	+$911K	2	1.83%	Increased
78	USS Investment Management London, United Kingdom	$149M	-$10.5M	2	1.45%	Reduced
79	Credit Suisse Zurich, Switzerland	$148M	+$29.1M	12	0.11%	Increased
80	Renaissance Technologies New York	$146M	+$42.6M	9	0.11%	Increased
81	BAMCO Inc New York	$143M	+$7.74M	2	0.55%	Increased
82	Royce & Associates New York	$143M	-$16.5M	8	1.28%	Reduced
83	Millennium Management New York	$143M	-$53.2M	12	0.18%	Reduced
84	Eventide Asset Management Boston, Massachusetts	$138M	+$210K	2	3.89%	Increased
85	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$135M	+$6.21M	12	0.23%	Increased
86	Fidelity International Hamilton, Bermuda	$134M	+$10.4M	6	0.19%	Increased
87	Eaton Vance Management Boston, Massachusetts	$132M	+$8.83M	5	0.26%	Increased
88	EARNEST Partners Atlanta, Georgia	$129M	-$5.31M	5	1.02%	Reduced
89	KBC Group Brussels, Belgium	$126M	-$9.2M	9	0.8%	Reduced
90	Chevy Chase Trust Bethesda, Maryland	$126M	+$278K	5	0.48%	Increased
91	Bessemer Group Woodbridge, New Jersey	$125M	-$4.08M	7	0.4%	Reduced
92	Vaughan Nelson Investment Management Houston, Texas	$124M	+$20.8M	2	1.54%	Increased
93	ACM Atlanta Capital Management Atlanta, Georgia	$119M	+$11.3M	1	0.49%	Increased
94	Schroder Investment Management Group London, United Kingdom	$115M	-$49.9M	2	0.19%	Reduced
95	Axa Paris, France	$115M	+$11M	3	0.47%	Increased
96	Segall Bryant & Hamill Chicago, Illinois	$114M	+$7.23M	4	1.78%	Increased
97	Frontier Capital Management Boston, Massachusetts	$110M	-$10.6M	2	0.81%	Reduced
98	TD Asset Management Toronto, Ontario, Canada	$109M	-$20M	4	0.16%	Reduced
99	STRS Ohio Columbus, Ohio	$109M	+$11.5M	7	0.45%	Increased
100	Kayne Anderson Rudnick Investment Management Los Angeles, California	$106M	-$98.4K	2	0.51%	Reduced