← 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
Nordea Investment Management
Nordea Investment Management
Sweden
$290M -$8.06M 4 0.33% Reduced
77
Macquarie Group
Macquarie Group
Australia
$270M -$74M 5 0.29% Reduced
78
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$266M -$145M 1 1.41% Reduced
79
Aberdeen Group
Aberdeen Group
United Kingdom
$265M +$29.1M 4 0.49% Increased
80
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$258M -$3.49M 10 0.23% Reduced
81
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$246M +$13.5M 10 0.17% Increased
82
Robeco Schweiz
Robeco Schweiz
Switzerland
$239M +$39.1M 6 4.48% Increased
83
AQR Capital Management
AQR Capital Management
Connecticut
$234M -$17M 10 0.32% Reduced
84
SEI Investments
SEI Investments
Pennsylvania
$233M -$5.58M 9 0.3% Reduced
85
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$230M -$44.7M 2 0.07% Reduced
86
CIP
Champlain Investment Partners
Vermont
$224M +$33.4M 1 1.35% Increased
87
GAMCO Investors
GAMCO Investors
Connecticut
$224M -$5.12M 7 2.29% Reduced
88
Millennium Management
Millennium Management
New York
$219M -$97.4M 11 0.1% Reduced
89
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$219M -$4.85M 12 0.26% Reduced
90
Sands Capital Management
Sands Capital Management
Virginia
$218M -$7.81M 1 0.66% Reduced
91
Axa
Axa
France
$217M -$31.5M 6 0.64% Reduced
92
Storebrand Asset Management
Storebrand Asset Management
Norway
$213M +$1.51M 7 0.67% Increased
93
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$209M +$13.2M 7 0.2% Increased
94
Fidelity International
Fidelity International
Bermuda
$208M -$24.3M 4 0.19% Reduced
95
TD Asset Management
TD Asset Management
Ontario, Canada
$204M +$34.5M 9 0.18% Increased
96
National Pension Service
National Pension Service
South Korea
$203M +$8.13M 3 0.2% Increased
97
Gabelli Funds
Gabelli Funds
New York
$203M -$4.37M 8 1.46% Reduced
98
Ninety One (UK)
Ninety One (UK)
United Kingdom
$201M -$42.6M 1 0.54% Reduced
99
CI Investments Inc
CI Investments Inc
Ontario, Canada
$198M +$19.7M 7 0.76% Increased
100
Man Group
Man Group
United Kingdom
$195M -$13.9M 10 0.51% Reduced