← 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
101
BCPEM
Bain Capital Public Equity Management
Massachusetts
$63.4M -$18.4M 1 1.69% Reduced
102
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$63M -$3.14M 3 0.24% Reduced
103
Riverbridge Partners
Riverbridge Partners
Minnesota
$62.9M +$4.04M 1 1.14% Increased
104
Prudential plc
Prudential plc
United Kingdom
$62.8M +$1.29M 1 0.28% Increased
105
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$62M +$17.5M 1 0.92% Increased
106
PTC
Provident Trust Company
Wisconsin
$61M +$3.85M 1 3.41% Increased
107
Manning & Napier Advisors
Manning & Napier Advisors
New York
$59.4M -$475K 1 0.25% Reduced
108
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$58.9M -$819K 2 1.03% Reduced
109
Eagle Asset Management
Eagle Asset Management
Florida
$57.8M -$29.2M 4 0.32% Reduced
110
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$56.5M -$1.77M 5 0.15% Reduced
111
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$56.4M -$2.86M 2 1.07% Reduced
112
Managed Account Advisors
Managed Account Advisors
New Jersey
$55.7M +$1.54M 7 0.07% Increased
113
BC
BHR Capital
New York
$54.7M -$2.04M 1 4.62% Reduced
114
MTB
Mizuho Trust & Banking
Japan
$53.2M +$1.83M 3 0.2% Increased
115
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$52.8M -$3.14M 3 0.13% Reduced
116
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$51.8M -$6.39M 10 0.17% Reduced
117
VanEck Associates
VanEck Associates
New York
$51.5M -$529K 1 0.26% Reduced
118
Nuveen
Nuveen
North Carolina
$51.1M +$3.46M 4 0.31% Increased
119
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$50.9M -$8.4M 10 0.12% Reduced
120
CHAM
Clear Harbor Asset Management
Connecticut
$50.1M -$476K 1 11.75% Reduced
121
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$49.6M -$1.6M 10 0.15% Reduced
122
AC
Alleghany Corporation
New York
$46.7M +$35.9M 1 1.91% Increased
123
Silvercrest Asset Management
Silvercrest Asset Management
New York
$46.4M +$36.8M 2 0.74% Increased
124
Scout Investments
Scout Investments
Missouri
$46.2M +$1.4M 2 0.53% Increased
125
Calamos Advisors
Calamos Advisors
Illinois
$46.2M -$814K 2 0.3% Reduced