← 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
Prudential plc
Prudential plc
United Kingdom
$66.2M -$1.13M 1 0.28% Reduced
102
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$65.6M +$6.22M 1 0.93% Increased
103
ACM
Atlanta Capital Management
Georgia
$64.7M +$365K 1 0.44% Increased
104
JIR
James Investment Research
Ohio
$64.2M +$7.26M 2 2.04% Increased
105
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$61.9M +$7.54M 4 0.14% Increased
106
Eagle Asset Management
Eagle Asset Management
Florida
$58.9M -$4.45M 4 0.32% Reduced
107
AC
Alleghany Corporation
New York
$58.4M +$6.98M 1 2.12% Increased
108
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$58.2M -$515K 2 0.99% Reduced
109
MTB
Mizuho Trust & Banking
Japan
$58.2M +$2.84M 4 0.21% Increased
110
Millennium Management
Millennium Management
New York
$56M -$46.5M 8 0.16% Reduced
111
NI
Nuance Investments
Missouri
$55.6M +$12.7M 1 5.91% Increased
112
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$55.5M -$1.5M 5 0.14% Reduced
113
Managed Account Advisors
Managed Account Advisors
New Jersey
$55.3M -$2.03M 7 0.07% Reduced
114
Frontier Capital Management
Frontier Capital Management
Massachusetts
$54.7M -$2.55M 1 0.4% Reduced
115
CHAM
Clear Harbor Asset Management
Connecticut
$54.4M -$426K 1 11.64% Reduced
116
VDBMI
Van Den Berg Management I
Texas
$54.1M -$579K 1 3.88% Reduced
117
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$53.1M -$177K 10 0.17% Reduced
118
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$52M +$525K 10 0.12% Increased
119
APG Asset Management
APG Asset Management
Netherlands
$51.4M +$12.5M 4 0.11% Increased
120
Winton Group
Winton Group
United Kingdom
$51.1M +$50.4M 3 0.35% New
121
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$50.6M -$393K 10 0.15% Reduced
122
AQR Capital Management
AQR Capital Management
Connecticut
$49.9M +$747K 8 0.13% Increased
123
Fidelity International
Fidelity International
Bermuda
$49.6M +$32M 2 0.19% Increased
124
BKBG
BHF Kleinwort Benson Group
Belgium
$48.5M +$23.8M 5 1.43% Increased
125
VFA
Virtus Fund Advisers
Connecticut
$48.1M +$49.2M 9 0.34% New