← 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
Panagora Asset Management
Panagora Asset Management
Massachusetts
$70.9M -$7.59M 7 0.34% Reduced
102
Homestead Advisers
Homestead Advisers
Virginia
$70.3M $0 2 1.17% Maintained
103
John W. Bristol & Co
John W. Bristol & Co
New York
$69.7M -$2.21M 1 1.91% Reduced
104
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$69.6M +$1.13M 3 0.14% Increased
105
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$69.5M +$3.84M 1 0.92% Increased
106
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$67.8M -$833K 1 0.8% Reduced
107
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$66.6M -$7.21M 1 0.14% Reduced
108
GTP
Global Thematic Partners
New York
$65.2M -$45.6M 1 1.94% Reduced
109
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$64.5M -$4.53M 1 3.97% Reduced
110
Credit Agricole
Credit Agricole
France
$64.3M +$22.9M 4 0.21% Increased
111
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$63.7M -$2.29M 2 1.63% Reduced
112
HSBC Holdings
HSBC Holdings
United Kingdom
$63.4M +$541K 6 0.16% Increased
113
CRM
Cramer Rosenthal McGlynn
Connecticut
$62.9M -$21.5M 2 0.97% Reduced
114
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$62.6M -$1.82M 6 0.17% Reduced
115
PAR Capital Management
PAR Capital Management
Massachusetts
$61.1M $0 1 0.88% Maintained
116
TD Asset Management
TD Asset Management
Ontario, Canada
$59.8M -$2.72M 4 0.1% Reduced
117
HCM
Hahn Capital Management
California
$59.7M -$11.3M 2 5.94% Reduced
118
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$58.2M -$797K 9 0.18% Reduced
119
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$57.5M +$5.65M 3 0.21% Increased
120
Frontier Capital Management
Frontier Capital Management
Massachusetts
$56M -$1M 1 0.45% Reduced
121
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$54.2M -$10.5M 1 1.07% Reduced
122
MTB
Mizuho Trust & Banking
Japan
$54.1M +$832K 3 0.16% Increased
123
CHAM
Clear Harbor Asset Management
Connecticut
$53.7M -$627K 1 11.72% Reduced
124
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$53.6M -$1.35M 7 0.33% Reduced
125
Robeco Schweiz
Robeco Schweiz
Switzerland
$51.2M -$4.13M 1 4.44% Reduced