← 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
Asset Management One
Asset Management One
Japan
$72.5M -$48.5K 3 0.19% Reduced
102
John W. Bristol & Co
John W. Bristol & Co
New York
$72M -$9.16M 1 2.12% Reduced
103
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$68.9M -$1.85M 5 0.18% Reduced
104
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$68.8M +$10.5M 3 0.23% Increased
105
AMF Tjänstepension
AMF Tjänstepension
Sweden
$68.6M $0 2 0.78% Maintained
106
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$67.7M +$545K 9 0.19% Increased
107
CHAM
Clear Harbor Asset Management
Connecticut
$67M -$657K 1 12.82% Reduced
108
Stockbridge Partners
Stockbridge Partners
Massachusetts
$67M $0 1 3.07% Maintained
109
Chilton Investment Company
Chilton Investment Company
Connecticut
$64.8M +$32.5M 3 2.49% Increased
110
SCM
Shapiro Capital Management
Georgia
$63.7M -$6.06M 1 1.55% Reduced
111
William Blair Investment Management
William Blair Investment Management
Illinois
$62.2M +$46.5M 3 0.23% Increased
112
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$62.1M +$1.74M 7 0.34% Increased
113
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$60.8M +$7.85M 5 0.2% Increased
114
BAMCO Inc
BAMCO Inc
New York
$58.8M +$95.2K 1 0.3% Increased
115
Chevy Chase Trust
Chevy Chase Trust
Maryland
$57.8M +$3.11M 3 0.28% Increased
116
Raymond James & Associates
Raymond James & Associates
Florida
$57M +$3.21M 6 0.12% Increased
117
Panagora Asset Management
Panagora Asset Management
Massachusetts
$55.7M -$9.46M 5 0.22% Reduced
118
PAR Capital Management
PAR Capital Management
Massachusetts
$55M $0 1 0.62% Maintained
119
Millennium Management
Millennium Management
New York
$55M -$41.9M 7 0.1% Reduced
120
HCM
Hahn Capital Management
California
$54.8M -$522K 2 5.69% Reduced
121
Homestead Advisers
Homestead Advisers
Virginia
$53.7M -$6.84M 1 0.84% Reduced
122
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$53.2M -$6.28M 2 0.93% Reduced
123
Epoch Investment Partners
Epoch Investment Partners
New York
$52.9M -$907K 1 0.18% Reduced
124
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$52.5M +$5.9M 1 0.63% Increased
125
DAC
Dividend Assets Capital
South Carolina
$52.5M -$9.49M 1 2.07% Reduced