← 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
$83.5M +$4.68M 4 0.2% Increased
102
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$81.2M -$1.59M 2 1.89% Reduced
103
GTP
Global Thematic Partners
New York
$80M +$2.42M 1 2.56% Increased
104
Stockbridge Partners
Stockbridge Partners
Massachusetts
$76.1M +$8.57M 1 3.83% Increased
105
Prudential Financial
Prudential Financial
New Jersey
$75.5M -$20.3M 8 0.11% Reduced
106
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$74.3M +$555K 9 0.2% Increased
107
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$73.4M -$711K 5 0.18% Reduced
108
John W. Bristol & Co
John W. Bristol & Co
New York
$73.4M -$2.25M 1 2.12% Reduced
109
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$69.9M +$2.22M 7 0.36% Increased
110
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$68.6M +$1.66M 5 0.2% Increased
111
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$68.1M -$18.6M 12 0.17% Reduced
112
CHAM
Clear Harbor Asset Management
Connecticut
$67.9M -$698K 1 13.47% Reduced
113
Chevy Chase Trust
Chevy Chase Trust
Maryland
$67.9M +$5.9M 4 0.31% Increased
114
Homestead Advisers
Homestead Advisers
Virginia
$67.4M $0 1 1.03% Maintained
115
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$67.3M +$41M 3 0.43% Increased
116
SAM
Scopus Asset Management
New York
$66.9M +$17.7M 3 0.69% Increased
117
HSBC Holdings
HSBC Holdings
United Kingdom
$65.2M +$12.9M 6 0.1% Increased
118
Chilton Investment Company
Chilton Investment Company
Connecticut
$63.2M -$9.04M 2 2.44% Reduced
119
BAMCO Inc
BAMCO Inc
New York
$61.9M $0 1 0.29% Maintained
120
Raymond James & Associates
Raymond James & Associates
Florida
$61.7M +$1.39M 7 0.12% Increased
121
OppenheimerFunds
OppenheimerFunds
New York
$61.6M +$28.8M 6 0.08% Increased
122
Epoch Investment Partners
Epoch Investment Partners
New York
$60.4M +$3.44M 1 0.2% Increased
123
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$59.4M +$759K 2 1.04% Increased
124
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$59.3M +$56.6M 1 1.62% New
125
HCM
Hahn Capital Management
California
$58.9M +$530K 2 5.82% Increased