← 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
Epoch Investment Partners
Epoch Investment Partners
New York
$89.8M +$38.8M 1 0.32% Increased
102
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$87.2M -$4.59M 2 2.02% Reduced
103
Silvercrest Asset Management
Silvercrest Asset Management
New York
$85.9M +$4.87M 4 0.84% Increased
104
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$84.8M -$2.38M 1 2.18% Reduced
105
UBS Group
UBS Group
Switzerland
$84.4M +$11.3M 12 0.04% Increased
106
CRM
Cramer Rosenthal McGlynn
Connecticut
$83.8M -$20.8M 2 1.37% Reduced
107
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$83.2M -$1.03M 6 0.2% Reduced
108
Eaton Vance Management
Eaton Vance Management
Massachusetts
$81.3M +$7.75M 3 0.2% Increased
109
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$79.8M -$2.17M 9 0.22% Reduced
110
John W. Bristol & Co
John W. Bristol & Co
New York
$79.5M -$1.1M 1 2.26% Reduced
111
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$79M -$8.33M 2 0.98% Reduced
112
Chevy Chase Trust
Chevy Chase Trust
Maryland
$78.7M -$550K 4 0.35% Reduced
113
CHAM
Clear Harbor Asset Management
Connecticut
$78M -$171K 1 15.24% Reduced
114
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$77.5M -$8.32M 7 0.4% Reduced
115
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$76.9M +$5.35M 2 1.32% Increased
116
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$76.7M +$2.93M 5 0.22% Increased
117
Chilton Investment Company
Chilton Investment Company
Connecticut
$72.8M -$4.99M 2 2.8% Reduced
118
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$72.6M +$18M 2 1.42% Increased
119
BAMCO Inc
BAMCO Inc
New York
$71.4M +$22.1K 1 0.33% Increased
120
PAR Capital Management
PAR Capital Management
Massachusetts
$70.9M $0 1 0.78% Maintained
121
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$69.4M +$17.1M 1 3.35% Increased
122
Homestead Advisers
Homestead Advisers
Virginia
$69M -$21.1M 1 1.04% Reduced
123
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$68.5M +$580K 4 0.49% Increased
124
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$67.8M +$38.7M 3 0.46% Increased
125
AMF Tjänstepension
AMF Tjänstepension
Sweden
$67.2M -$4.2M 2 0.7% Reduced