← 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$99M +$9.88M 4 0.59% Increased
102
Chevy Chase Trust
Chevy Chase Trust
Maryland
$96.4M +$10.6M 4 0.4% Increased
103
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$94M -$1.41M 2 1.38% Reduced
104
Silvercrest Asset Management
Silvercrest Asset Management
New York
$90.3M -$230K 4 0.82% Reduced
105
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$90.2M -$2.67M 1 2.14% Reduced
106
UBS Group
UBS Group
Switzerland
$88.3M +$9.54M 12 0.04% Increased
107
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$88.1M +$26.3M 2 8.84% Increased
108
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$87.6M -$4.55M 1 3.98% Reduced
109
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$87.4M -$1.11M 7 0.2% Reduced
110
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$84.7M -$648K 10 0.22% Reduced
111
PAR Capital Management
PAR Capital Management
Massachusetts
$84.6M $0 1 0.97% Maintained
112
John W. Bristol & Co
John W. Bristol & Co
New York
$83.4M -$904K 1 2.21% Reduced
113
Prudential Financial
Prudential Financial
New Jersey
$83.3M -$42.4M 9 0.12% Reduced
114
HSBC Holdings
HSBC Holdings
United Kingdom
$80M +$10.6M 8 0.13% Increased
115
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$79.5M -$7.98M 1 0.93% Reduced
116
Eaton Vance Management
Eaton Vance Management
Massachusetts
$79.3M -$8.16M 3 0.18% Reduced
117
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$76.3M -$102K 2 1.21% Reduced
118
Axa
Axa
France
$75.8M -$33.6M 3 0.28% Reduced
119
Epoch Investment Partners
Epoch Investment Partners
New York
$75.7M -$22.5M 1 0.29% Reduced
120
BAMCO Inc
BAMCO Inc
New York
$75.3M -$4.72K 1 0.31% Reduced
121
Raymond James & Associates
Raymond James & Associates
Florida
$74.2M +$666K 7 0.11% Increased
122
Chilton Investment Company
Chilton Investment Company
Connecticut
$73.3M -$29.3K 1 2.41% Reduced
123
CRM
Cramer Rosenthal McGlynn
Connecticut
$72.3M -$9.27M 2 1.38% Reduced
124
CHAM
Clear Harbor Asset Management
Connecticut
$71.7M -$1.71M 1 14.45% Reduced
125
Stifel Financial
Stifel Financial
Missouri
$71.1M -$3.69M 10 0.2% Reduced