← 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
Axa
Axa
France
$82.6M +$15M 3 0.36% Increased
102
TCW Group
TCW Group
California
$81.6M +$33.4M 3 0.84% Increased
103
LM
Luminus Management
Texas
$78.4M +$78M 1 1.59% Increased
104
Silvercrest Asset Management
Silvercrest Asset Management
New York
$74.4M +$1.6M 3 0.82% Increased
105
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$74M +$1.38M 10 0.22% Increased
106
John W. Bristol & Co
John W. Bristol & Co
New York
$73.2M -$1.98M 1 2.3% Reduced
107
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$73M -$2.28M 8 0.21% Reduced
108
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$72.6M -$4.74M 1 1.47% Reduced
109
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$72.5M +$15.8M 5 0.24% Increased
110
BAMCO Inc
BAMCO Inc
New York
$71.5M +$4.03M 1 0.36% Increased
111
CHAM
Clear Harbor Asset Management
Connecticut
$69.6M -$2.53M 1 16.01% Reduced
112
AAM
Ardevora Asset Management
United Kingdom
$69.5M +$39.6M 2 2.08% Increased
113
Eaton Vance Management
Eaton Vance Management
Massachusetts
$69.2M +$2.84M 4 0.18% Increased
114
Prudential Financial
Prudential Financial
New Jersey
$67.5M -$4.19M 9 0.12% Reduced
115
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$66.4M -$7.76M 1 0.9% Reduced
116
PAR Capital Management
PAR Capital Management
Massachusetts
$66.4M $0 1 1.11% Maintained
117
Stifel Financial
Stifel Financial
Missouri
$66.1M +$3.57M 9 0.21% Increased
118
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$65.4M -$1.88M 1 2.58% Reduced
119
UBS Group
UBS Group
Switzerland
$64.3M -$11.9M 12 0.03% Reduced
120
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$62.6M +$5.64M 8 0.36% Increased
121
Raymond James & Associates
Raymond James & Associates
Florida
$62.6M -$3.09M 7 0.11% Reduced
122
Baird Financial Group
Baird Financial Group
Wisconsin
$62.3M +$10.7M 3 0.42% Increased
123
Epoch Investment Partners
Epoch Investment Partners
New York
$61.7M +$4.55M 1 0.29% Increased
124
KeyBank National Association
KeyBank National Association
Ohio
$60.6M +$445K 3 0.4% Increased
125
Chilton Investment Company
Chilton Investment Company
Connecticut
$59.6M -$1.72M 1 2.18% Reduced