← 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
NI
Nuance Investments
Missouri
$125M +$19.5M 1 2.41% Increased
102
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$122M +$23.6M 5 1.04% Increased
103
HSBC Holdings
HSBC Holdings
United Kingdom
$121M +$23.6M 10 0.16% Increased
104
Raymond James & Associates
Raymond James & Associates
Florida
$120M +$9.09M 8 0.13% Increased
105
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$120M -$51.5M 7 0.17% Reduced
106
Eaton Vance Management
Eaton Vance Management
Massachusetts
$119M +$21.8M 7 0.19% Increased
107
STRS Ohio
STRS Ohio
Ohio
$117M +$8.19M 8 0.45% Increased
108
Envestnet Asset Management
Envestnet Asset Management
Illinois
$117M -$1.75M 8 0.09% Reduced
109
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$116M +$9.72M 3 1.89% Increased
110
KeyBank National Association
KeyBank National Association
Ohio
$116M +$1.92M 4 0.57% Increased
111
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$116M -$1.44M 10 0.23% Reduced
112
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$115M +$34.2M 1 0.06% Increased
113
Empyrean Capital Partners
Empyrean Capital Partners
California
$115M +$4.11M 1 3.77% Increased
114
National Pension Service
National Pension Service
South Korea
$114M +$660K 3 0.26% Increased
115
USS Investment Management
USS Investment Management
United Kingdom
$109M -$4.48M 4 0.99% Reduced
116
Sands Capital Management
Sands Capital Management
Virginia
$108M +$29.6M 1 0.21% Increased
117
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$108M +$8.15M 5 0.35% Increased
118
Korea Investment Corp
Korea Investment Corp
South Korea
$106M -$171K 3 0.32% Reduced
119
John W. Bristol & Co
John W. Bristol & Co
New York
$105M -$24.4M 1 2.17% Reduced
120
TD Asset Management
TD Asset Management
Ontario, Canada
$103M +$1.22M 5 0.13% Increased
121
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$102M -$2.52M 7 0.22% Reduced
122
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$101M +$3.84M 2 1.13% Increased
123
CHAM
Clear Harbor Asset Management
Connecticut
$101M -$918K 1 14.53% Reduced
124
Putnam Investments
Putnam Investments
Massachusetts
$99.9M -$64.8M 3 0.18% Reduced
125
Aperio Group
Aperio Group
California
$98M +$3.15M 10 0.29% Increased