← 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
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$167M -$51.3M 5 0.89% Reduced
102
VOYA Investment Management
VOYA Investment Management
Georgia
$163M -$12.6M 11 0.31% Reduced
103
Eventide Asset Management
Eventide Asset Management
Massachusetts
$162M $0 2 2.06% Maintained
104
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$161M +$10.6M 3 2.02% Increased
105
Storebrand Asset Management
Storebrand Asset Management
Norway
$159M +$2.83M 6 0.71% Increased
106
Axa
Axa
France
$159M -$29M 5 0.41% Reduced
107
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$157M +$4.19M 5 0.34% Increased
108
Baird Financial Group
Baird Financial Group
Wisconsin
$153M -$8.24M 6 0.36% Reduced
109
AC
Alleghany Corporation
New York
$152M $0 1 4.42% Maintained
110
Citadel Advisors
Citadel Advisors
Florida
$150M -$150M 11 0.03% Reduced
111
Eaton Vance Management
Eaton Vance Management
Massachusetts
$150M +$7.97M 8 0.18% Increased
112
KeyBank National Association
KeyBank National Association
Ohio
$147M +$2.97M 4 0.59% Increased
113
Bank of Montreal
Bank of Montreal
Ontario, Canada
$146M -$359M 9 0.08% Reduced
114
Renaissance Technologies
Renaissance Technologies
New York
$145M +$24.7M 8 0.18% Increased
115
HSBC Holdings
HSBC Holdings
United Kingdom
$144M +$30.7M 10 0.13% Increased
116
BAMCO Inc
BAMCO Inc
New York
$142M -$2.38M 1 0.3% Reduced
117
Putnam Investments
Putnam Investments
Massachusetts
$138M +$15.8M 4 0.2% Increased
118
US Bancorp
US Bancorp
Minnesota
$137M +$1.39M 12 0.22% Increased
119
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$134M +$9.82M 6 0.26% Increased
120
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$131M +$1.69M 11 0.24% Increased
121
Chevy Chase Trust
Chevy Chase Trust
Maryland
$131M -$979K 4 0.42% Reduced
122
National Pension Service
National Pension Service
South Korea
$131M -$7.4M 3 0.23% Reduced
123
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$130M -$7.85M 7 0.64% Reduced
124
Empyrean Capital Partners
Empyrean Capital Partners
California
$129M -$2.91M 1 3.41% Reduced
125
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$128M +$22.9M 6 0.31% Increased