← 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
Envestnet Asset Management
Envestnet Asset Management
Illinois
$157M -$2.6M 9 0.08% Reduced
102
Eventide Asset Management
Eventide Asset Management
Massachusetts
$154M $0 2 2.42% Maintained
103
Empyrean Capital Partners
Empyrean Capital Partners
California
$153M +$24.6M 1 3.38% Increased
104
Westfield Capital Management
Westfield Capital Management
Massachusetts
$151M +$356K 1 0.97% Increased
105
Beck Mack & Oliver
Beck Mack & Oliver
New York
$150M -$32.1M 2 3.77% Reduced
106
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$147M -$3.51M 3 2.04% Reduced
107
Swedbank
Swedbank
Sweden
$146M -$49.6M 4 0.27% Reduced
108
Putnam Investments
Putnam Investments
Massachusetts
$145M +$14M 4 0.22% Increased
109
CI Investments Inc
CI Investments Inc
Ontario, Canada
$143M -$26.4M 6 0.53% Reduced
110
UBS Group
UBS Group
Switzerland
$142M -$56.9M 11 0.05% Reduced
111
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$141M +$49.9M 5 0.33% Increased
112
Parnassus Investments
Parnassus Investments
California
$140M -$202M 1 0.28% Reduced
113
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$140M -$7.13M 6 0.3% Reduced
114
Baird Financial Group
Baird Financial Group
Wisconsin
$136M +$5.43M 7 0.34% Increased
115
BAMCO Inc
BAMCO Inc
New York
$135M -$687K 1 0.33% Reduced
116
Storebrand Asset Management
Storebrand Asset Management
Norway
$135M +$2.03M 6 0.64% Increased
117
National Pension Service
National Pension Service
South Korea
$133M +$14.2M 3 0.24% Increased
118
KeyBank National Association
KeyBank National Association
Ohio
$130M +$1.04M 5 0.55% Increased
119
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$129M +$2.07M 6 0.26% Increased
120
Axa
Axa
France
$128M -$14.9M 6 0.36% Reduced
121
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$122M +$148K 3 1.25% Increased
122
Chevy Chase Trust
Chevy Chase Trust
Maryland
$122M -$782K 4 0.42% Reduced
123
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$121M +$1.79M 10 0.24% Increased
124
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$121M +$15.3M 7 0.3% Increased
125
ESCM
Echo Street Capital Management
New York
$120M +$4.06M 1 0.87% Increased