← 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
Putnam Investments
Putnam Investments
Massachusetts
$141M -$771K 4 0.25% Reduced
102
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$136M -$785K 3 2.28% Reduced
103
Raymond James & Associates
Raymond James & Associates
Florida
$134M -$302K 9 0.12% Reduced
104
Wellington Management Group
Wellington Management Group
Massachusetts
$133M -$7.56M 8 0.03% Reduced
105
AGF Management
AGF Management
Ontario, Canada
$132M +$134M 5 0.96% New
106
AQR Capital Management
AQR Capital Management
Connecticut
$131M +$33.9M 10 0.3% Increased
107
Natixis Advisors
Natixis Advisors
Massachusetts
$129M +$28.5M 7 0.49% Increased
108
BAMCO Inc
BAMCO Inc
New York
$124M -$979K 1 0.42% Reduced
109
APG Asset Management
APG Asset Management
Netherlands
$122M +$42.7M 4 0.23% Increased
110
Bank of Montreal
Bank of Montreal
Ontario, Canada
$122M +$1.21M 10 0.05% Increased
111
Baird Financial Group
Baird Financial Group
Wisconsin
$122M +$2.22M 7 0.32% Increased
112
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$121M -$3.34M 5 0.27% Reduced
113
Empyrean Capital Partners
Empyrean Capital Partners
California
$121M $0 1 3.82% Maintained
114
Stockbridge Partners
Stockbridge Partners
Massachusetts
$120M $0 1 3.23% Maintained
115
Eventide Asset Management
Eventide Asset Management
Massachusetts
$120M +$3.09M 1 2.37% Increased
116
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$118M +$8.16K 7 0.31% Increased
117
Pacer Advisors
Pacer Advisors
Pennsylvania
$115M +$44.7M 4 0.59% Increased
118
Beck Mack & Oliver
Beck Mack & Oliver
New York
$113M -$3.28M 2 3.3% Reduced
119
Chevy Chase Trust
Chevy Chase Trust
Maryland
$112M -$3.9M 4 0.47% Reduced
120
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$111M -$20.6M 4 0.4% Reduced
121
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$110M -$430K 2 1.36% Reduced
122
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$107M -$1.12M 10 0.26% Reduced
123
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$106M +$2.73M 4 0.38% Increased
124
Point72 Asset Management
Point72 Asset Management
Connecticut
$104M +$57.9M 5 0.35% Increased
125
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$104M +$7.49M 8 0.23% Increased