← 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
126
Calamos Advisors
Calamos Advisors
Illinois
$42.9M +$46.8K 2 0.27% Increased
127
Nuveen
Nuveen
North Carolina
$42.5M -$6.23M 3 0.28% Reduced
128
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$42.5M +$2.7M 10 0.03% Increased
129
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$42.2M +$1.46M 9 0.39% Increased
130
Two Sigma Investments
Two Sigma Investments
New York
$42.2M +$13.8M 4 0.27% Increased
131
TCP
TAMRO Capital Partners
Virginia
$41.8M -$509K 1 1.74% Reduced
132
CBOA
Commonwealth Bank of Australia
Australia
$41.3M -$3.73K 4 0.3% Reduced
133
BKBG
BHF Kleinwort Benson Group
Belgium
$40.5M -$9.16M 3 5.51% Reduced
134
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$40.3M +$38.5M 1 1.33% New
135
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$39.8M +$38M 1 0.54% New
136
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$39.6M +$3.53M 7 0.21% Increased
137
TD Asset Management
TD Asset Management
Ontario, Canada
$39.4M -$899K 4 0.08% Reduced
138
First Pacific Advisors
First Pacific Advisors
California
$38.6M $0 1 0.4% Maintained
139
Robeco Schweiz
Robeco Schweiz
Switzerland
$38.4M -$18.5M 2 3.22% Reduced
140
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.3M +$5.42M 10 0.06% Increased
141
Scout Investments
Scout Investments
Missouri
$37.3M -$16.9M 2 0.26% Reduced
142
PCP
P2 Capital Partners
New York
$36.3M $0 1 5.31% Maintained
143
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$36M +$1.33M 1 0.62% Increased
144
Credit Agricole
Credit Agricole
France
$36M +$34.8M 7 0.16% New
145
APG Asset Management
APG Asset Management
Netherlands
$35.6M -$3.68M 3 0.11% Reduced
146
OppenheimerFunds
OppenheimerFunds
New York
$35M -$30M 2 0.02% Reduced
147
R.M. Davis Inc
R.M. Davis Inc
Maine
$34.9M -$11.6M 2 2.35% Reduced
148
MPMG
Minneapolis Portfolio Management Group
Minnesota
$34.7M -$94.9K 1 4.34% Reduced
149
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$34.7M -$7.07M 5 0.14% Reduced
150
Swiss National Bank
Swiss National Bank
Switzerland
$34.4M +$183K 10 0.14% Increased