← 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
Perkins Investment Management
Perkins Investment Management
Illinois
$48.9M +$37.9M 3 0.71% Increased
127
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$48.5M +$19M 1 1.05% Increased
128
Gotham Asset Management
Gotham Asset Management
New York
$47.4M +$2.49M 4 0.51% Increased
129
Riverbridge Partners
Riverbridge Partners
Minnesota
$47.1M -$21M 1 0.97% Reduced
130
APG Asset Management
APG Asset Management
Netherlands
$47.1M -$3.05M 4 0.11% Reduced
131
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$44.9M -$167K 10 0.17% Reduced
132
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$44.5M -$1.27M 5 0.17% Reduced
133
AT
Alliance Trust
United Kingdom
$44.3M -$22.2M 1 2.07% Reduced
134
ICM
IronBridge Capital Management
Illinois
$44.1M -$4.05M 1 1.74% Reduced
135
KP
Kiltearn Partners
United Kingdom
$43.4M +$2.32M 1 2.11% Increased
136
Capital World Investors
Capital World Investors
California
$41.8M $0 1 0.01% Maintained
137
BlackRock Japan
BlackRock Japan
Japan
$41.4M +$738K 4 0.15% Increased
138
SCM
Shapiro Capital Management
Georgia
$40.9M +$21.3M 1 1.19% Increased
139
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$39.7M +$7.84M 1 0.51% Increased
140
CBOA
Commonwealth Bank of Australia
Australia
$38.7M +$186K 4 0.5% Increased
141
KeyBank National Association
KeyBank National Association
Ohio
$38.5M -$8.34M 4 0.26% Reduced
142
TEC
Tiger Eye Capital
Tennessee
$38.4M +$37.1M 1 3.98% New
143
Evercore Wealth Management
Evercore Wealth Management
New York
$38.2M -$283K 4 1.77% Reduced
144
GIM
GCA Investment Management
New York
$38M +$37.6M 3 12.47% New
145
Citigroup
Citigroup
New York
$37.1M +$5.34M 11 0.04% Increased
146
FQ
First Quadrant
California
$36.5M +$16.6M 3 0.8% Increased
147
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.4M -$1.38M 11 0.03% Reduced
148
Point72 Asset Management
Point72 Asset Management
Connecticut
$35.7M -$17.4M 1 0.29% Reduced
149
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$35M -$670K 11 0.04% Reduced
150
UBS Group
UBS Group
Switzerland
$34.9M +$1.94M 11 0.02% Increased