← 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
NFA
Nationwide Fund Advisors
Ohio
$45.3M -$2.12M 11 0.2% Reduced
127
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$45M +$41M 4 0.15% Increased
128
KBI Global Investors
KBI Global Investors
Ireland
$44.3M +$44M 5 1.18% New
129
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$44.1M -$19.2M 7 0.09% Reduced
130
GIM
GCA Investment Management
New York
$44M -$1.55M 3 13.81% Reduced
131
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$43.7M -$10.5M 6 0.21% Reduced
132
BAMCO Inc
BAMCO Inc
New York
$43.4M +$5.42K 1 0.23% Increased
133
PCP
P2 Capital Partners
New York
$42.8M +$11.2M 1 7.36% Increased
134
BlackRock Japan
BlackRock Japan
Japan
$42.3M -$782K 4 0.15% Reduced
135
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$41.1M +$20.3M 9 0.28% Increased
136
Caxton Associates (New York)
Caxton Associates (New York)
New York
$41M +$41.4M 3 1.13% New
137
SIM
Sprucegrove Investment Management
Ontario, Canada
$40.7M -$958K 1 1.68% Reduced
138
APG Asset Management
APG Asset Management
Netherlands
$40.3M +$94.8K 4 0.08% Increased
139
AMF Tjänstepension
AMF Tjänstepension
Sweden
$40.1M $0 1 0.52% Maintained
140
IAMA
Impax Asset Management (AIFM)
United Kingdom
$39.9M -$1.5M 3 12.92% Reduced
141
ICM
IronBridge Capital Management
Illinois
$39.2M +$57.7K 1 1.72% Increased
142
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38.8M -$542K 11 0.06% Reduced
143
AT
Alliance Trust
United Kingdom
$37.7M -$1.38M 1 1.74% Reduced
144
CAM
Cacti Asset Management
Georgia
$37.7M +$65.8K 1 4.03% Increased
145
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$37M +$3.73M 3 0.32% Increased
146
Credit Agricole
Credit Agricole
France
$37M -$3.69M 5 0.14% Reduced
147
Epoch Investment Partners
Epoch Investment Partners
New York
$36.8M -$1.85M 1 0.14% Reduced
148
Gotham Asset Management
Gotham Asset Management
New York
$36.7M +$3.1M 5 0.44% Increased
149
Evercore Wealth Management
Evercore Wealth Management
New York
$36M +$394K 6 1.59% Increased
150
UBS Group
UBS Group
Switzerland
$35.4M -$670K 11 0.02% Reduced