← 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
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$82.1M -$1.07M 4 0.82% Reduced
127
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$82M $0 1 0.87% Maintained
128
Aperio Group
Aperio Group
California
$81.5M +$2.14M 10 0.28% Increased
129
Eaton Vance Management
Eaton Vance Management
Massachusetts
$81.4M +$4.57M 6 0.15% Increased
130
MPIA
Mountain Pacific Investment Advisers
Idaho
$80.3M -$1.12M 2 6.58% Reduced
131
SDJVC
St. Denis J. Villere & Co
Louisiana
$79.5M -$8.76M 1 5.35% Reduced
132
Evercore Wealth Management
Evercore Wealth Management
New York
$79.3M +$144K 2 1.94% Increased
133
Prudential Financial
Prudential Financial
New Jersey
$77.3M +$5.08M 10 0.14% Increased
134
US Bancorp
US Bancorp
Minnesota
$75.8M +$22.1M 12 0.18% Increased
135
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$74.8M +$54.4M 7 0.35% Increased
136
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$72.9M +$35.6M 1 0.23% Increased
137
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$72.5M +$938K 1 2.03% Increased
138
Swedbank
Swedbank
Sweden
$72M +$8.35M 1 0.25% Increased
139
Sands Capital Management
Sands Capital Management
Virginia
$70.5M -$1.12M 1 0.15% Reduced
140
Russell Investments Group
Russell Investments Group
United Kingdom
$70.4M -$12.9M 12 0.15% Reduced
141
Welch & Forbes
Welch & Forbes
Massachusetts
$69.9M +$1.44M 2 1.51% Increased
142
VIM
Veritas Investment Management
United Kingdom
$68.8M -$149K 1 4.18% Reduced
143
Balyasny Asset Management
Balyasny Asset Management
Illinois
$68.1M +$61.7M 4 0.5% Increased
144
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$67.5M +$3.18M 7 0.49% Increased
145
Millennium Management
Millennium Management
New York
$66.9M -$94.8M 10 0.08% Reduced
146
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$66.3M +$6.03M 12 0.09% Increased
147
EULAV Asset Management
EULAV Asset Management
Florida
$66.3M -$1.66K 1 1.95% Reduced
148
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$65.8M -$586K 7 0.16% Reduced
149
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$65.3M -$1.68M 10 0.08% Reduced
150
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$64.8M +$17.6M 1 0.04% Increased