← 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
MVIP
Mar Vista Investment Partners
California
$95.9M -$3.95M 1 2.37% Reduced
127
ESCM
Echo Street Capital Management
New York
$95M +$36.7M 1 0.95% Increased
128
US Bancorp
US Bancorp
Minnesota
$94.8M +$6.62M 12 0.2% Increased
129
Congress Asset Management
Congress Asset Management
Massachusetts
$92.5M +$837K 3 0.87% Increased
130
Prudential Financial
Prudential Financial
New Jersey
$92.3M +$2.35M 10 0.16% Increased
131
Renaissance Technologies
Renaissance Technologies
New York
$91.6M -$93.2M 8 0.1% Reduced
132
Storebrand Asset Management
Storebrand Asset Management
Norway
$91.2M +$11.3M 6 0.54% Increased
133
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$90.1M +$548K 1 0.95% Increased
134
MPIA
Mountain Pacific Investment Advisers
Idaho
$88.3M -$3.69M 2 6.31% Reduced
135
Evercore Wealth Management
Evercore Wealth Management
New York
$88.1M +$1.32M 2 1.9% Increased
136
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$86.5M +$5.19M 7 0.53% Increased
137
SDJVC
St. Denis J. Villere & Co
Louisiana
$86.1M -$612K 1 5.2% Reduced
138
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$86M +$774K 1 2.09% Increased
139
Millennium Management
Millennium Management
New York
$83.6M +$6.44M 9 0.06% Increased
140
MIM
Meridiem Investment Management
United Kingdom
$83.6M +$77.2M 1 4.37% New
141
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$81.8M +$13M 3 0.38% Increased
142
Canada Life
Canada Life
Manitoba, Canada
$81M +$8.98M 11 0.15% Increased
143
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$80.2M -$79.5M 6 0.11% Reduced
144
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$80.2M -$660K 10 0.08% Reduced
145
Russell Investments Group
Russell Investments Group
United Kingdom
$80.1M -$2.05M 10 0.16% Reduced
146
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$79.8M +$31.1M 8 0.18% Increased
147
Welch & Forbes
Welch & Forbes
Massachusetts
$79.4M +$2.9M 2 1.55% Increased
148
Robeco Schweiz
Robeco Schweiz
Switzerland
$78.9M -$22.3M 3 1.69% Reduced
149
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$77.2M +$55.5M 4 0.2% Increased
150
ECP
Electron Capital Partners
New York
$76M -$4.54M 1 5.22% Reduced