← 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
Baird Financial Group
Baird Financial Group
Wisconsin
$112M +$37.2M 5 0.29% Increased
127
Putnam Investments
Putnam Investments
Massachusetts
$111M +$16.9M 2 0.17% Increased
128
CCLA Investment Management
CCLA Investment Management
United Kingdom
$111M -$41.1M 1 1.35% Reduced
129
Congress Asset Management
Congress Asset Management
Massachusetts
$108M +$2.9M 3 0.91% Increased
130
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$107M +$21.8M 4 0.24% Increased
131
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$106M +$9.53M 6 0.21% Increased
132
CHAM
Clear Harbor Asset Management
Connecticut
$105M -$3.6M 1 12.75% Reduced
133
Artemis Investment Management
Artemis Investment Management
United Kingdom
$105M +$29.4M 2 0.91% Increased
134
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$105M -$5.92M 8 0.22% Reduced
135
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$102M -$5.74M 2 0.37% Reduced
136
Robeco Schweiz
Robeco Schweiz
Switzerland
$101M +$12.3M 3 1.41% Increased
137
Evercore Wealth Management
Evercore Wealth Management
New York
$100M +$731K 3 1.83% Increased
138
Candriam SCA
Candriam SCA
Luxembourg
$99.6M +$11.1M 4 0.68% Increased
139
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$99.3M -$3.6M 12 0.13% Reduced
140
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$98.2M $0 1 0.87% Maintained
141
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$97.5M -$538K 10 0.09% Reduced
142
DZ Bank
DZ Bank
Germany
$97.3M +$22.2M 5 0.15% Increased
143
SDJVC
St. Denis J. Villere & Co
Louisiana
$96.5M -$88.4K 1 5.17% Reduced
144
MPIA
Mountain Pacific Investment Advisers
Idaho
$96.3M -$225K 2 6.08% Reduced
145
VanEck Associates
VanEck Associates
New York
$95.5M +$10M 5 0.23% Increased
146
MVIP
Mar Vista Investment Partners
California
$95.5M -$12.4M 1 2.35% Reduced
147
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$92.7M -$78.5M 5 0.69% Reduced
148
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$90.9M +$11.7M 1 4.76% Increased
149
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$90.5M +$53M 6 0.18% Increased
150
Welch & Forbes
Welch & Forbes
Massachusetts
$89.9M +$874K 2 1.52% Increased