← 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
151
Baird Financial Group
Baird Financial Group
Wisconsin
$89M +$21.2M 10 0.12% Increased
152
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$87.8M +$2.63M 6 0.13% Increased
153
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$87.7M -$2.73M 12 0.15% Reduced
154
LCI
L1 Capital International
Australia
$87.2M -$2.69M 1 5.11% Reduced
155
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$85.4M -$5.48M 10 0.16% Reduced
156
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$84.5M -$1.86M 5 0.8% Reduced
157
Canada Life
Canada Life
Manitoba, Canada
$84.4M -$5M 10 0.13% Reduced
158
Voloridge Investment Management
Voloridge Investment Management
Florida
$83M -$147M 5 0.35% Reduced
159
Parnassus Investments
Parnassus Investments
California
$81.6M +$17.9M 1 0.22% Increased
160
OpenArc Corporate Advisory
OpenArc Corporate Advisory
Georgia
$81.6M -$24.1M 1 0.97% Reduced
161
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$81.3M +$4.35M 3 0.96% Increased
162
Select Equity Group
Select Equity Group
New York
$81.2M +$36.1M 4 0.4% Increased
163
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$81M +$6.21M 1 0.23% Increased
164
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$80.7M -$3.52M 7 0.18% Reduced
165
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$80.5M -$19.3M 8 0.23% Reduced
166
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$80.4M -$1.64M 13 0.04% Reduced
167
Emerald Advisers
Emerald Advisers
Pennsylvania
$79.9M +$15.5M 1 1.88% Increased
168
Needham Investment Management
Needham Investment Management
New York
$78.7M +$34M 4 2.37% Increased
169
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$78M +$3.84M 2 0.39% Increased
170
Davenport & Co
Davenport & Co
Virginia
$77.9M -$1.47M 3 0.38% Reduced
171
M
Mirova
France
$77.9M +$1.31M 5 2.88% Increased
172
Alyeska Investment Group
Alyeska Investment Group
Illinois
$77.2M +$36.2M 3 0.2% Increased
173
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$76.3M -$4.19M 7 0.2% Reduced
174
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$75.4M +$12.4M 8 0.24% Increased
175
HCC
Hill City Capital
Massachusetts
$75.3M +$15.7M 1 1.76% Increased