← 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	MSA Mason Street Advisors Milwaukee, Wisconsin	$34.3M	-$5.45M	6	0.28%	Reduced
152	HI Honeywell International Charlotte, North Carolina	$33.9M	-$5.64M	1	0.82%	Reduced
153	Swiss National Bank Zurich, Switzerland	$33.3M	-$1.39M	8	0.13%	Reduced
154	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$33.3M	+$649K	10	0.05%	Increased
155	Evercore Wealth Management New York	$33.3M	-$924K	4	1.86%	Reduced
156	Geneva Capital Management Milwaukee, Wisconsin	$33.2M	-$15.1M	1	0.78%	Reduced
157	Barclays London, United Kingdom	$33.1M	-$6.15M	10	0.04%	Reduced
158	KAM Keeley Asset Management Chicago, Illinois	$32.7M	$0	2	0.56%	Maintained
159	Robeco Schweiz Zurich, Switzerland	$32.6M	-$9.98M	2	2.83%	Reduced
160	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$32.4M	-$11.3M	1	4.01%	Reduced
161	BlackRock Japan Tokyo, Japan	$32.3M	-$1M	5	0.14%	Reduced
162	Janus Henderson Group London,	$32.1M	+$5.37M	3	0.31%	Increased
163	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$31.7M	-$14.3M	7	0.18%	Reduced
164	KeyBank National Association Cleveland, Ohio	$31.1M	-$35.8K	5	0.24%	Reduced
165	Chevy Chase Trust Bethesda, Maryland	$31.1M	-$651K	4	0.22%	Reduced
166	ClearBridge Investments New York	$30.7M	-$237K	4	0.04%	Reduced
167	FIM FourPoints Investment Managers Paris, France	$30.1M	-$424K	1	2.88%	Reduced
168	First Pacific Advisors El Segundo, California	$30M	-$564K	1	0.26%	Reduced
169	Bank of Montreal Toronto, Ontario, Canada	$29.2M	-$537K	7	0.04%	Reduced
170	Appaloosa Management Miami Beach, Florida	$28.8M	-$8.4M	1	0.32%	Reduced
171	Two Sigma Investments New York	$28.2M	-$9.01M	5	0.15%	Reduced
172	Foresters Investment Management New York	$28.2M	+$25.4K	2	0.61%	Increased
173	SCM Sandler Capital Management New York	$28M	+$6.66M	2	0.98%	Increased
174	Canada Life Winnipeg, Manitoba, Canada	$27.7M	-$6.4M	9	0.1%	Reduced
175	Epoch Investment Partners New York	$27.5M	+$953K	1	0.11%	Increased