← 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
Ninety One (UK)
Ninety One (UK)
United Kingdom
$31.8M -$94K 1 0.19% Reduced
152
1WCM
12 West Capital Management
New York
$31.7M +$27.2M 1 3.7% New
153
PIM
Platinum Investment Management
Australia
$31.6M -$61.3M 1 0.64% Reduced
154
KBC Group
KBC Group
Belgium
$31.5M -$5.96M 9 1.1% Reduced
155
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$31M -$194K 7 0.18% Reduced
156
OAM
Origin Asset Management
United Kingdom
$30.7M -$606K 1 1.99% Reduced
157
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$30.5M +$8.83M 4 0.17% Increased
158
Barclays
Barclays
United Kingdom
$30.5M +$14.3M 11 0.03% Increased
159
HSBC Holdings
HSBC Holdings
United Kingdom
$30.4M +$6.73M 5 0.06% Increased
160
H
Hexavest
Quebec, Canada
$30.4M +$263K 2 0.46% Increased
161
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$30.3M +$335K 5 0.11% Increased
162
Calamos Advisors
Calamos Advisors
Illinois
$30.2M -$3.54M 1 0.2% Reduced
163
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$30M +$16.8M 5 0.17% Increased
164
WAM
Water Asset Management
New York
$28M +$6.6M 3 13.26% Increased
165
CAM
Cacti Asset Management
Georgia
$27.9M +$6.99M 1 3.37% Increased
166
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$27.9M +$2.88M 4 0.37% Increased
167
Geneva Capital Management
Geneva Capital Management
Wisconsin
$27.6M -$6.68M 1 0.81% Reduced
168
Balyasny Asset Management
Balyasny Asset Management
Illinois
$27.6M -$5.3M 1 0.21% Reduced
169
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$27.6M +$4.22M 3 0.22% Increased
170
R.M. Davis Inc
R.M. Davis Inc
Maine
$27.1M -$463K 2 1.56% Reduced
171
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$26.6M +$26M 3 0.14% Increased
172
KAM
Keeley Asset Management
Illinois
$25.6M $0 2 0.52% Maintained
173
Credit Agricole
Credit Agricole
France
$25.4M +$1.02M 7 0.11% Increased
174
HI
Honeywell International
North Carolina
$25.3M -$11.9M 1 0.59% Reduced
175
Putnam Investments
Putnam Investments
Massachusetts
$25.3M -$1.09M 4 0.05% Reduced