← 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
BlackRock Japan
BlackRock Japan
Japan
$38.7M -$484K 5 0.15% Reduced
152
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.1M -$314K 11 0.05% Reduced
153
CBOA
Commonwealth Bank of Australia
Australia
$36.4M +$29.1M 4 0.49% Increased
154
LCS
Levin Capital Strategies
New York
$35.6M +$35.4M 1 0.53% Increased
155
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$34.2M +$1.3M 6 0.31% Increased
156
Evercore Wealth Management
Evercore Wealth Management
New York
$33.9M -$2.94M 4 1.56% Reduced
157
IAMA
Impax Asset Management (AIFM)
United Kingdom
$33.7M +$5.93M 4 10.94% Increased
158
Credit Agricole
Credit Agricole
France
$32.7M +$596K 8 0.15% Increased
159
AAM
ACK Asset Management
Connecticut
$32.6M +$1.04M 1 10.31% Increased
160
Ninety One (UK)
Ninety One (UK)
United Kingdom
$32.4M +$819K 1 0.19% Increased
161
KeyBank National Association
KeyBank National Association
Ohio
$31.1M +$10.3M 5 0.2% Increased
162
R.M. Davis Inc
R.M. Davis Inc
Maine
$30.5M -$725K 2 1.6% Reduced
163
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$30.5M -$676K 4 0.16% Reduced
164
Capital World Investors
Capital World Investors
California
$30.1M +$28.3M 1 0.01% New
165
MPMG
Minneapolis Portfolio Management Group
Minnesota
$30M -$730K 1 4.42% Reduced
166
HI
Honeywell International
North Carolina
$29.7M $0 1 0.7% Maintained
167
Two Sigma Investments
Two Sigma Investments
New York
$29.7M -$43.7M 4 0.14% Reduced
168
Bahl & Gaynor
Bahl & Gaynor
Ohio
$29.6M +$50.8K 1 0.4% Increased
169
CAM
Cacti Asset Management
Georgia
$29.3M +$3.27M 1 3.09% Increased
170
PIM
Platinum Investment Management
Australia
$29.2M $0 1 0.58% Maintained
171
Natixis
Natixis
France
$29M +$25.8M 2 0.4% New
172
Winton Group
Winton Group
United Kingdom
$29M +$7.18M 3 0.23% Increased
173
Marshall Wace
Marshall Wace
United Kingdom
$28.1M +$17.8M 3 0.37% Increased
174
Barclays
Barclays
United Kingdom
$27.9M -$6.79M 11 0.03% Reduced
175
KAM
Keeley Asset Management
Illinois
$27.8M -$251K 2 0.57% Reduced