← 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
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$55.2M $0 1 1.46% Maintained
152
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$53.7M +$5.54M 7 0.17% Increased
153
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$53.3M -$1.08M 4 0.14% Reduced
154
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$53.2M +$6.53M 1 0.63% Increased
155
Natixis Advisors
Natixis Advisors
Massachusetts
$53.2M -$13.5M 5 0.42% Reduced
156
Epoch Investment Partners
Epoch Investment Partners
New York
$53.2M -$27.7M 1 0.24% Reduced
157
Canada Life
Canada Life
Manitoba, Canada
$52.7M -$6.12M 4 0.12% Reduced
158
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$52.3M -$46.8M 1 1.67% Reduced
159
Scout Investments
Scout Investments
Missouri
$52.1M -$13.7M 2 1.04% Reduced
160
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$52.1M +$22.8M 3 0.48% Increased
161
Silvercrest Asset Management
Silvercrest Asset Management
New York
$52M -$35.1M 4 0.43% Reduced
162
VM
Valinor Management
New York
$51.8M +$48.9M 1 3.5% New
163
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$51.7M +$382K 10 0.05% Increased
164
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$50.3M +$210K 3 1% Increased
165
HCM
Hahn Capital Management
California
$50.2M -$7.15M 2 6.68% Reduced
166
Asset Management One
Asset Management One
Japan
$49.6M +$952K 7 0.24% Increased
167
Robeco Schweiz
Robeco Schweiz
Switzerland
$49.5M +$2.66M 3 2.13% Increased
168
Envestnet Asset Management
Envestnet Asset Management
Illinois
$48.6M +$1.08M 8 0.05% Increased
169
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$48.1M +$19.5M 3 0.23% Increased
170
EULAV Asset Management
EULAV Asset Management
Florida
$47.7M +$1.71M 1 1.76% Increased
171
PWLP
Prio Wealth Limited Partnership
Massachusetts
$46.2M +$236K 3 2.11% Increased
172
R.M. Davis Inc
R.M. Davis Inc
Maine
$45.8M -$1.64M 2 1.61% Reduced
173
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$45.3M -$304K 2 0.12% Reduced
174
Candriam SCA
Candriam SCA
Luxembourg
$44.6M +$3.89M 4 0.59% Increased
175
AMF Tjänstepension
AMF Tjänstepension
Sweden
$44.2M -$11.3M 2 0.45% Reduced