← 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
Canada Life
Canada Life
Manitoba, Canada
$56.7M +$4.48M 11 0.12% Increased
152
NSCM
New South Capital Management
Tennessee
$56.6M -$649K 1 1.59% Reduced
153
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$56.1M -$29.2M 4 0.42% Reduced
154
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$54.8M -$3.07M 6 0.21% Reduced
155
Jennison Associates
Jennison Associates
New York
$54.8M -$19.6M 2 0.06% Reduced
156
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$54.6M $0 1 1.31% Maintained
157
WM
Wishbone Management
Illinois
$53.9M +$54.9M 1 12.4% New
158
Envestnet Asset Management
Envestnet Asset Management
Illinois
$53.3M +$3.73M 8 0.06% Increased
159
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$53.1M +$3.08M 4 1% Increased
160
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$53M -$243K 4 0.13% Reduced
161
Silvercrest Asset Management
Silvercrest Asset Management
New York
$52.8M -$213K 4 0.41% Reduced
162
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$52.7M -$2.23M 10 0.05% Reduced
163
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$52.4M -$877K 1 0.6% Reduced
164
Candriam SCA
Candriam SCA
Luxembourg
$52.4M +$7.7M 3 0.56% Increased
165
VM
Valinor Management
New York
$52.3M +$1.51M 1 3.49% Increased
166
MC
MIG Capital
California
$52.2M +$4.95M 1 5.71% Increased
167
Epoch Investment Partners
Epoch Investment Partners
New York
$51.8M -$496K 1 0.22% Reduced
168
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$50.2M -$12M 10 0.39% Reduced
169
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$50.2M -$1.21M 1 1.46% Reduced
170
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$49.3M -$4.7M 7 0.14% Reduced
171
HCM
Hahn Capital Management
California
$48.5M -$1.01M 2 6.25% Reduced
172
Boston Trust Walden
Boston Trust Walden
Massachusetts
$48.1M +$1.1M 4 0.56% Increased
173
Mirova US
Mirova US
Massachusetts
$47.8M +$46.7M 2 6.48% New
174
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$47.8M +$108K 3 0.21% Increased
175
Scout Investments
Scout Investments
Missouri
$47.7M -$4.92M 2 0.92% Reduced