← 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
Madison Asset Management
Madison Asset Management
Wisconsin
$88.8M +$2.32M 1 1.2% Increased
152
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$88.8M -$198M 5 0.12% Reduced
153
CAM
Cacti Asset Management
Georgia
$87.5M $0 1 7.05% Maintained
154
Canada Life
Canada Life
Manitoba, Canada
$87.2M -$8.36M 11 0.2% Reduced
155
Vontobel Holding
Vontobel Holding
Switzerland
$86.2M +$7.1M 6 0.75% Increased
156
Adage Capital Partners
Adage Capital Partners
Massachusetts
$85M +$20.2M 4 0.17% Increased
157
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$84.9M +$2.06M 2 2.08% Increased
158
Geneva Capital Management
Geneva Capital Management
Wisconsin
$82.3M +$8.66M 2 1.34% Increased
159
Renaissance Technologies
Renaissance Technologies
New York
$82.2M -$29.4M 10 0.1% Reduced
160
Natixis Advisors
Natixis Advisors
Massachusetts
$80.7M +$8.38M 4 0.38% Increased
161
EULAV Asset Management
EULAV Asset Management
Florida
$78.9M -$1.77K 1 2.08% Reduced
162
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$78.7M -$1.49M 2 1.17% Reduced
163
AAM
Ardevora Asset Management
United Kingdom
$76.2M +$10.4M 1 0.96% Increased
164
Truist Financial
Truist Financial
North Carolina
$75.7M -$6.3M 7 0.12% Reduced
165
Royal London Asset Management
Royal London Asset Management
United Kingdom
$73.6M +$3.76M 4 0.3% Increased
166
Munro Partners
Munro Partners
Australia
$73.6M +$59.3M 1 2.54% Increased
167
Quilter Plc
Quilter Plc
United Kingdom
$72.1M +$2.12M 2 2.07% Increased
168
APG Asset Management
APG Asset Management
Netherlands
$69.7M -$5.34M 2 0.12% Reduced
169
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$69.1M +$17.4M 3 0.11% Increased
170
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$68.4M -$1.73M 7 0.08% Reduced
171
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$66.9M -$3.03M 1 0.95% Reduced
172
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$65.7M +$3.71M 9 0.22% Increased
173
TIM
Triodos Investment Management
Netherlands
$65.5M +$1.99M 4 8.78% Increased
174
SEI Investments
SEI Investments
Pennsylvania
$63.9M +$5.31M 9 0.14% Increased
175
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$63.7M +$7.5M 10 0.23% Increased