← 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
MVIP
Mar Vista Investment Partners
California
$87.3M -$3.55M 1 2.25% Reduced
152
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$86.3M +$1.71M 5 0.12% Increased
153
Welch & Forbes
Welch & Forbes
Massachusetts
$86.3M +$935K 2 1.43% Increased
154
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$86.2M +$5.83M 2 2.11% Increased
155
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$84.9M +$72.9M 7 0.27% Increased
156
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$83.5M -$14.9M 12 0.12% Reduced
157
Citigroup
Citigroup
New York
$82.5M -$31.6M 12 0.05% Reduced
158
CAM
Cacti Asset Management
Georgia
$82.1M -$2.63M 1 6.8% Reduced
159
SDJVC
St. Denis J. Villere & Co
Louisiana
$81.3M -$11M 1 4.73% Reduced
160
Natixis Advisors
Natixis Advisors
Massachusetts
$81.1M +$2.87M 4 0.33% Increased
161
AQR Capital Management
AQR Capital Management
Connecticut
$80.8M +$32.8M 12 0.15% Increased
162
Munro Partners
Munro Partners
Australia
$79.9M +$12.3M 1 2.73% Increased
163
M&G Investment Management
M&G Investment Management
United Kingdom
$79.7M +$26.8M 3 0.19% Increased
164
APG Asset Management
APG Asset Management
Netherlands
$78.2M +$6.13M 3 0.14% Increased
165
Quilter Plc
Quilter Plc
United Kingdom
$77.2M +$3.1M 2 2.15% Increased
166
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$76.1M -$4.87M 2 1.1% Reduced
167
EULAV Asset Management
EULAV Asset Management
Florida
$74.8M $0 1 1.97% Maintained
168
Geneva Capital Management
Geneva Capital Management
Wisconsin
$73.1M -$4.29M 2 1.24% Reduced
169
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$72.6M +$20.9M 11 0.39% Increased
170
DF Dent & Co
DF Dent & Co
Maryland
$70.8M -$138M 2 0.73% Reduced
171
NI
Nuance Investments
Missouri
$70.6M -$66.3M 1 1.29% Reduced
172
Truist Financial
Truist Financial
North Carolina
$70.4M -$5M 7 0.12% Reduced
173
Royal London Asset Management
Royal London Asset Management
United Kingdom
$69.8M -$1.33M 4 0.28% Reduced
174
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$69M -$12.7K 1 0.98% Reduced
175
SEI Investments
SEI Investments
Pennsylvania
$67.9M +$3.96M 9 0.14% Increased