← 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
176
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$61.9M +$410K 2 3.49% Increased
177
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$61.8M +$23.8M 2 0.8% Increased
178
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$60.4M +$512K 9 0.23% Increased
179
Marshall Wace
Marshall Wace
United Kingdom
$59.2M +$15.9M 5 0.13% Increased
180
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$57.8M -$1.41M 2 0.99% Reduced
181
Nomura Asset Management
Nomura Asset Management
Japan
$57.6M +$4.33M 5 0.33% Increased
182
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$57.1M -$1.67M 2 1.03% Reduced
183
Erste Asset Management
Erste Asset Management
Austria
$56.7M +$2.24M 2 1.2% Increased
184
Covea Finance
Covea Finance
France
$56.6M +$14.6M 2 2.82% Increased
185
MVIP
Mar Vista Investment Partners
California
$53.3M -$4.1M 1 2.39% Reduced
186
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$53.1M +$125K 10 0.23% Increased
187
Davenport & Co
Davenport & Co
Virginia
$51.3M -$361K 3 0.42% Reduced
188
INTECH Investment Management
INTECH Investment Management
Florida
$51.3M +$6.75M 3 0.38% Increased
189
CCM
Compass Capital Management
Minnesota
$50.9M -$1M 1 4.17% Reduced
190
Royce & Associates
Royce & Associates
New York
$50.8M -$4.37M 4 0.53% Reduced
191
Truist Financial
Truist Financial
North Carolina
$50.7M -$1.02M 9 0.09% Reduced
192
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$50M +$479K 4 0.28% Increased
193
Geneva Capital Management
Geneva Capital Management
Wisconsin
$50M -$6.25M 2 1.12% Reduced
194
R.M. Davis Inc
R.M. Davis Inc
Maine
$49.8M +$886K 3 1.34% Increased
195
Asset Management One
Asset Management One
Japan
$48.4M -$1.97M 6 0.24% Reduced
196
AAM
Ardevora Asset Management
United Kingdom
$48.1M -$33M 1 0.82% Reduced
197
Rathbones Group
Rathbones Group
United Kingdom
$47.4M -$4.45M 3 0.53% Reduced
198
PWLP
Prio Wealth Limited Partnership
Massachusetts
$47.2M -$1.04M 3 1.89% Reduced
199
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$47.2M -$2.19M 1 1.61% Reduced
200
Royal London Asset Management
Royal London Asset Management
United Kingdom
$46.9M -$7.71M 5 0.21% Reduced