← 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
201
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$24.9M $0 1 0.87% Maintained
202
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$24.8M +$6.83M 2 1.81% Increased
203
SIC
Schwartz Investment Counsel
Michigan
$24.5M $0 1 1.51% Maintained
204
PGGM Investments
PGGM Investments
Netherlands
$24.5M +$692K 1 0.14% Increased
205
Arizona State Retirement System
Arizona State Retirement System
Arizona
$24.3M -$2.45M 5 0.31% Reduced
206
Scout Investments
Scout Investments
Missouri
$24M +$2.32M 1 0.6% Increased
207
Balyasny Asset Management
Balyasny Asset Management
Illinois
$24M -$16.1M 5 0.17% Reduced
208
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$23.8M +$6.62M 2 1.71% Increased
209
Comerica Bank
Comerica Bank
Texas
$23.7M -$2.63M 5 0.2% Reduced
210
Country Trust Bank
Country Trust Bank
Illinois
$23.3M +$2.41M 1 1.16% Increased
211
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$22.8M +$359K 4 0.17% Increased
212
Davenport & Co
Davenport & Co
Virginia
$22.7M -$280K 1 0.31% Reduced
213
ACI
AMP Capital Investors
Australia
$22.3M -$1.18M 4 0.14% Reduced
214
Kennedy Capital Management
Kennedy Capital Management
Missouri
$22M -$702K 4 0.55% Reduced
215
AIA
AGF Investments America
Ontario, Canada
$21.6M +$1.05M 2 8.75% Increased
216
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$21.4M $0 3 0.12% Maintained
217
USAA
United Services Automobile Association
Texas
$21.3M +$768K 8 0.06% Increased
218
William Blair & Company
William Blair & Company
Illinois
$21.2M +$4.63M 5 0.15% Increased
219
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$20.9M -$5.19M 1 1.61% Reduced
220
First Merchants Corp
First Merchants Corp
Indiana
$20.7M -$21.7K 1 3.97% Reduced
221
Braun Stacey Associates
Braun Stacey Associates
New York
$20.6M +$12.8M 2 1.63% Increased
222
GTP
Global Thematic Partners
New York
$20.6M -$2.69M 1 1.12% Reduced
223
Trillium Asset Management
Trillium Asset Management
Massachusetts
$20.5M -$500K 1 1.19% Reduced
224
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$20.3M +$16.2M 4 0.31% Increased
225
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$20.3M -$5.06M 4 0.05% Reduced