← 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
Country Trust Bank
Country Trust Bank
Illinois
$34.7M -$570K 1 1.5% Reduced
202
US Bancorp
US Bancorp
Minnesota
$34.7M +$262K 11 0.09% Increased
203
Davenport & Co
Davenport & Co
Virginia
$33.8M +$7.82M 1 0.4% Increased
204
SEI Investments
SEI Investments
Pennsylvania
$33.5M +$4.3M 5 0.09% Increased
205
William Blair & Company
William Blair & Company
Illinois
$33.2M +$54.2K 3 0.19% Increased
206
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$32.7M +$1.49M 6 0.51% Increased
207
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$32.6M +$17.6M 5 0.44% Increased
208
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$32.3M +$1.56M 2 1.66% Increased
209
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$31.9M +$2.24M 12 0.06% Increased
210
Arizona State Retirement System
Arizona State Retirement System
Arizona
$31.8M -$1.26M 5 0.39% Reduced
211
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$31.7M +$19.6M 3 0.09% Increased
212
AIG
American International Group
New York
$31.3M +$409K 12 0.13% Increased
213
Macquarie Group
Macquarie Group
Australia
$30.7M +$242K 5 0.05% Increased
214
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$30.4M -$59.5M 4 0.19% Reduced
215
Gotham Asset Management
Gotham Asset Management
New York
$29.9M +$17.2M 4 0.53% Increased
216
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$29.9M +$13.9M 4 0.06% Increased
217
D.E. Shaw & Co
D.E. Shaw & Co
New York
$29.9M -$713K 9 0.04% Reduced
218
NPIC
Neumeier Poma Investment Counsel
California
$29.4M +$13.3M 1 2.46% Increased
219
AAM
ACK Asset Management
Connecticut
$29.3M +$3.31M 1 8.25% Increased
220
PGGM Investments
PGGM Investments
Netherlands
$29.2M $0 1 0.14% Maintained
221
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$29.1M +$396K 2 2.27% Increased
222
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$29.1M +$754K 2 1.83% Increased
223
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$29M +$1.32M 3 0.38% Increased
224
Braun Stacey Associates
Braun Stacey Associates
New York
$28.9M -$351K 2 1.82% Reduced
225
Railway Pension Investments
Railway Pension Investments
United Kingdom
$28.4M -$879K 1 0.35% Reduced