← 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
APG Asset Management
APG Asset Management
Netherlands
$61.1M -$4.98M 2 0.19% Reduced
202
Royal London Asset Management
Royal London Asset Management
United Kingdom
$60.8M -$2.84M 3 0.13% Reduced
203
J. Safra Sarasin Holding
J. Safra Sarasin Holding
$60.5M +$151K 2 1.03% Increased
204
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$60M +$1.25M 9 0.47% Increased
205
Beck Mack & Oliver
Beck Mack & Oliver
New York
$59.6M -$24.9M 3 1.23% Reduced
206
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$59.1M +$24.4M 6 0.1% Increased
207
Creative Planning
Creative Planning
Kansas
$58.8M +$27.2M 11 0.04% Increased
208
Korea Investment Corp
Korea Investment Corp
South Korea
$57.2M -$14.7M 3 0.12% Reduced
209
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$57.1M +$28.4M 3 0.31% Increased
210
Douglas Lane & Associates
Douglas Lane & Associates
New York
$56.7M +$6.07M 1 0.82% Increased
211
William Blair & Company
William Blair & Company
Illinois
$56.5M +$28.7M 5 0.16% Increased
212
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$55.4M -$38.4M 6 0.1% Reduced
213
Swiss Life Asset Management
Swiss Life Asset Management
$55.3M +$7.49M 10 0.27% Increased
214
Danske Bank
Danske Bank
Denmark
$54.8M -$4.22M 4 0.13% Reduced
215
DZ Bank
DZ Bank
Germany
$53.4M -$154M 5 0.05% Reduced
216
IP
Interval Partners
New York
$53.3M +$26M 1 1.4% Increased
217
Chevy Chase Trust
Chevy Chase Trust
Maryland
$53.3M -$3.37M 4 0.15% Reduced
218
CAM
Capco Asset Management
Florida
$53.2M +$14.8M 1 14.51% Increased
219
Tredje AP-fonden
Tredje AP-fonden
Sweden
$53.1M -$120M 3 0.29% Reduced
220
US Bancorp
US Bancorp
Minnesota
$52.5M +$794K 12 0.06% Increased
221
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$52.3M -$61.2M 8 0.03% Reduced
222
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$52M -$376K 2 1.81% Reduced
223
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$51.7M -$34M 3 0.22% Reduced
224
MIM
Meridiem Investment Management
United Kingdom
$51.4M +$55.6M 1 1.31% Increased
225
HCC
Hill City Capital
Massachusetts
$50.7M +$32.5M 1 1.81% Increased