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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
251
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$47.7M +$17.1M 8 0.23% Increased
252
RMCM
Reynders McVeigh Capital Management
Massachusetts
$47.3M +$384K 2 2.51% Increased
253
Resona Asset Management
Resona Asset Management
Japan
$47.3M -$884K 4 0.27% Reduced
254
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$47.2M +$1.87M 7 0.06% Increased
255
Marshall Wace
Marshall Wace
United Kingdom
$46.4M -$10.6M 9 0.06% Reduced
256
Sessa Capital
Sessa Capital
New York
$46.2M +$42.9M 1 1.7% New
257
Baupost Group
Baupost Group
Massachusetts
$45.9M -$29.3M 1 1.31% Reduced
258
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$45.3M -$1.44M 5 0.17% Reduced
259
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$45M +$1.42M 1 0.67% Increased
260
ING Group
ING Group
Netherlands
$44.8M +$26.5M 4 0.26% Increased
261
Meag Munich Ergo
Meag Munich Ergo
Germany
$44.8M +$2M 1 1.41% Increased
262
Nicholas Company
Nicholas Company
Wisconsin
$44.7M +$13.7K 1 0.73% Increased
263
Jennison Associates
Jennison Associates
New York
$44.3M +$9.65M 2 0.03% Increased
264
Los Angeles Capital Management
Los Angeles Capital Management
California
$44.3M -$27.2M 6 0.18% Reduced
265
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$44.2M +$10.6M 5 0.3% Increased
266
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$44.1M -$5.46M 8 0.39% Reduced
267
Woodline Partners
Woodline Partners
California
$43.3M +$34.8M 5 0.36% Increased
268
Trexquant Investment
Trexquant Investment
Connecticut
$43M +$4.17M 6 0.54% Increased
269
Scout Investments
Scout Investments
Missouri
$42.9M +$469K 2 1.13% Increased
270
Empyrean Capital Partners
Empyrean Capital Partners
California
$42.3M -$22.3M 1 1.78% Reduced
271
HP
Hikari Power
Japan
$41.4M $0 1 3.44% Maintained
272
JSC
J. Stern & Co
United Kingdom
$41.1M +$1.92M 1 4.38% Increased
273
Fenimore Asset Management
Fenimore Asset Management
New York
$41.1M +$346K 2 0.83% Increased
274
Arizona State Retirement System
Arizona State Retirement System
Arizona
$41M -$158K 10 0.26% Reduced
275
Epoch Investment Partners
Epoch Investment Partners
New York
$40.8M -$40.9M 1 0.18% Reduced