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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
26
Jennison Associates
Jennison Associates
New York
$202M +$200M 2 0.23% New
27
Geode Capital Management
Geode Capital Management
Massachusetts
$197M +$195M 10 0.17% New
28
DF Dent & Co
DF Dent & Co
Maryland
$195M +$191M 2 5.56% New
29
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$195M +$192M 1 0.13% New
30
Wellington Management Group
Wellington Management Group
Massachusetts
$193M +$187M 4 0.06% New
31
William Blair & Company
William Blair & Company
Illinois
$192M +$187M 5 0.38% New
32
Harding Loevner
Harding Loevner
New Jersey
$191M +$188M 1 1.85% New
33
BlackRock Group
BlackRock Group
United Kingdom
$181M +$180M 9 0.14% New
34
STRS Ohio
STRS Ohio
Ohio
$169M +$166M 9 0.73% New
35
Deutsche Bank
Deutsche Bank
Germany
$163M +$161M 10 0.13% New
36
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$163M +$160M 3 1.51% New
37
SC
Sasco Capital
Connecticut
$158M +$162M 1 3.23% New
38
Gates Capital Management
Gates Capital Management
New York
$158M +$162M 1 7.24% New
39
GAMCO Investors
GAMCO Investors
Connecticut
$154M +$155M 7 0.97% New
40
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$151M +$148M 4 0.16% New
41
BlackRock Advisors
BlackRock Advisors
Delaware
$150M +$148M 10 0.16% New
42
Bank of America
Bank of America
North Carolina
$141M +$139M 10 0.06% New
43
Gabelli Funds
Gabelli Funds
New York
$138M +$138M 7 0.83% New
44
ACM
Atlanta Capital Management
Georgia
$133M +$129M 1 1.01% New
45
Teachers Advisors
Teachers Advisors
New York
$130M +$128M 10 0.35% New
46
AllianceBernstein
AllianceBernstein
Tennessee
$123M +$121M 10 0.13% New
47
Beck Mack & Oliver
Beck Mack & Oliver
New York
$121M +$119M 1 3.29% New
48
Capital Research Global Investors
Capital Research Global Investors
California
$119M +$115M 1 0.05% New
49
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$118M +$117M 6 0.21% New
50
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$117M +$117M 5 14.08% New