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 |
Geode Capital Management
Boston,
Massachusetts
| $291M | +$3.7M | 11 | 0.17% | Increased |
|
| 27 |
BlackRock Group
London,
United Kingdom
| $277M | +$4.39M | 10 | 0.15% | Increased |
|
| 28 |
Third Point
New York
| $275M | +$48.6M | 1 | 2.54% | Increased |
|
| 29 |
Capital Research Global Investors
Los Angeles,
California
| $272M | +$39.5M | 1 | 0.09% | Increased |
|
| 30 |
Select Equity Group
New York
| $256M | +$55.7M | 1 | 2.33% | Increased |
|
| 31 |
Principal Financial Group
Des Moines,
Iowa
| $250M | +$56.7M | 7 | 0.37% | Increased |
|
| 32 |
Swedbank
Stockholm,
Sweden
| $230M | -$433K | 1 | 1.79% | Reduced |
|
| 33 |
Jennison Associates
New York
| $220M | -$2.83M | 1 | 0.2% | Reduced |
|
| 34 |
Impax Asset Management (UK)
London,
United Kingdom
| $220M | +$20.7M | 6 | 14.48% | Increased |
|
| 35 |
AKRE Capital Management
Middleburg,
Virginia
| $215M | +$17.1M | 1 | 5.46% | Increased |
|
| 36 |
GAMCO Investors
Greenwich,
Connecticut
| $215M | +$864K | 7 | 1.13% | Increased |
|
| 37 |
Citadel Advisors
Miami,
Florida
| $207M | +$44.3M | 10 | 0.2% | Increased |
|
| 38 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| $204M | -$11M | 4 | 1.71% | Reduced |
|
| 39 |
Gabelli Funds
Rye,
New York
| $184M | -$408K | 7 | 0.94% | Reduced |
|
| 40 |
Ruane, Cunniff & Goldfarb
New York
| $181M | +$1.39M | 2 | 0.86% | Increased |
|
| 41 |
Wells Fargo
San Francisco,
California
| $174M | +$32.9M | 11 | 0.07% | Increased |
|
| 42 |
EARNEST Partners
Atlanta,
Georgia
| $167M | +$77.2M | 2 | 1.44% | Increased |
|
| 43 |
Ameriprise
Minneapolis,
Minnesota
| $166M | -$7.89M | 10 | 0.1% | Reduced |
|
| 44 |
FC
Fairpointe Capital
Chicago,
Illinois
| $161M | -$242K | 1 | 2.12% | Reduced |
|
| 45 |
Goldman Sachs
New York
| $161M | +$71.5M | 8 | 0.05% | Increased |
|
| 46 |
Fidelity International
Hamilton,
Bermuda
| $157M | +$119M | 3 | 0.51% | Increased |
|
| 47 |
Janus Henderson Investors US
Denver,
Colorado
| $151M | -$43.2M | 4 | 0.12% | Reduced |
|
| 48 |
New York State Common Retirement Fund
Albany,
New York
| $149M | +$11.6M | 7 | 0.22% | Increased |
|
| 49 |
D.E. Shaw & Co
New York
| $148M | -$13.8M | 6 | 0.23% | Reduced |
|
| 50 |
IC
Inverness Counsel
New York
| $138M | -$2.01M | 1 | 10.17% | Reduced |
|