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 |
Citadel Advisors
Miami,
Florida
| $283M | +$88M | 10 | 0.25% | Increased |
|
| 27 |
BlackRock Group
London,
United Kingdom
| $276M | +$2.05M | 10 | 0.15% | Increased |
|
| 28 |
Third Point
New York
| $259M | -$17.3M | 1 | 2.42% | Reduced |
|
| 29 |
VOYA Investment Management
Atlanta,
Georgia
| $253M | -$60.9M | 10 | 0.58% | Reduced |
|
| 30 |
Royce & Associates
New York
| $251M | -$39.5M | 7 | 1.06% | Reduced |
|
| 31 |
Capital Research Global Investors
Los Angeles,
California
| $251M | +$6.31M | 1 | 0.08% | Increased |
|
| 32 |
Swedbank
Stockholm,
Sweden
| $238M | +$7.07M | 1 | 1.75% | Increased |
|
| 33 |
GAMCO Investors
Greenwich,
Connecticut
| $233M | +$14.8M | 7 | 1.26% | Increased |
|
| 34 |
Select Equity Group
New York
| $230M | -$15.2M | 1 | 2.1% | Reduced |
|
| 35 |
Goldman Sachs
New York
| $224M | +$77.2M | 8 | 0.07% | Increased |
|
| 36 |
Impax Asset Management (UK)
London,
United Kingdom
| $220M | +$188K | 6 | 13.84% | Increased |
|
| 37 |
AKRE Capital Management
Middleburg,
Virginia
| $220M | +$4.15M | 1 | 5.3% | Increased |
|
| 38 |
Jennison Associates
New York
| $215M | -$5.49M | 3 | 0.2% | Reduced |
|
| 39 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| $185M | -$9.1M | 3 | 1.59% | Reduced |
|
| 40 |
Gabelli Funds
Rye,
New York
| $181M | +$1.41M | 7 | 0.95% | Increased |
|
| 41 |
EARNEST Partners
Atlanta,
Georgia
| $166M | +$20.7M | 2 | 1.45% | Increased |
|
| 42 |
Wells Fargo
San Francisco,
California
| $165M | +$2.75M | 11 | 0.06% | Increased |
|
| 43 |
Janus Henderson Investors US
Denver,
Colorado
| $164M | +$11.9M | 4 | 0.13% | Increased |
|
| 44 |
Fidelity International
Hamilton,
Bermuda
| $163M | +$22.4M | 3 | 0.52% | Increased |
|
| 45 |
Ruane, Cunniff & Goldfarb
New York
| $163M | +$152K | 2 | 0.78% | Increased |
|
| 46 |
FC
Fairpointe Capital
Chicago,
Illinois
| $159M | -$10.8M | 1 | 2.22% | Reduced |
|
| 47 |
Wellington Management Group
Boston,
Massachusetts
| $149M | +$30.6M | 5 | 0.04% | Increased |
|
| 48 |
D.E. Shaw & Co
New York
| $141M | -$3.94M | 7 | 0.21% | Reduced |
|
| 49 |
IC
Inverness Counsel
New York
| $138M | -$503K | 1 | 10% | Reduced |
|
| 50 |
New York State Common Retirement Fund
Albany,
New York
| $136M | -$6.95M | 11 | 0.2% | Reduced |
|