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 |
BlackRock Group
London,
United Kingdom
| $281M | +$1.86M | 10 | 0.15% | Increased |
|
| 27 |
VOYA Investment Management
Atlanta,
Georgia
| $277M | -$35.1M | 10 | 0.68% | Reduced |
|
| 28 |
Third Point
New York
| $275M | -$27.5M | 1 | 2.79% | Reduced |
|
| 29 |
Goldman Sachs
New York
| $257M | +$153M | 8 | 0.08% | Increased |
|
| 30 |
AKRE Capital Management
Middleburg,
Virginia
| $256M | +$162K | 1 | 5.69% | Increased |
|
| 31 |
Ruane, Cunniff & Goldfarb
New York
| $251M | -$4.51M | 2 | 1.43% | Reduced |
|
| 32 |
Jennison Associates
New York
| $238M | +$184K | 1 | 0.23% | Increased |
|
| 33 |
Swedbank
Stockholm,
Sweden
| $233M | +$4.77M | 1 | 1.83% | Increased |
|
| 34 |
GAMCO Investors
Greenwich,
Connecticut
| $216M | -$2.85M | 7 | 1.41% | Reduced |
|
| 35 |
Janus Henderson Investors US
Denver,
Colorado
| $216M | -$2.04M | 4 | 0.18% | Reduced |
|
| 36 |
Impax Asset Management (UK)
London,
United Kingdom
| $209M | -$13.6M | 6 | 13.07% | Reduced |
|
| 37 |
Fidelity International
Hamilton,
Bermuda
| $204M | +$1.02M | 3 | 0.62% | Increased |
|
| 38 |
Bank of America
Charlotte,
North Carolina
| $198M | +$10.4M | 11 | 0.05% | Increased |
|
| 39 |
Citadel Advisors
Miami,
Florida
| $193M | -$38M | 7 | 0.21% | Reduced |
|
| 40 |
Royce & Associates
New York
| $183M | -$26.5M | 7 | 1.09% | Reduced |
|
| 41 |
American Securities
New York
| $181M | +$213M | 1 | 13.78% | New |
|
| 42 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| $179M | -$2.23M | 3 | 1.67% | Reduced |
|
| 43 |
Gabelli Funds
Rye,
New York
| $178M | +$1.3M | 7 | 1.08% | Increased |
|
| 44 |
Wells Fargo
San Francisco,
California
| $166M | +$13.6M | 11 | 0.07% | Increased |
|
| 45 |
Ameriprise
Minneapolis,
Minnesota
| $162M | +$24.5M | 10 | 0.1% | Increased |
|
| 46 |
IC
Inverness Counsel
New York
| $152M | -$1.11M | 1 | 11.5% | Reduced |
|
| 47 |
AllianceBernstein
Nashville,
Tennessee
| $146M | -$8.93M | 10 | 0.12% | Reduced |
|
| 48 |
FC
Fairpointe Capital
Chicago,
Illinois
| $143M | -$11.3M | 1 | 2.58% | Reduced |
|
| 49 |
Legal & General Group
London,
United Kingdom
| $138M | +$1.58M | 11 | 0.16% | Increased |
|
| 50 |
EARNEST Partners
Atlanta,
Georgia
| $137M | -$5.46M | 2 | 1.4% | Reduced |
|