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 |
Neuberger Berman Group
New York
| $289M | -$5.35M | 6 | 0.4% | Reduced |
|
| 27 |
TIAA CREF Investment Management
New York
| $287M | -$27.6M | 11 | 0.22% | Reduced |
|
| 28 |
BlackRock Group
London,
United Kingdom
| $284M | -$214K | 10 | 0.15% | Reduced |
|
| 29 |
AllianceBernstein
Nashville,
Tennessee
| $281M | +$122M | 10 | 0.24% | Increased |
|
| 30 |
Ruane, Cunniff & Goldfarb
New York
| $249M | -$10.7M | 2 | 1.94% | Reduced |
|
| 31 |
Third Point
New York
| $247M | -$17.2M | 1 | 2.27% | Reduced |
|
| 32 |
Impax Asset Management (UK)
London,
United Kingdom
| $246M | +$19.6M | 6 | 13.17% | Increased |
|
| 33 |
Swedbank
Stockholm,
Sweden
| $243M | +$18.6M | 1 | 1.97% | Increased |
|
| 34 |
AKRE Capital Management
Middleburg,
Virginia
| $240M | -$6.58M | 1 | 5.05% | Reduced |
|
| 35 |
Ameriprise
Minneapolis,
Minnesota
| $237M | +$67.4M | 10 | 0.14% | Increased |
|
| 36 |
GAMCO Investors
Greenwich,
Connecticut
| $236M | -$2.96M | 7 | 1.55% | Reduced |
|
| 37 |
Jennison Associates
New York
| $233M | +$372K | 2 | 0.24% | Increased |
|
| 38 |
Wells Fargo
San Francisco,
California
| $215M | +$35M | 11 | 0.09% | Increased |
|
| 39 |
Bank of America
Charlotte,
North Carolina
| $201M | -$4.02M | 11 | 0.05% | Reduced |
|
| 40 |
Fidelity International
Hamilton,
Bermuda
| $199M | -$10.5M | 2 | 0.61% | Reduced |
|
| 41 |
Gabelli Funds
Rye,
New York
| $197M | +$1.24M | 7 | 1.19% | Increased |
|
| 42 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| $179M | -$512K | 3 | 1.78% | Reduced |
|
| 43 |
Royce & Associates
New York
| $169M | -$14.2M | 7 | 1.07% | Reduced |
|
| 44 |
Victory Capital Management
San Antonio,
Texas
| $162M | +$27M | 8 | 0.67% | Increased |
|
| 45 |
EARNEST Partners
Atlanta,
Georgia
| $158M | -$2.19M | 2 | 1.66% | Reduced |
|
| 46 |
Citadel Advisors
Miami,
Florida
| $152M | -$31.9M | 6 | 0.19% | Reduced |
|
| 47 |
AC
Alleghany Corporation
New York
| $151M | +$25.8M | 1 | 5.56% | Increased |
|
| 48 |
Bank of Montreal
Toronto,
Ontario, Canada
| $149M | +$15M | 8 | 0.16% | Increased |
|
| 49 |
IC
Inverness Counsel
New York
| $147M | +$558K | 1 | 11.39% | Increased |
|
| 50 |
Prudential Financial
Newark,
New Jersey
| $143M | +$31.6M | 7 | 0.26% | Increased |
|