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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
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$283M +$19M 6 14.09% Increased
27
Swedbank
Swedbank
Sweden
$279M +$53.8M 1 2.36% Increased
28
Harding Loevner
Harding Loevner
New Jersey
$279M -$2.15M 1 2.19% Reduced
29
VOYA Investment Management
VOYA Investment Management
Georgia
$278M -$33.7M 10 0.68% Reduced
30
Neuberger Berman Group
Neuberger Berman Group
New York
$267M -$32.3M 7 0.37% Reduced
31
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$258M -$25.7M 2 2.46% Reduced
32
AKRE Capital Management
AKRE Capital Management
Virginia
$256M +$32.8M 1 5.15% Increased
33
Fidelity International
Fidelity International
Bermuda
$253M +$29M 2 0.81% Increased
34
GAMCO Investors
GAMCO Investors
Connecticut
$251M -$4.47M 7 1.66% Reduced
35
Ameriprise
Ameriprise
Minnesota
$237M -$6.05M 11 0.14% Reduced
36
Wells Fargo
Wells Fargo
California
$237M +$5.83M 11 0.09% Increased
37
Jennison Associates
Jennison Associates
New York
$232M +$5.62M 2 0.25% Increased
38
AllianceBernstein
AllianceBernstein
Tennessee
$223M -$65.5M 10 0.19% Reduced
39
Bank of America
Bank of America
North Carolina
$220M +$10.7M 11 0.05% Increased
40
Gabelli Funds
Gabelli Funds
New York
$215M +$39.2K 7 1.27% Increased
41
Victory Capital Management
Victory Capital Management
Texas
$196M +$15.2M 8 0.79% Increased
42
Royce & Associates
Royce & Associates
New York
$173M -$4.86M 7 1.14% Reduced
43
Boston Partners
Boston Partners
Massachusetts
$172M +$161M 1 0.25% Increased
44
EARNEST Partners
EARNEST Partners
Georgia
$170M -$2.49M 2 1.84% Reduced
45
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$168M -$4.56M 3 1.65% Reduced
46
Wellington Management Group
Wellington Management Group
Massachusetts
$165M +$27M 4 0.04% Increased
47
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$161M +$14.3M 10 0.24% Increased
48
AQR Capital Management
AQR Capital Management
Connecticut
$146M +$11.5M 8 0.26% Increased
49
Legal & General Group
Legal & General Group
United Kingdom
$144M +$2.76M 10 0.15% Increased
50
Charles Schwab
Charles Schwab
California
$141M +$3.41M 10 0.18% Increased