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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
American Century Companies
American Century Companies
Missouri
$403M +$3.14M 4 0.46% Increased
27
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$392M -$17.3M 12 0.31% Reduced
28
Bank of America
Bank of America
North Carolina
$367M -$18.8M 12 0.06% Reduced
29
Artisan Partners
Artisan Partners
Wisconsin
$366M +$9.9M 2 0.83% Increased
30
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$366M -$1.11M 1 4.03% Reduced
31
Wellington Management Group
Wellington Management Group
Massachusetts
$300M -$25.1M 5 0.08% Reduced
32
Charles Schwab
Charles Schwab
California
$300M +$3.23M 12 0.23% Increased
33
Citadel Advisors
Citadel Advisors
Florida
$295M +$91.1M 10 0.16% Increased
34
Ameriprise
Ameriprise
Minnesota
$279M -$8.9M 11 0.14% Reduced
35
Legal & General Group
Legal & General Group
United Kingdom
$272M +$22.8M 12 0.21% Increased
36
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$262M +$41.9M 8 0.24% Increased
37
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$261M +$91.4M 9 0.33% Increased
38
Allianz Asset Management
Allianz Asset Management
Germany
$253M -$37.6M 7 0.28% Reduced
39
GAMCO Investors
GAMCO Investors
Connecticut
$252M -$16.9M 7 2.13% Reduced
40
CI Investments Inc
CI Investments Inc
Ontario, Canada
$249M +$294M 1 1.61% New
41
AC
Alleghany Corporation
New York
$244M $0 1 8.69% Maintained
42
Gabelli Funds
Gabelli Funds
New York
$234M -$5.73M 7 1.6% Reduced
43
Deutsche Bank
Deutsche Bank
Germany
$231M -$115M 12 0.16% Reduced
44
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$227M -$314K 3 2.02% Reduced
45
Select Equity Group
Select Equity Group
New York
$221M +$169M 1 1.67% Increased
46
UBS AM
UBS AM
Illinois
$217M +$1.85M 10 0.19% Increased
47
Janus Henderson Group
Janus Henderson Group
$215M -$144M 4 0.14% Reduced
48
Federated Hermes
Federated Hermes
Pennsylvania
$212M +$31.8M 7 0.58% Increased
49
IC
Inverness Counsel
New York
$199M -$9.18M 1 13.34% Reduced
50
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$187M +$22.3M 4 0.2% Increased