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 | |
|---|---|---|---|---|---|---|---|
| 51 |
D.E. Shaw & Co
New York
| $127M | -$32.1M | 6 | 0.16% | Reduced |
|
| 52 |
Goldman Sachs
New York
| $125M | -$82.1M | 10 | 0.04% | Reduced |
|
| 53 |
IC
Inverness Counsel
New York
| $124M | -$1.32M | 1 | 9.91% | Reduced |
|
| 54 |
Legal & General Group
London,
United Kingdom
| $124M | -$10.8M | 10 | 0.15% | Reduced |
|
| 55 |
First Trust Advisors
Wheaton,
Illinois
| $121M | +$25.3M | 10 | 0.48% | Increased |
|
| 56 |
Teachers Advisors
New York
| $121M | -$28.7M | 11 | 0.24% | Reduced |
|
| 57 |
Beck Mack & Oliver
New York
| $121M | -$2.02M | 1 | 2.83% | Reduced |
|
| 58 |
Bank of Montreal
Toronto,
Ontario, Canada
| $118M | +$11.6M | 8 | 0.13% | Increased |
|
| 59 |
WBC
Westpac Banking Corp
Sydney,
Australia
| $110M | -$14.5M | 4 | 1.07% | Reduced |
|
| 60 |
Bank of America
Charlotte,
North Carolina
| $109M | +$538K | 11 | 0.04% | Increased |
|
| 61 |
Federated Hermes
Pittsburgh,
Pennsylvania
| $108M | +$7.19M | 8 | 0.35% | Increased |
|
| 62 |
Renaissance Technologies
New York
| $104M | -$59.3M | 5 | 0.28% | Reduced |
|
| 63 |
Morgan Stanley
New York
| $103M | +$6.6M | 11 | 0.04% | Increased |
|
| 64 |
Guggenheim Capital
Chicago,
Illinois
| $103M | +$5.75M | 9 | 0.25% | Increased |
|
| 65 |
Prudential Financial
Newark,
New Jersey
| $102M | -$49.6M | 8 | 0.19% | Reduced |
|
| 66 |
UBS AM
Chicago,
Illinois
| $102M | +$4.22M | 8 | 0.1% | Increased |
|
| 67 |
Citadel Advisors
Miami,
Florida
| $101M | +$15.2M | 7 | 0.11% | Increased |
|
| 68 |
National Rural Electric Cooperative Association
Arlington,
Virginia
| $100M | +$355K | 2 | 1.89% | Increased |
|
| 69 |
Allianz Asset Management
Munich,
Germany
| $100M | +$4.57M | 6 | 0.12% | Increased |
|
| 70 |
American Century Companies
Kansas City,
Missouri
| $98.8M | -$2.91M | 4 | 0.12% | Reduced |
|
| 71 |
DAC
Dividend Assets Capital
Ridgeland,
South Carolina
| $94.6M | +$3.17M | 1 | 2.39% | Increased |
|
| 72 |
Charles Schwab
San Francisco,
California
| $93.1M | +$1.48M | 11 | 0.15% | Increased |
|
| 73 |
Axa
Paris,
France
| $89.2M | -$7.57M | 2 | 0.38% | Reduced |
|
| 74 |
EdgePoint Investment Group
Toronto,
Ontario, Canada
| $87.4M | -$1.24M | 1 | 2.21% | Reduced |
|
| 75 |
Credit Suisse
Zurich,
Switzerland
| $87M | +$4.06M | 10 | 0.07% | Increased |
|