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 |
STRS Ohio
Columbus,
Ohio
| $132M | +$3.06M | 6 | 0.57% | Increased |
|
| 52 |
Guggenheim Capital
Chicago,
Illinois
| $131M | +$26.3M | 11 | 0.33% | Increased |
|
| 53 |
Prudential Financial
Newark,
New Jersey
| $128M | +$45.1M | 8 | 0.23% | Increased |
|
| 54 |
IC
Inverness Counsel
New York
| $127M | -$4.71M | 1 | 9.79% | Reduced |
|
| 55 |
Gotham Asset Management
New York
| $127M | +$79.3M | 4 | 1.03% | Increased |
|
| 56 |
Legal & General Group
London,
United Kingdom
| $124M | -$1.1M | 10 | 0.15% | Reduced |
|
| 57 |
Beck Mack & Oliver
New York
| $122M | -$6.7M | 1 | 2.96% | Reduced |
|
| 58 |
California Public Employees Retirement System
Sacramento,
California
| $122M | -$4.34M | 11 | 0.17% | Reduced |
|
| 59 |
Allianz Asset Management
Munich,
Germany
| $119M | +$10.2M | 6 | 0.13% | Increased |
|
| 60 |
BKBG
BHF Kleinwort Benson Group
Brussels,
Belgium
| $117M | +$64.4M | 7 | 3.04% | Increased |
|
| 61 |
Manning & Napier Advisors
Fairport,
New York
| $116M | +$51.6M | 2 | 0.51% | Increased |
|
| 62 |
Bank of America
Charlotte,
North Carolina
| $113M | +$5.28M | 11 | 0.04% | Increased |
|
| 63 |
Renaissance Technologies
New York
| $113M | +$25M | 6 | 0.27% | Increased |
|
| 64 |
DAC
Dividend Assets Capital
Ridgeland,
South Carolina
| $111M | +$9.74M | 1 | 2.52% | Increased |
|
| 65 |
Teachers Advisors
New York
| $110M | -$10.6M | 11 | 0.21% | Reduced |
|
| 66 |
DF Dent & Co
Baltimore,
Maryland
| $105M | -$61.9M | 2 | 2.55% | Reduced |
|
| 67 |
Charles Schwab
San Francisco,
California
| $105M | +$9.2M | 11 | 0.16% | Increased |
|
| 68 |
UBS AM
Chicago,
Illinois
| $102M | -$539K | 9 | 0.1% | Reduced |
|
| 69 |
Wellington Management Group
Boston,
Massachusetts
| $98.6M | -$41.4M | 1 | 0.03% | Reduced |
|
| 70 |
Morgan Stanley
New York
| $95.2M | -$4.24M | 11 | 0.03% | Reduced |
|
| 71 |
Axa
Paris,
France
| $94.7M | +$10.7M | 2 | 0.38% | Increased |
|
| 72 |
GTP
Global Thematic Partners
New York
| $88.6M | +$98.7M | 1 | 1.4% | New |
|
| 73 |
Findlay Park Partners
London,
United Kingdom
| $87M | -$103M | 2 | 0.93% | Reduced |
|
| 74 |
EARNEST Partners
Atlanta,
Georgia
| $85.7M | -$417K | 1 | 0.7% | Reduced |
|
| 75 |
Credit Suisse
Zurich,
Switzerland
| $84.8M | -$24.3K | 10 | 0.08% | Reduced |
|