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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
51
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$178M +$371K 11 0.24% Increased
52
Renaissance Technologies
Renaissance Technologies
New York
$174M +$80.6M 9 0.24% Increased
53
EARNEST Partners
EARNEST Partners
Georgia
$171M -$2.81M 2 1.82% Reduced
54
DF Dent & Co
DF Dent & Co
Maryland
$170M -$7.14M 1 4.79% Reduced
55
Guggenheim Capital
Guggenheim Capital
Illinois
$166M +$6.92M 10 0.45% Increased
56
Morgan Stanley
Morgan Stanley
New York
$151M -$8.1M 12 0.05% Reduced
57
IC
Inverness Counsel
New York
$151M -$930K 1 10.53% Reduced
58
Soroban Capital Partners
Soroban Capital Partners
New York
$149M $0 1 0.78% Maintained
59
California Public Employees Retirement System
California Public Employees Retirement System
California
$145M +$18.8M 12 0.24% Increased
60
Swiss National Bank
Swiss National Bank
Switzerland
$142M +$27.6M 9 0.18% Increased
61
Federated Hermes
Federated Hermes
Pennsylvania
$128M +$31.9M 5 0.37% Increased
62
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$128M +$18.4M 4 0.38% Increased
63
Fidelity International
Fidelity International
Bermuda
$127M -$158M 2 0.36% Reduced
64
VFA
Virtus Fund Advisers
Connecticut
$127M -$3.9M 6 1.2% Reduced
65
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$126M +$8.95M 12 0.07% Increased
66
UBS AM
UBS AM
Illinois
$117M +$12.2M 8 0.12% Increased
67
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$117M +$1.17M 3 0.18% Increased
68
Capital World Investors
Capital World Investors
California
$114M -$91.8M 1 0.03% Reduced
69
First Trust Advisors
First Trust Advisors
Illinois
$110M -$22.3M 10 0.3% Reduced
70
STRS Ohio
STRS Ohio
Ohio
$106M +$8.1M 6 0.46% Increased
71
Russell Investments Group
Russell Investments Group
United Kingdom
$101M +$57.4M 8 0.18% Increased
72
Bank of Montreal
Bank of Montreal
Ontario, Canada
$101M -$13.3M 8 0.1% Reduced
73
VOYA Investment Management
VOYA Investment Management
Georgia
$100M +$6.72M 10 0.23% Increased
74
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$98.8M -$22.6M 10 0.15% Reduced
75
Marshall Wace North America
Marshall Wace North America
New York
$98.1M +$97.3M 7 0.77% New