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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
Ameriprise
Ameriprise
Minnesota
$233M -$88.2M 11 0.11% Reduced
52
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$228M +$3.66M 11 0.2% Increased
53
Teachers Advisors
Teachers Advisors
New York
$228M +$14.6M 12 0.28% Increased
54
Swiss National Bank
Swiss National Bank
Switzerland
$222M +$5.76M 10 0.24% Increased
55
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$215M -$862K 12 0.28% Reduced
56
Victory Capital Management
Victory Capital Management
Texas
$203M -$15.2M 8 0.46% Reduced
57
Neuberger Berman Group
Neuberger Berman Group
New York
$196M +$1.01M 6 0.24% Increased
58
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$194M +$6.57M 2 2.6% Increased
59
AC
Alleghany Corporation
New York
$192M -$108M 1 9.11% Reduced
60
LSGA
Lone Star Global Acquisitions
Bermuda
$190M $0 1 43.42% Maintained
61
EARNEST Partners
EARNEST Partners
Georgia
$190M +$1.43M 6 1.81% Increased
62
DF Dent & Co
DF Dent & Co
Maryland
$190M +$5.33M 1 3.76% Increased
63
Putnam Investments
Putnam Investments
Massachusetts
$186M -$3.12M 2 0.43% Reduced
64
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$180M +$3.91M 2 0.35% Increased
65
BP
Berkshire Partners
Massachusetts
$174M $0 1 15.82% Maintained
66
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$169M +$32.4M 3 0.65% Increased
67
Bank of Montreal
Bank of Montreal
Ontario, Canada
$169M +$15.8M 10 0.14% Increased
68
USS Investment Management
USS Investment Management
United Kingdom
$160M -$42.8M 1 1.8% Reduced
69
TD Asset Management
TD Asset Management
Ontario, Canada
$160M -$9.26M 5 0.24% Reduced
70
MVIP
Mar Vista Investment Partners
California
$160M +$11M 1 4.22% Increased
71
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$158M -$61.4M 4 0.53% Reduced
72
Royce & Associates
Royce & Associates
New York
$156M -$24.6M 9 1.32% Reduced
73
Barclays
Barclays
United Kingdom
$154M -$1.05M 12 0.11% Reduced
74
Congress Asset Management
Congress Asset Management
Massachusetts
$152M +$4.02M 2 1.99% Increased
75
Morgan Stanley
Morgan Stanley
New York
$152M -$62.4M 12 0.04% Reduced