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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
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$249M +$3.98M 11 0.21% Increased
52
Gabelli Funds
Gabelli Funds
New York
$246M -$13.6M 7 1.58% Reduced
53
Swiss National Bank
Swiss National Bank
Switzerland
$237M -$1.38M 10 0.26% Reduced
54
LSGA
Lone Star Global Acquisitions
Bermuda
$224M $0 1 33.34% Maintained
55
BP
Berkshire Partners
Massachusetts
$222M $0 1 18.33% Maintained
56
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$216M -$8.84M 12 0.27% Reduced
57
Morgan Stanley
Morgan Stanley
New York
$212M +$51.3M 12 0.06% Increased
58
Neuberger Berman Group
Neuberger Berman Group
New York
$203M -$6.85M 6 0.24% Reduced
59
DF Dent & Co
DF Dent & Co
Maryland
$199M -$3.58M 1 3.63% Reduced
60
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$199M +$5.56M 1 0.37% Increased
61
AC
Alleghany Corporation
New York
$193M -$12.1M 1 10.05% Reduced
62
Putnam Investments
Putnam Investments
Massachusetts
$192M -$6.03M 2 0.43% Reduced
63
Barclays
Barclays
United Kingdom
$189M +$22.3M 12 0.12% Increased
64
Citadel Advisors
Citadel Advisors
Florida
$182M -$135M 10 0.08% Reduced
65
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$182M +$288K 3 0.64% Increased
66
Ameriprise
Ameriprise
Minnesota
$181M -$63.6M 11 0.08% Reduced
67
Bank of Montreal
Bank of Montreal
Ontario, Canada
$181M +$236K 12 0.15% Increased
68
First Trust Advisors
First Trust Advisors
Illinois
$173M +$21M 11 0.33% Increased
69
TD Asset Management
TD Asset Management
Ontario, Canada
$171M +$509K 4 0.26% Increased
70
USS Investment Management
USS Investment Management
United Kingdom
$170M $0 1 1.75% Maintained
71
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$168M -$33.1M 2 2.22% Reduced
72
MVIP
Mar Vista Investment Partners
California
$165M -$6.23M 1 4.39% Reduced
73
Congress Asset Management
Congress Asset Management
Massachusetts
$160M -$2.36M 2 2.03% Reduced
74
Beck Mack & Oliver
Beck Mack & Oliver
New York
$154M -$1.16M 2 5.4% Reduced
75
Fidelity International
Fidelity International
Bermuda
$153M +$12.2M 6 0.23% Increased