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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
Deutsche Bank
Deutsche Bank
Germany
$260M -$38.6M 12 0.2% Reduced
52
Durable Capital Partners
Durable Capital Partners
Maryland
$254M +$54M 1 3.16% Increased
53
Bank of Montreal
Bank of Montreal
Ontario, Canada
$247M +$12.8M 12 0.23% Increased
54
IC
Inverness Counsel
New York
$239M -$17.8M 1 11.91% Reduced
55
Federated Hermes
Federated Hermes
Pennsylvania
$235M +$40M 8 0.58% Increased
56
Nordea Investment Management
Nordea Investment Management
Sweden
$227M +$117M 4 0.24% Increased
57
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$223M -$72.3M 1 0.87% Reduced
58
Fidelity International
Fidelity International
Bermuda
$216M +$46M 6 0.29% Increased
59
DF Dent & Co
DF Dent & Co
Maryland
$216M +$3.57M 1 3.26% Increased
60
Stockbridge Partners
Stockbridge Partners
Massachusetts
$202M $0 1 6.33% Maintained
61
Barclays
Barclays
United Kingdom
$199M +$37.8M 12 0.15% Increased
62
Neuberger Berman Group
Neuberger Berman Group
New York
$196M +$6.99M 5 0.24% Increased
63
Ameriprise
Ameriprise
Minnesota
$194M +$5.06M 12 0.08% Increased
64
Gabelli Funds
Gabelli Funds
New York
$193M +$1.78M 7 1.58% Increased
65
Putnam Investments
Putnam Investments
Massachusetts
$187M -$3.44M 2 0.4% Reduced
66
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$186M -$10.8M 12 0.24% Reduced
67
GAMCO Investors
GAMCO Investors
Connecticut
$181M -$17.6M 7 2.06% Reduced
68
CI Investments Inc
CI Investments Inc
Ontario, Canada
$179M -$23.3M 3 0.96% Reduced
69
Ninety One (UK)
Ninety One (UK)
United Kingdom
$177M +$14.4M 1 0.63% Increased
70
Beck Mack & Oliver
Beck Mack & Oliver
New York
$176M -$1.56M 2 6.55% Reduced
71
First Trust Advisors
First Trust Advisors
Illinois
$173M +$22.4M 11 0.3% Increased
72
Janus Henderson Group
Janus Henderson Group
$171M +$15.5M 4 0.1% Increased
73
California Public Employees Retirement System
California Public Employees Retirement System
California
$168M -$206K 12 0.17% Reduced
74
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$167M +$36.8M 2 2.38% Increased
75
Credit Suisse
Credit Suisse
Switzerland
$159M +$4.8M 10 0.11% Increased