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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
Swiss National Bank
Swiss National Bank
Switzerland
$333M -$7.69M 11 0.24% Reduced
52
VOYA Investment Management
VOYA Investment Management
Georgia
$297M -$35.7M 11 0.6% Reduced
53
Federated Hermes
Federated Hermes
Pennsylvania
$289M -$3.44M 8 0.59% Reduced
54
Flossbach Von Storch
Flossbach Von Storch
Germany
$286M +$111M 1 1.17% Increased
55
Stockbridge Partners
Stockbridge Partners
Massachusetts
$285M -$47.6M 1 6.63% Reduced
56
Fidelity International
Fidelity International
Bermuda
$267M -$20.3M 5 0.33% Reduced
57
Credit Suisse
Credit Suisse
Switzerland
$265M +$38.6M 11 0.13% Increased
58
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$262M -$31.3M 3 0.17% Reduced
59
IC
Inverness Counsel
New York
$260M -$5.32M 1 10.64% Reduced
60
Durable Capital Partners
Durable Capital Partners
Maryland
$242M -$34.3M 1 2.15% Reduced
61
Barclays
Barclays
United Kingdom
$242M -$33.2M 12 0.13% Reduced
62
Artisan Partners
Artisan Partners
Wisconsin
$241M -$22.8M 2 0.29% Reduced
63
Gabelli Funds
Gabelli Funds
New York
$234M -$19.8M 7 1.67% Reduced
64
DF Dent & Co
DF Dent & Co
Maryland
$232M -$15.7M 2 2.7% Reduced
65
Ameriprise
Ameriprise
Minnesota
$231M -$4.66M 12 0.08% Reduced
66
California Public Employees Retirement System
California Public Employees Retirement System
California
$227M +$8.98M 12 0.18% Increased
67
GAMCO Investors
GAMCO Investors
Connecticut
$225M -$9.14M 7 2.1% Reduced
68
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$223M +$108M 4 0.48% Increased
69
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$215M -$6.73M 12 0.24% Reduced
70
Neuberger Berman Group
Neuberger Berman Group
New York
$205M -$8.39M 5 0.21% Reduced
71
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$191M -$87.4M 1 0.66% Reduced
72
Beck Mack & Oliver
Beck Mack & Oliver
New York
$190M -$11.4M 2 6.3% Reduced
73
Harding Loevner
Harding Loevner
New Jersey
$187M -$299M 1 0.77% Reduced
74
ACM
Atlanta Capital Management
Georgia
$186M +$5.76M 1 0.67% Increased
75
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$185M +$981K 12 0.25% Increased