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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
First Trust Advisors
First Trust Advisors
Illinois
$402M +$48.8M 11 0.44% Increased
52
Stockbridge Partners
Stockbridge Partners
Massachusetts
$364M $0 1 7.74% Maintained
53
Durable Capital Partners
Durable Capital Partners
Maryland
$362M +$84.5M 1 2.67% Increased
54
Barclays
Barclays
United Kingdom
$349M +$23.6M 12 0.17% Increased
55
Credit Suisse
Credit Suisse
Switzerland
$346M -$2.46M 11 0.18% Reduced
56
Citadel Advisors
Citadel Advisors
Florida
$339M +$82.7M 10 0.08% Increased
57
Artisan Partners
Artisan Partners
Wisconsin
$327M +$236M 2 0.39% Increased
58
Wellington Management Group
Wellington Management Group
Massachusetts
$284M +$35.8M 9 0.05% Increased
59
Ameriprise
Ameriprise
Minnesota
$278M -$183K 12 0.09% Reduced
60
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$276M -$15.7M 4 0.16% Reduced
61
ACM
Atlanta Capital Management
Georgia
$265M +$57.5M 2 0.91% Increased
62
Nordea Investment Management
Nordea Investment Management
Sweden
$263M +$23.1M 6 0.35% Increased
63
Findlay Park Partners
Findlay Park Partners
United Kingdom
$248M -$6.14M 1 1.69% Reduced
64
IC
Inverness Counsel
New York
$244M -$4.19M 1 8.9% Reduced
65
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$240M +$1.24M 12 0.25% Increased
66
GAMCO Investors
GAMCO Investors
Connecticut
$239M -$5.67M 7 2.03% Reduced
67
Gabelli Funds
Gabelli Funds
New York
$234M -$11.6M 8 1.49% Reduced
68
California Public Employees Retirement System
California Public Employees Retirement System
California
$226M -$22M 8 0.17% Reduced
69
Raymond James & Associates
Raymond James & Associates
Florida
$225M +$77.2M 9 0.2% Increased
70
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$224M +$28.9M 1 0.11% Increased
71
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$223M +$114M 10 0.62% Increased
72
KBC Group
KBC Group
Belgium
$212M -$11.2M 9 0.76% Reduced
73
Ninety One (UK)
Ninety One (UK)
United Kingdom
$211M +$4.41M 1 0.55% Increased
74
Neuberger Berman Group
Neuberger Berman Group
New York
$211M -$3.27M 5 0.18% Reduced
75
Swedbank
Swedbank
Sweden
$211M -$39.9M 4 0.4% Reduced