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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
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$389M +$367K 3 0.91% Increased
52
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$374M -$47M 3 0.46% Reduced
53
Durable Capital Partners
Durable Capital Partners
Maryland
$343M $0 1 2.6% Maintained
54
Barclays
Barclays
United Kingdom
$342M +$6.74M 11 0.15% Increased
55
Credit Suisse
Credit Suisse
Switzerland
$338M -$8.6M 11 0.19% Reduced
56
Nordea Investment Management
Nordea Investment Management
Sweden
$290M +$33.1M 6 0.38% Increased
57
Artisan Partners
Artisan Partners
Wisconsin
$285M -$21.8M 2 0.35% Reduced
58
Stockbridge Partners
Stockbridge Partners
Massachusetts
$285M -$56M 1 5.87% Reduced
59
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$280M +$51.5M 1 0.15% Increased
60
Citadel Advisors
Citadel Advisors
Florida
$278M -$51.1M 8 0.06% Reduced
61
Ninety One (UK)
Ninety One (UK)
United Kingdom
$276M +$67.4M 1 0.71% Increased
62
Wellington Management Group
Wellington Management Group
Massachusetts
$267M -$9.72M 9 0.05% Reduced
63
ACM
Atlanta Capital Management
Georgia
$265M +$1.03M 2 0.95% Increased
64
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$263M +$41.9M 10 0.67% Increased
65
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$253M -$17.6M 4 0.16% Reduced
66
Findlay Park Partners
Findlay Park Partners
United Kingdom
$245M -$1.09M 1 1.69% Reduced
67
Millennium Management
Millennium Management
New York
$243M +$28.7M 10 0.15% Increased
68
Gabelli Funds
Gabelli Funds
New York
$240M -$4.72M 8 1.59% Reduced
69
GAMCO Investors
GAMCO Investors
Connecticut
$239M -$9.66M 8 2.11% Reduced
70
Ameriprise
Ameriprise
Minnesota
$238M -$33.3M 12 0.08% Reduced
71
Raymond James & Associates
Raymond James & Associates
Florida
$231M +$15M 9 0.21% Increased
72
IC
Inverness Counsel
New York
$230M -$2.22M 1 8.43% Reduced
73
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$224M -$10M 12 0.24% Reduced
74
Mirova US
Mirova US
Massachusetts
$222M +$25.4M 2 5.19% Increased
75
Federated Hermes
Federated Hermes
Pennsylvania
$221M +$68.6M 7 0.42% Increased