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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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$313M +$4.47M 5 0.52% Increased
52
Findlay Park Partners
Findlay Park Partners
United Kingdom
$309M -$1.58M 1 2.88% Reduced
53
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$307M +$52.8M 4 0.24% Increased
54
Barclays
Barclays
United Kingdom
$301M -$27.6M 11 0.18% Reduced
55
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$296M -$52.3M 4 0.55% Reduced
56
Ninety One (UK)
Ninety One (UK)
United Kingdom
$294M -$21.7M 1 0.87% Reduced
57
Janus Henderson Group
Janus Henderson Group
$288M +$67M 10 0.2% Increased
58
Nordea Investment Management
Nordea Investment Management
Sweden
$272M +$7.46M 6 0.4% Increased
59
Wells Fargo
Wells Fargo
California
$269M -$39.4M 11 0.08% Reduced
60
California Public Employees Retirement System
California Public Employees Retirement System
California
$268M +$86.8M 5 0.25% Increased
61
BP
Berkshire Partners
Massachusetts
$267M -$102M 1 26.28% Reduced
62
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$238M -$30.3M 11 0.61% Reduced
63
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$228M +$24M 1 0.23% Increased
64
Federated Hermes
Federated Hermes
Pennsylvania
$222M -$38.8M 6 0.6% Reduced
65
NIMI
Natixis Investment Managers International
France
$213M +$2.32M 3 4.34% Increased
66
Prudential Financial
Prudential Financial
New Jersey
$209M -$30.1M 10 0.33% Reduced
67
Artisan Partners
Artisan Partners
Wisconsin
$206M -$14.5M 1 0.35% Reduced
68
Raymond James & Associates
Raymond James & Associates
Florida
$204M +$684K 9 0.2% Increased
69
Stockbridge Partners
Stockbridge Partners
Massachusetts
$200M -$32.2M 1 5.24% Reduced
70
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$197M +$5.17M 11 0.26% Increased
71
Soroban Capital Partners
Soroban Capital Partners
New York
$196M +$27.7M 1 1.69% Increased
72
ACM
Atlanta Capital Management
Georgia
$195M +$218K 2 0.84% Increased
73
IC
Inverness Counsel
New York
$194M -$10K 1 10.91% Reduced
74
Gabelli Funds
Gabelli Funds
New York
$180M -$1.73M 7 1.38% Reduced
75
Credit Suisse
Credit Suisse
Switzerland
$180M -$5.91M 11 0.19% Reduced