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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
California Public Employees Retirement System
California Public Employees Retirement System
California
$306M +$57.3M 5 0.28% Increased
52
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$302M -$5.94M 1 4.48% Reduced
53
Barclays
Barclays
United Kingdom
$299M +$22.9M 12 0.33% Increased
54
Janus Henderson Group
Janus Henderson Group
$296M +$5.55M 7 0.22% Increased
55
Artisan Partners
Artisan Partners
Wisconsin
$283M -$1.18M 1 0.5% Reduced
56
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$279M -$33.6M 4 0.56% Reduced
57
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$269M -$16.2M 4 0.22% Reduced
58
Parnassus Investments
Parnassus Investments
California
$266M +$222M 2 0.69% Increased
59
Findlay Park Partners
Findlay Park Partners
United Kingdom
$263M $0 1 2.61% Maintained
60
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$259M +$4.04M 1 0.27% Increased
61
Wells Fargo
Wells Fargo
California
$256M -$13.6M 11 0.08% Reduced
62
Nordea Investment Management
Nordea Investment Management
Sweden
$248M -$16.6M 6 0.4% Reduced
63
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$243M +$225M 4 0.78% Increased
64
ACM
Atlanta Capital Management
Georgia
$242M +$11.4M 2 1.08% Increased
65
BP
Berkshire Partners
Massachusetts
$227M -$142M 1 23.54% Reduced
66
Citadel Advisors
Citadel Advisors
Florida
$221M +$126M 12 0.05% Increased
67
Boston Partners
Boston Partners
Massachusetts
$220M +$8.75M 2 0.32% Increased
68
Ninety One (UK)
Ninety One (UK)
United Kingdom
$216M -$40M 1 0.71% Reduced
69
William Blair Investment Management
William Blair Investment Management
Illinois
$211M +$50.8M 3 0.83% Increased
70
Federated Hermes
Federated Hermes
Pennsylvania
$207M -$27.7M 7 0.61% Reduced
71
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$206M -$26.4M 11 0.55% Reduced
72
Millennium Management
Millennium Management
New York
$199M +$69.6M 11 0.12% Increased
73
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$196M -$3.65M 11 0.28% Reduced
74
EARNEST Partners
EARNEST Partners
Georgia
$190M -$1.94M 4 1.28% Reduced
75
Stockbridge Partners
Stockbridge Partners
Massachusetts
$183M -$93.9M 1 5.17% Reduced