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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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$331M +$13M 4 0.79% Increased
52
Parnassus Investments
Parnassus Investments
California
$319M -$26.8M 2 0.79% Reduced
53
Swedbank
Swedbank
Sweden
$312M +$89.9M 5 0.61% Increased
54
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$310M -$6.8M 1 5.07% Reduced
55
Wells Fargo
Wells Fargo
California
$297M +$2.74M 11 0.09% Increased
56
Nordea Investment Management
Nordea Investment Management
Sweden
$296M +$12.5M 4 0.43% Increased
57
Barclays
Barclays
United Kingdom
$292M -$67.1M 11 0.13% Reduced
58
Brown Advisory
Brown Advisory
Maryland
$290M -$202M 6 0.49% Reduced
59
Janus Henderson Group
Janus Henderson Group
$287M +$4.78M 10 0.19% Increased
60
Quilter Plc
Quilter Plc
United Kingdom
$277M -$2.07M 2 1.07% Reduced
61
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$268M -$11M 4 0.2% Reduced
62
Credit Suisse
Credit Suisse
Switzerland
$259M +$36.1M 10 0.26% Increased
63
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$248M +$26.3M 11 0.58% Increased
64
Neuberger Berman Group
Neuberger Berman Group
New York
$248M +$54M 7 0.23% Increased
65
ProShare Advisors
ProShare Advisors
Maryland
$247M +$16.8M 9 0.76% Increased
66
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$239M +$12.2M 1 1.88% Increased
67
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$227M +$227M 2 5.07% New
68
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$223M +$17.5M 11 0.28% Increased
69
Balyasny Asset Management
Balyasny Asset Management
Illinois
$223M +$37M 7 0.56% Increased
70
KBC Group
KBC Group
Belgium
$218M +$9.3M 11 0.93% Increased
71
EARNEST Partners
EARNEST Partners
Georgia
$213M -$1.02M 4 1.23% Reduced
72
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$211M -$8.84M 5 0.37% Reduced
73
Renaissance Technologies
Renaissance Technologies
New York
$207M +$41.6M 9 0.28% Increased
74
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$205M -$5.13M 11 0.28% Reduced
75
Gabelli Funds
Gabelli Funds
New York
$202M -$2.59M 7 1.53% Reduced