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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
Ninety One (UK)
Ninety One (UK)
United Kingdom
$460M +$74.8M 1 0.99% Increased
52
Boston Partners
Boston Partners
Massachusetts
$457M +$15.4M 2 0.47% Increased
53
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$455M -$761K 12 0.73% Reduced
54
Flossbach Von Storch
Flossbach Von Storch
Germany
$447M +$270M 1 1.76% Increased
55
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$392M +$25.1M 5 0.71% Increased
56
Barclays
Barclays
United Kingdom
$385M -$223M 12 0.08% Reduced
57
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$372M $0 9 0.63% Maintained
58
Swiss National Bank
Swiss National Bank
Switzerland
$363M -$15.7M 9 0.21% Reduced
59
Voloridge Investment Management
Voloridge Investment Management
Florida
$362M +$171M 7 1.21% Increased
60
Renaissance Technologies
Renaissance Technologies
New York
$348M +$187M 11 0.46% Increased
61
Janus Henderson Group
Janus Henderson Group
$348M +$13M 10 0.16% Increased
62
AQR Capital Management
AQR Capital Management
Connecticut
$337M +$46.5M 12 0.22% Increased
63
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$332M -$10.4M 1 0.25% Reduced
64
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$322M +$53.9M 12 0.17% Increased
65
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$320M -$266M 3 0.1% Reduced
66
Millennium Management
Millennium Management
New York
$315M -$23.4M 12 0.13% Reduced
67
California Public Employees Retirement System
California Public Employees Retirement System
California
$314M -$26.3M 7 0.19% Reduced
68
ProShare Advisors
ProShare Advisors
Maryland
$308M -$3.18M 10 0.64% Reduced
69
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$303M -$4.6M 10 0.52% Reduced
70
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$302M +$326M 1 1.29% New
71
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$300M -$7.89M 12 0.24% Reduced
72
Raymond James Financial
Raymond James Financial
Florida
$295M +$9.89M 12 0.1% Increased
73
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$291M +$3.65M 4 0.17% Increased
74
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$288M +$170M 7 0.23% Increased
75
Fidelity Investments
Fidelity Investments
Massachusetts
$287M -$226M 12 0.01% Reduced