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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
76
American Century Companies
American Century Companies
Missouri
$94.6M +$9.53M 4 0.11% Increased
77
Charles Schwab
Charles Schwab
California
$93.1M +$4.27M 10 0.17% Increased
78
Credit Suisse
Credit Suisse
Switzerland
$90.5M -$11.2M 10 0.09% Reduced
79
BlackRock
BlackRock
New York
$87.8M -$8.79M 10 0.14% Reduced
80
ICM
IronBridge Capital Management
Illinois
$85.2M +$6.13M 2 1.85% Increased
81
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$83.8M +$32K 2 1.67% Increased
82
DAC
Dividend Assets Capital
South Carolina
$83.6M +$8.89M 1 2.47% Increased
83
Principal Financial Group
Principal Financial Group
Iowa
$82M -$1.31M 9 0.15% Reduced
84
Federated Hermes
Federated Hermes
Pennsylvania
$81.3M -$11.2M 5 0.27% Reduced
85
First Trust Advisors
First Trust Advisors
Illinois
$81.1M -$2.23M 9 0.36% Reduced
86
Adage Capital Partners
Adage Capital Partners
Massachusetts
$80M -$26.1M 5 0.22% Reduced
87
HCM
Holland Capital Management
Illinois
$78.7M -$3.46M 1 1.7% Reduced
88
Citadel Advisors
Citadel Advisors
Florida
$77.2M +$31.9M 7 0.09% Increased
89
ACM
Atlanta Capital Management
Georgia
$76.7M -$335K 1 0.53% Reduced
90
NFA
Nationwide Fund Advisors
Ohio
$75.7M -$2.36M 9 0.35% Reduced
91
Suntrust Banks
Suntrust Banks
Georgia
$75.3M +$19.7M 5 0.28% Increased
92
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$73M -$734K 3 0.15% Reduced
93
Balyasny Asset Management
Balyasny Asset Management
Illinois
$72.7M -$6.9M 2 0.83% Reduced
94
AllianceBernstein
AllianceBernstein
Tennessee
$72.1M -$7.11M 10 0.06% Reduced
95
SAC Capital Advisors
SAC Capital Advisors
Connecticut
$69.9M -$35.2M 5 0.36% Reduced
96
F&C Asset Management
F&C Asset Management
United Kingdom
$69.6M +$261K 5 0.88% Increased
97
Frontier Capital Management
Frontier Capital Management
Massachusetts
$68.1M +$1.33M 1 0.49% Increased
98
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$67.9M +$307K 10 0.18% Increased
99
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$65.6M -$6M 2 1.57% Reduced
100
VDBMI
Van Den Berg Management I
Texas
$65.1M -$3.61M 1 4.5% Reduced