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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
Renaissance Technologies
Renaissance Technologies
New York
$96.5M -$23.8M 7 0.21% Reduced
77
Millennium Management
Millennium Management
New York
$94.8M +$21.1M 5 0.18% Increased
78
Adage Capital Partners
Adage Capital Partners
Massachusetts
$92.2M +$6.38M 4 0.22% Increased
79
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$90.3M $0 2 1.48% Maintained
80
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$90.2M +$11.8M 4 0.16% Increased
81
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$90M $0 1 0.13% Maintained
82
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$86M +$47.6M 7 0.49% Increased
83
Federated Hermes
Federated Hermes
Pennsylvania
$84.2M -$410K 7 0.26% Reduced
84
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$84.2M -$2.99M 4 0.16% Reduced
85
HCM
Holland Capital Management
Illinois
$83.1M -$2.83M 1 1.88% Reduced
86
Stockbridge Partners
Stockbridge Partners
Massachusetts
$82.5M +$71.7M 1 4.34% New
87
Bank of Montreal
Bank of Montreal
Ontario, Canada
$81.7M -$58M 9 0.09% Reduced
88
Riverbridge Partners
Riverbridge Partners
Minnesota
$81.6M +$12.8K 1 1.47% Increased
89
Balyasny Asset Management
Balyasny Asset Management
Illinois
$79.1M +$49.9M 3 0.64% Increased
90
First Trust Advisors
First Trust Advisors
Illinois
$78.2M -$2.76M 10 0.23% Reduced
91
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$77.1M +$1.69M 1 1.06% Increased
92
BlackRock
BlackRock
New York
$76.8M +$2.8M 11 0.11% Increased
93
AllianceBernstein
AllianceBernstein
Tennessee
$75.7M -$246K 11 0.06% Reduced
94
BlackRock Advisors
BlackRock Advisors
Delaware
$75.7M +$19.3M 11 0.08% Increased
95
Credit Suisse
Credit Suisse
Switzerland
$73.7M -$12.8M 10 0.07% Reduced
96
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$73.2M -$2.11M 2 1.65% Reduced
97
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$72.8M -$1.15M 11 0.17% Reduced
98
John W. Bristol & Co
John W. Bristol & Co
New York
$72.4M +$68.2M 1 1.45% New
99
SIM
Sprucegrove Investment Management
Ontario, Canada
$71.3M +$12.6M 1 1.43% Increased
100
Epoch Investment Partners
Epoch Investment Partners
New York
$70.6M -$191K 2 0.26% Reduced