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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
UBS AM
UBS AM
Illinois
$94.1M -$2.68M 9 0.11% Reduced
77
KIG
Kovitz Investment Group
Illinois
$93.9M -$1.13M 1 5.78% Reduced
78
D.E. Shaw & Co
D.E. Shaw & Co
New York
$87.7M -$63.3M 8 0.13% Reduced
79
BKBG
BHF Kleinwort Benson Group
Belgium
$85.2M +$30.3M 4 1.95% Increased
80
Stockbridge Partners
Stockbridge Partners
Massachusetts
$83.7M -$5.32M 1 4.63% Reduced
81
CRM
Cramer Rosenthal McGlynn
Connecticut
$83.2M -$26.8M 2 1.25% Reduced
82
John W. Bristol & Co
John W. Bristol & Co
New York
$82.8M +$17.2M 1 2.18% Increased
83
BlackRock
BlackRock
New York
$81.1M +$1.95M 10 0.12% Increased
84
Janus Henderson Group
Janus Henderson Group
$79.5M -$576K 3 0.64% Reduced
85
HCM
Holland Capital Management
Illinois
$79.4M -$2.69M 1 2.04% Reduced
86
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$77.7M -$1.38M 2 1.87% Reduced
87
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$74.9M +$5.44M 11 0.05% Increased
88
Frontier Capital Management
Frontier Capital Management
Massachusetts
$74.8M +$833K 1 0.62% Increased
89
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$74M +$1.15M 11 0.18% Increased
90
UBS O'Connor
UBS O'Connor
Illinois
$73.8M +$52.3M 1 0.65% Increased
91
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$72.3M $0 1 0.12% Maintained
92
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$72.1M $0 2 1.29% Maintained
93
BlackRock Advisors
BlackRock Advisors
Delaware
$71.5M -$5.75M 11 0.08% Reduced
94
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$68.9M -$6.33M 1 1.03% Reduced
95
HCM
Hahn Capital Management
California
$68.8M -$625K 2 6.93% Reduced
96
Morgan Stanley
Morgan Stanley
New York
$68.4M -$11.4M 11 0.02% Reduced
97
Swiss National Bank
Swiss National Bank
Switzerland
$68M -$11.7M 10 0.16% Reduced
98
TD Asset Management
TD Asset Management
Ontario, Canada
$67.7M +$3.05M 4 0.13% Increased
99
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$66.1M -$830K 4 0.15% Reduced
100
Sterling Capital Management
Sterling Capital Management
North Carolina
$65.9M -$1.4M 4 0.58% Reduced