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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
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$93.5M -$9.38M 5 0.29% Reduced
77
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$93.4M +$772K 10 0.19% Increased
78
BlackRock
BlackRock
New York
$92.9M +$3.45M 10 0.13% Increased
79
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$91.9M +$27M 9 0.14% Increased
80
1WCM
12 West Capital Management
New York
$87.9M -$3.46M 1 12.6% Reduced
81
CI Global Investments
CI Global Investments
California
$87.6M +$68.9M 1 2.04% Increased
82
Citadel Advisors
Citadel Advisors
Florida
$87.6M -$40.8M 7 0.09% Reduced
83
Bessemer Group
Bessemer Group
New Jersey
$86.7M +$2.3M 6 0.44% Increased
84
VOYA Investment Management
VOYA Investment Management
Georgia
$86.7M -$201M 10 0.16% Reduced
85
Credit Suisse
Credit Suisse
Switzerland
$86.2M +$18.7M 11 0.08% Increased
86
PGGM Investments
PGGM Investments
Netherlands
$85.9M -$46.7K 2 0.43% Reduced
87
SCM
Shapiro Capital Management
Georgia
$85.4M +$17.5M 1 2.27% Increased
88
NSCM
New South Capital Management
Tennessee
$84.5M -$286K 1 2.03% Reduced
89
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$83.1M +$61.7M 2 0.21% Increased
90
First Trust Advisors
First Trust Advisors
Illinois
$81.4M +$8.2M 10 0.24% Increased
91
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$80.6M $0 1 0.12% Maintained
92
Axa
Axa
France
$76.4M -$1.98M 2 0.34% Reduced
93
Sterling Capital Management
Sterling Capital Management
North Carolina
$75.4M -$2.25M 5 0.69% Reduced
94
Silvercrest Asset Management
Silvercrest Asset Management
New York
$75.3M -$35.9M 4 0.9% Reduced
95
AMF Tjänstepension
AMF Tjänstepension
Sweden
$74.4M +$26M 2 0.93% Increased
96
Stockbridge Partners
Stockbridge Partners
Massachusetts
$73.8M -$12.3M 1 3.55% Reduced
97
DAC
Dividend Assets Capital
South Carolina
$73.7M -$8.16M 1 2.33% Reduced
98
Janus Henderson Group
Janus Henderson Group
$73.3M -$4.55M 3 0.54% Reduced
99
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$72M +$10.3M 2 0.9% Increased
100
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$71.6M +$5.94M 10 0.2% Increased