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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
STRS Ohio
STRS Ohio
Ohio
$109M -$5.78M 6 0.48% Reduced
77
Beck Mack & Oliver
Beck Mack & Oliver
New York
$101M -$4.33M 1 3.4% Reduced
78
Russell Investments Group
Russell Investments Group
United Kingdom
$99.2M -$10.6M 6 0.18% Reduced
79
Citigroup
Citigroup
New York
$98.2M +$33.8M 12 0.09% Increased
80
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$94.2M +$3.48M 11 0.22% Increased
81
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$92.9M -$7.1M 12 0.2% Reduced
82
USS Investment Management
USS Investment Management
United Kingdom
$91.8M +$86.3M 1 0.86% New
83
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$91.5M +$1.06M 2 0.91% Increased
84
TD Asset Management
TD Asset Management
Ontario, Canada
$90.3M +$29.3M 4 0.14% Increased
85
Axa
Axa
France
$89.1M -$1.38M 1 0.4% Reduced
86
Prudential Financial
Prudential Financial
New Jersey
$88.2M +$11.3M 8 0.13% Increased
87
MVIP
Mar Vista Investment Partners
California
$87.8M -$3.45M 1 3.67% Reduced
88
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$85.8M -$451K 2 1.04% Reduced
89
ABC
Anchor Bolt Capital
Illinois
$83.5M +$62.8M 1 3.27% Increased
90
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$83.3M +$9.71M 12 0.1% Increased
91
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$80.7M -$1.2M 3 0.16% Reduced
92
NSCM
New South Capital Management
Tennessee
$80.6M -$2.47M 1 1.91% Reduced
93
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$79.4M +$9.18M 12 0.24% Increased
94
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$78.8M -$1.3M 2 1.86% Reduced
95
Credit Suisse
Credit Suisse
Switzerland
$78.7M -$15.3M 12 0.08% Reduced
96
APG Asset Management
APG Asset Management
Netherlands
$77.9M +$30.5M 3 0.14% Increased
97
Silvercrest Asset Management
Silvercrest Asset Management
New York
$76.5M -$2.6M 4 0.82% Reduced
98
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$74.9M +$34M 5 0.14% Increased
99
Barclays
Barclays
United Kingdom
$74.6M -$16.4M 12 0.08% Reduced
100
GTP
Global Thematic Partners
New York
$73.8M -$1.68M 1 2.37% Reduced