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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
Putnam Investments
Putnam Investments
Massachusetts
$118M +$92.7M 5 0.26% Increased
77
Prudential Financial
Prudential Financial
New Jersey
$117M +$30.7M 8 0.16% Increased
78
VOYA Investment Management
VOYA Investment Management
Georgia
$117M -$4.41M 10 0.24% Reduced
79
KBC Group
KBC Group
Belgium
$116M +$10.7M 9 0.99% Increased
80
Barclays
Barclays
United Kingdom
$115M +$21.6M 12 0.09% Increased
81
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$112M +$20.9M 12 0.12% Increased
82
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$108M +$477K 2 0.87% Increased
83
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$107M +$22.5K 11 0.22% Increased
84
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$103M +$8.56M 4 0.17% Increased
85
VFA
Virtus Fund Advisers
Connecticut
$103M -$19.5M 6 1.01% Reduced
86
CRM
Cramer Rosenthal McGlynn
Connecticut
$102M +$58.8K 3 1.63% Increased
87
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$101M +$254K 12 0.21% Increased
88
Beck Mack & Oliver
Beck Mack & Oliver
New York
$100M -$7.82M 1 3.28% Reduced
89
Axa
Axa
France
$99.7M -$4.33M 2 0.39% Reduced
90
NSCM
New South Capital Management
Tennessee
$99.6M -$79.3K 1 2.31% Reduced
91
Marshall Wace North America
Marshall Wace North America
New York
$98.9M -$7.06M 4 0.55% Reduced
92
MVIP
Mar Vista Investment Partners
California
$97.4M -$1.32M 1 3.65% Reduced
93
Citigroup
Citigroup
New York
$97.2M -$55.9M 12 0.08% Reduced
94
William Blair Investment Management
William Blair Investment Management
Illinois
$94.3M +$1.17M 3 0.37% Increased
95
Credit Suisse
Credit Suisse
Switzerland
$94M -$12.1M 11 0.08% Reduced
96
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$93.5M +$166K 3 0.16% Increased
97
Asset Management One
Asset Management One
Japan
$92.3M +$891K 4 0.2% Increased
98
Stockbridge Partners
Stockbridge Partners
Massachusetts
$89.6M $0 1 4.21% Maintained
99
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$88.3M -$1.57M 2 1.02% Reduced
100
OppenheimerFunds
OppenheimerFunds
New York
$86.6M +$17.8M 6 0.1% Increased