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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
KBC Group
KBC Group
Belgium
$132M +$7.4M 10 1.15% Increased
77
Fidelity International
Fidelity International
Bermuda
$131M +$22.8M 3 0.2% Increased
78
Congress Asset Management
Congress Asset Management
Massachusetts
$128M +$79.2M 2 1.77% Increased
79
STRS Ohio
STRS Ohio
Ohio
$128M -$8.67M 5 0.55% Reduced
80
Jennison Associates
Jennison Associates
New York
$127M -$18.6M 3 0.12% Reduced
81
Prudential Financial
Prudential Financial
New Jersey
$127M -$19.3M 9 0.19% Reduced
82
Russell Investments Group
Russell Investments Group
United Kingdom
$123M +$6.75M 10 0.26% Increased
83
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$113M +$305K 11 0.23% Increased
84
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$113M -$9.77M 5 0.2% Reduced
85
Bank of Montreal
Bank of Montreal
Ontario, Canada
$112M -$24.7M 12 0.09% Reduced
86
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$112M +$69.8M 2 1.33% Increased
87
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$111M -$24.7M 2 0.27% Reduced
88
VOYA Investment Management
VOYA Investment Management
Georgia
$111M -$12.1M 10 0.24% Reduced
89
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$108M +$3.04M 2 0.69% Increased
90
Stockbridge Partners
Stockbridge Partners
Massachusetts
$107M $0 1 4.47% Maintained
91
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$107M +$9.96M 4 0.18% Increased
92
Asset Management One
Asset Management One
Japan
$103M +$5.89M 5 0.23% Increased
93
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$103M +$3.23M 12 0.21% Increased
94
Beck Mack & Oliver
Beck Mack & Oliver
New York
$102M -$3.1M 1 3.43% Reduced
95
Axa
Axa
France
$102M +$1.86M 2 0.39% Increased
96
Credit Suisse
Credit Suisse
Switzerland
$101M -$7.28M 11 0.1% Reduced
97
MVIP
Mar Vista Investment Partners
California
$93.7M -$4.11M 1 3.67% Reduced
98
ProShare Advisors
ProShare Advisors
Maryland
$92.4M -$395K 9 0.62% Reduced
99
William Blair Investment Management
William Blair Investment Management
Illinois
$91.8M -$602K 3 0.34% Reduced
100
Point72 Asset Management
Point72 Asset Management
Connecticut
$91.8M +$78.7M 3 0.37% Increased