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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
Bank of Montreal
Bank of Montreal
Ontario, Canada
$141M +$14.7M 12 0.11% Increased
77
Alyeska Investment Group
Alyeska Investment Group
Illinois
$140M +$47.1M 1 1.53% Increased
78
Fidelity International
Fidelity International
Bermuda
$140M -$16M 4 0.21% Reduced
79
California Public Employees Retirement System
California Public Employees Retirement System
California
$138M -$8.9M 12 0.18% Reduced
80
KBC Group
KBC Group
Belgium
$136M -$3.75M 10 1.03% Reduced
81
Ninety One (UK)
Ninety One (UK)
United Kingdom
$130M +$120M 1 0.48% New
82
Millennium Management
Millennium Management
New York
$127M -$56.6M 10 0.16% Reduced
83
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$125M -$17.3K 2 0.73% Reduced
84
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$124M -$1M 11 0.24% Reduced
85
MVIP
Mar Vista Investment Partners
California
$123M +$22.6M 1 3.63% Increased
86
Renaissance Technologies
Renaissance Technologies
New York
$121M -$19.1M 6 0.12% Reduced
87
Russell Investments Group
Russell Investments Group
United Kingdom
$121M -$11.1M 9 0.23% Reduced
88
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$118M +$76.4M 5 0.45% Increased
89
Stockbridge Partners
Stockbridge Partners
Massachusetts
$116M $0 1 4.6% Maintained
90
Jennison Associates
Jennison Associates
New York
$116M -$20M 3 0.11% Reduced
91
Credit Suisse
Credit Suisse
Switzerland
$112M +$758K 11 0.1% Increased
92
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$112M -$369K 12 0.22% Reduced
93
Asset Management One
Asset Management One
Japan
$112M -$760K 5 0.23% Reduced
94
William Blair Investment Management
William Blair Investment Management
Illinois
$112M +$8.54M 3 0.39% Increased
95
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$111M -$12.2M 5 0.19% Reduced
96
STRS Ohio
STRS Ohio
Ohio
$110M -$19.7M 5 0.48% Reduced
97
Beck Mack & Oliver
Beck Mack & Oliver
New York
$107M -$2.4M 1 3.41% Reduced
98
ProShare Advisors
ProShare Advisors
Maryland
$102M +$2.43M 9 0.69% Increased
99
Select Equity Group
Select Equity Group
New York
$102M +$1.44M 1 0.76% Increased
100
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$100M +$1.83M 1 1.72% Increased