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 |
Nordea Investment Management
Stockholm,
Sweden
| $185M | +$39.8M | 5 | 0.3% | Increased |
|
| 77 |
Ninety One (UK)
London,
United Kingdom
| $176M | -$44.2M | 1 | 0.54% | Reduced |
|
| 78 |
Janus Henderson Group
London,
| $176M | -$22.2M | 4 | 0.08% | Reduced |
|
| 79 |
Findlay Park Partners
London,
United Kingdom
| $175M | -$11.9M | 1 | 1.22% | Reduced |
|
| 80 |
KBC Group
Brussels,
Belgium
| $173M | +$9.32M | 9 | 0.8% | Increased |
|
| 81 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| $169M | +$1.24M | 12 | 0.24% | Increased |
|
| 82 |
CCLA Investment Management
London,
United Kingdom
| $167M | +$13.7M | 2 | 3.75% | Increased |
|
| 83 |
EARNEST Partners
Atlanta,
Georgia
| $163M | +$1.42M | 5 | 1.13% | Increased |
|
| 84 |
Bank Julius Baer & Co
Zurich,
Switzerland
| $163M | +$20.8M | 5 | 1.34% | Increased |
|
| 85 |
UBS Group
Zurich,
Switzerland
| $161M | +$15M | 12 | 0.05% | Increased |
|
| 86 |
CI Investments Inc
Toronto,
Ontario, Canada
| $160M | -$39.1M | 6 | 0.7% | Reduced |
|
| 87 |
Westfield Capital Management
Boston,
Massachusetts
| $159M | +$11.8M | 1 | 0.94% | Increased |
|
| 88 |
Chevy Chase Trust
Bethesda,
Maryland
| $153M | -$3.77M | 4 | 0.55% | Reduced |
|
| 89 |
Segall Bryant & Hamill
Chicago,
Illinois
| $149M | +$12.1M | 3 | 1.66% | Increased |
|
| 90 |
ProShare Advisors
Bethesda,
Maryland
| $147M | +$6.85M | 9 | 0.55% | Increased |
|
| 91 |
Mirova US
Boston,
Massachusetts
| $144M | +$25.4M | 2 | 6.26% | Increased |
|
| 92 |
TCW Group
Los Angeles,
California
| $142M | +$16.8M | 2 | 1.24% | Increased |
|
| 93 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| $134M | -$34.5M | 3 | 0.39% | Reduced |
|
| 94 |
BAMCO Inc
New York
| $133M | -$565K | 1 | 0.33% | Reduced |
|
| 95 |
AC
Alleghany Corporation
New York
| $133M | +$10M | 1 | 5.28% | Increased |
|
| 96 |
Axa
Paris,
France
| $133M | +$13M | 4 | 0.42% | Increased |
|
| 97 |
Eventide Asset Management
Boston,
Massachusetts
| $132M | +$21.8M | 1 | 2.02% | Increased |
|
| 98 |
Citadel Advisors
Miami,
Florida
| $126M | -$69.9M | 12 | 0.03% | Reduced |
|
| 99 |
Citigroup
New York
| $126M | +$3.06M | 12 | 0.07% | Increased |
|
| 100 |
D.E. Shaw & Co
New York
| $125M | +$8.07M | 11 | 0.11% | Increased |
|