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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
Federated Hermes
Federated Hermes
Pennsylvania
$196M -$102M 6 0.38% Reduced
77
Neuberger Berman Group
Neuberger Berman Group
New York
$187M -$11.1M 5 0.18% Reduced
78
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$182M -$5.05M 12 0.25% Reduced
79
ACM
Atlanta Capital Management
Georgia
$180M -$11.7M 1 0.63% Reduced
80
Westfield Capital Management
Westfield Capital Management
Massachusetts
$176M -$19.5M 1 1.1% Reduced
81
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$176M +$2.92M 12 0.23% Increased
82
Janus Henderson Group
Janus Henderson Group
$173M -$4.46M 5 0.08% Reduced
83
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$170M +$48.4M 1 0.09% Increased
84
Fidelity International
Fidelity International
Bermuda
$168M -$116M 5 0.19% Reduced
85
Harding Loevner
Harding Loevner
New Jersey
$164M -$11.4M 1 0.64% Reduced
86
UBS Group
UBS Group
Switzerland
$163M -$2.92M 12 0.05% Reduced
87
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$163M +$151M 6 0.66% Increased
88
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$162M +$17.7M 5 1.29% Increased
89
ProShare Advisors
ProShare Advisors
Maryland
$161M +$18.4M 9 0.51% Increased
90
Mirova US
Mirova US
Massachusetts
$159M +$24.7M 2 5.54% Increased
91
Beck Mack & Oliver
Beck Mack & Oliver
New York
$157M -$43.4M 2 4.86% Reduced
92
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$156M +$3.05M 3 1.17% Increased
93
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$154M +$9.53M 3 1.53% Increased
94
Eaton Vance Management
Eaton Vance Management
Massachusetts
$147M +$19.9M 10 0.22% Increased
95
Axa
Axa
France
$141M +$12.5M 4 0.43% Increased
96
CCLA Investment Management
CCLA Investment Management
United Kingdom
$137M -$28.5M 2 2.73% Reduced
97
Empyrean Capital Partners
Empyrean Capital Partners
California
$137M $0 1 3.92% Maintained
98
Sands Capital Management
Sands Capital Management
Virginia
$135M +$33.6M 1 0.26% Increased
99
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$134M +$37.2M 8 0.3% Increased
100
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$133M +$5.24M 2 0.36% Increased