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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
DF Dent & Co
DF Dent & Co
Maryland
$210M -$39.2M 2 2.23% Reduced
77
Mirova US
Mirova US
Massachusetts
$209M +$22.1M 2 5.61% Increased
78
Millennium Management
Millennium Management
New York
$209M -$102M 10 0.13% Reduced
79
EARNEST Partners
EARNEST Partners
Georgia
$208M -$86.9K 5 1.22% Reduced
80
UBS Group
UBS Group
Switzerland
$198M +$13.6M 11 0.06% Increased
81
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$198M -$5.9M 12 0.26% Reduced
82
Harding Loevner
Harding Loevner
New Jersey
$192M +$1.37M 1 0.72% Increased
83
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$190M -$5.98M 12 0.24% Reduced
84
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$188M +$6.54M 4 1.2% Increased
85
Beck Mack & Oliver
Beck Mack & Oliver
New York
$188M +$7.08M 2 5.01% Increased
86
Axa
Axa
France
$186M +$24.7M 5 0.52% Increased
87
ProShare Advisors
ProShare Advisors
Maryland
$182M -$159K 9 0.53% Reduced
88
Janus Henderson Group
Janus Henderson Group
$180M -$13M 5 0.08% Reduced
89
Sands Capital Management
Sands Capital Management
Virginia
$177M +$18.8M 1 0.3% Increased
90
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$168M -$10.2M 3 1.63% Reduced
91
Westfield Capital Management
Westfield Capital Management
Massachusetts
$168M -$29.3M 1 1.01% Reduced
92
CI Investments Inc
CI Investments Inc
Ontario, Canada
$162M +$21.9M 6 0.6% Increased
93
Fidelity International
Fidelity International
Bermuda
$159M -$26.9M 5 0.17% Reduced
94
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$159M +$10.2M 2 0.39% Increased
95
Federated Hermes
Federated Hermes
Pennsylvania
$158M -$60.1M 7 0.29% Reduced
96
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$156M -$75.2M 1 0.5% Reduced
97
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$150M -$298K 8 0.31% Reduced
98
Prudential Financial
Prudential Financial
New Jersey
$150M +$6.28M 10 0.21% Increased
99
Envestnet Asset Management
Envestnet Asset Management
Illinois
$149M +$13.8M 8 0.08% Increased
100
Eventide Asset Management
Eventide Asset Management
Massachusetts
$147M +$752K 1 1.97% Increased