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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
IC
Inverness Counsel
New York
$177M +$308K 1 9.87% Increased
77
Westfield Capital Management
Westfield Capital Management
Massachusetts
$177M -$2.36M 1 1.4% Reduced
78
Gabelli Funds
Gabelli Funds
New York
$177M -$4.4M 7 1.46% Reduced
79
Soroban Capital Partners
Soroban Capital Partners
New York
$176M +$2.08M 1 1.9% Increased
80
Renaissance Technologies
Renaissance Technologies
New York
$174M +$68.4M 8 0.25% Increased
81
Credit Suisse
Credit Suisse
Switzerland
$171M -$11.5M 11 0.19% Reduced
82
Robeco Schweiz
Robeco Schweiz
Switzerland
$171M -$33.7M 5 3.32% Reduced
83
GAMCO Investors
GAMCO Investors
Connecticut
$169M -$6.98M 7 1.99% Reduced
84
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$169M -$1.01M 4 2.01% Reduced
85
ProShare Advisors
ProShare Advisors
Maryland
$168M +$2.28M 7 0.64% Increased
86
KBC Group
KBC Group
Belgium
$166M +$6.49M 11 0.86% Increased
87
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$165M +$5.6M 11 0.25% Increased
88
Neuberger Berman Group
Neuberger Berman Group
New York
$163M +$497K 7 0.17% Increased
89
Swedbank
Swedbank
Sweden
$161M +$243K 5 0.38% Increased
90
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$151M +$116M 2 2.46% Increased
91
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$143M -$1.37M 11 0.24% Reduced
92
Artemis Investment Management
Artemis Investment Management
United Kingdom
$143M +$6.58M 2 1.63% Increased
93
AC
Alleghany Corporation
New York
$143M $0 1 6.45% Maintained
94
Prudential Financial
Prudential Financial
New Jersey
$142M -$60.1M 10 0.24% Reduced
95
Storebrand Asset Management
Storebrand Asset Management
Norway
$137M +$3.68M 6 0.83% Increased
96
TD Asset Management
TD Asset Management
Ontario, Canada
$136M -$241K 4 0.17% Reduced
97
Wellington Management Group
Wellington Management Group
Massachusetts
$134M -$38.4M 9 0.03% Reduced
98
Axa
Axa
France
$134M +$10.1M 6 0.53% Increased
99
Baird Financial Group
Baird Financial Group
Wisconsin
$133M +$3.11M 7 0.39% Increased
100
Envestnet Asset Management
Envestnet Asset Management
Illinois
$133M +$3.39M 9 0.08% Increased