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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
Prudential Financial
Prudential Financial
New Jersey
$195M +$32.4M 10 0.33% Increased
77
Neuberger Berman Group
Neuberger Berman Group
New York
$192M -$1.04M 8 0.19% Reduced
78
Gabelli Funds
Gabelli Funds
New York
$192M -$5.65M 7 1.49% Reduced
79
GAMCO Investors
GAMCO Investors
Connecticut
$187M -$2.43M 7 2.01% Reduced
80
EARNEST Partners
EARNEST Partners
Georgia
$182M -$4.39M 4 1.11% Reduced
81
Balyasny Asset Management
Balyasny Asset Management
Illinois
$180M +$104M 6 0.49% Increased
82
UBS Group
UBS Group
Switzerland
$177M +$62M 12 0.07% Increased
83
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$172M -$124M 4 0.3% Reduced
84
HSBC Holdings
HSBC Holdings
United Kingdom
$170M +$71.2M 7 0.2% Increased
85
Storebrand Asset Management
Storebrand Asset Management
Norway
$168M +$12.9M 6 0.93% Increased
86
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$165M +$1.22M 11 0.26% Increased
87
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$163M -$16.6M 4 1.82% Reduced
88
Renaissance Technologies
Renaissance Technologies
New York
$161M -$5.85M 8 0.22% Reduced
89
Envestnet Asset Management
Envestnet Asset Management
Illinois
$157M +$3.83M 9 0.08% Increased
90
Artemis Investment Management
Artemis Investment Management
United Kingdom
$154M +$28.1M 2 1.75% Increased
91
Sands Capital Management
Sands Capital Management
Virginia
$154M +$2.09M 1 0.58% Increased
92
Axa
Axa
France
$152M -$7.51M 4 0.55% Reduced
93
BP
Berkshire Partners
Massachusetts
$150M $0 1 27.73% Maintained
94
NI
Nuance Investments
Missouri
$149M +$26.6M 1 3.11% Increased
95
William Blair Investment Management
William Blair Investment Management
Illinois
$148M -$17.5M 3 0.56% Reduced
96
Boston Partners
Boston Partners
Massachusetts
$146M +$382K 2 0.2% Increased
97
National Pension Service
National Pension Service
South Korea
$144M +$2.57M 3 0.28% Increased
98
Federated Hermes
Federated Hermes
Pennsylvania
$144M -$57.5M 6 0.4% Reduced
99
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$142M -$7.56M 2 0.44% Reduced
100
VOYA Investment Management
VOYA Investment Management
Georgia
$142M +$9.29M 10 0.16% Increased