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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
Findlay Park Partners
Findlay Park Partners
United Kingdom
$200M -$13.4M 1 2.11% Reduced
77
Ninety One (UK)
Ninety One (UK)
United Kingdom
$199M -$23.3M 1 0.62% Reduced
78
GAMCO Investors
GAMCO Investors
Connecticut
$194M -$10.2M 7 2.08% Reduced
79
Robeco Schweiz
Robeco Schweiz
Switzerland
$193M -$20.3M 4 3.12% Reduced
80
Capital International Investors
Capital International Investors
California
$192M -$452M 1 0.05% Reduced
81
TD Asset Management
TD Asset Management
Ontario, Canada
$192M -$9.02M 6 0.23% Reduced
82
NI
Nuance Investments
Missouri
$189M -$3.55M 1 4% Reduced
83
Sands Capital Management
Sands Capital Management
Virginia
$188M +$30.7M 1 0.62% Increased
84
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$183M +$16.5M 4 1.97% Increased
85
William Blair Investment Management
William Blair Investment Management
Illinois
$182M +$27M 3 0.63% Increased
86
Pacer Advisors
Pacer Advisors
Pennsylvania
$178M +$50.8M 5 0.76% Increased
87
Storebrand Asset Management
Storebrand Asset Management
Norway
$177M +$5.47M 6 0.9% Increased
88
Federated Hermes
Federated Hermes
Pennsylvania
$171M +$20.7M 6 0.43% Increased
89
Man Group
Man Group
United Kingdom
$171M -$96.7M 0 – Closed
90
VOYA Investment Management
VOYA Investment Management
Georgia
$169M +$22.7M 10 0.18% Increased
91
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$166M -$2.11M 11 0.25% Reduced
92
Envestnet Asset Management
Envestnet Asset Management
Illinois
$158M +$73.3M 9 0.08% Increased
93
HSBC Holdings
HSBC Holdings
United Kingdom
$157M -$11.7M 7 0.19% Reduced
94
Soroban Capital Partners
Soroban Capital Partners
New York
$157M -$77.2M 1 2.15% Reduced
95
Putnam Investments
Putnam Investments
Massachusetts
$150M +$6.08M 3 0.24% Increased
96
AQR Capital Management
AQR Capital Management
Connecticut
$150M +$11.6M 10 0.33% Increased
97
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$148M +$44.3M 8 0.36% Increased
98
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$148M +$34.4M 5 0.37% Increased
99
Prudential Financial
Prudential Financial
New Jersey
$147M -$47.7M 10 0.23% Reduced
100
National Pension Service
National Pension Service
South Korea
$144M +$2.15M 3 0.26% Increased