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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
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$250M -$10.3M 2 4.11% Reduced
77
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$248M -$11.5M 8 0.54% Reduced
78
Select Equity Group
Select Equity Group
New York
$241M -$289M 2 0.86% Reduced
79
Robeco Schweiz
Robeco Schweiz
Switzerland
$239M -$26.5M 3 4.02% Reduced
80
Fidelity International
Fidelity International
Bermuda
$236M -$26M 4 0.25% Reduced
81
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$232M +$125M 2 0.08% Increased
82
Citadel Advisors
Citadel Advisors
Florida
$232M -$90M 12 0.05% Reduced
83
Millennium Management
Millennium Management
New York
$230M -$238M 10 0.1% Reduced
84
Third Point
Third Point
New York
$227M -$6.58M 1 3.42% Reduced
85
William Blair Investment Management
William Blair Investment Management
Illinois
$226M -$5.9M 2 0.66% Reduced
86
Axa
Axa
France
$222M +$11.3M 5 0.71% Increased
87
AGF Management
AGF Management
Ontario, Canada
$215M +$19.9M 5 1.27% Increased
88
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$210M -$10.9M 1 0.74% Reduced
89
AQR Capital Management
AQR Capital Management
Connecticut
$209M +$4.5M 9 0.39% Increased
90
Federated Hermes
Federated Hermes
Pennsylvania
$208M -$28.2M 7 0.52% Reduced
91
Sands Capital Management
Sands Capital Management
Virginia
$207M +$13.9M 1 0.63% Increased
92
Artisan Partners
Artisan Partners
Wisconsin
$206M +$163M 2 0.32% Increased
93
Gabelli Funds
Gabelli Funds
New York
$202M -$8.26M 8 1.56% Reduced
94
APG Asset Management
APG Asset Management
Netherlands
$201M +$35.4M 3 0.39% Increased
95
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$200M +$3.21M 12 0.28% Increased
96
Storebrand Asset Management
Storebrand Asset Management
Norway
$200M -$1.76M 7 0.72% Reduced
97
GAMCO Investors
GAMCO Investors
Connecticut
$199M -$4.81M 7 2.12% Reduced
98
DZ Bank
DZ Bank
Germany
$196M +$155M 3 0.24% Increased
99
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$190M -$22.2M 5 0.24% Reduced
100
VanEck Associates
VanEck Associates
New York
$190M +$13.4M 6 0.35% Increased