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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
Fidelity International
Fidelity International
Bermuda
$272M -$2.29M 4 0.27% Reduced
77
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$272M -$299M 10 0.25% Reduced
78
Third Point
Third Point
New York
$269M $0 1 3.43% Maintained
79
William Blair Investment Management
William Blair Investment Management
Illinois
$267M -$3.04M 2 0.69% Reduced
80
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$257M -$9.86M 1 0.37% Reduced
81
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$257M -$37.7M 9 0.52% Reduced
82
AGF Management
AGF Management
Ontario, Canada
$256M +$2.52M 5 1.42% Increased
83
Axa
Axa
France
$254M +$13.1M 5 0.76% Increased
84
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$252M -$92.5M 11 0.55% Reduced
85
Citadel Advisors
Citadel Advisors
Florida
$249M -$5.9M 12 0.05% Reduced
86
Ninety One (UK)
Ninety One (UK)
United Kingdom
$247M -$61.9M 1 0.69% Reduced
87
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$244M +$12.2M 4 0.26% Increased
88
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$242M +$24.5M 3 0.78% Increased
89
Aberdeen Group
Aberdeen Group
United Kingdom
$231M +$23.7M 7 0.45% Increased
90
Robeco Schweiz
Robeco Schweiz
Switzerland
$230M -$33.4M 3 4.01% Reduced
91
Pacer Advisors
Pacer Advisors
Pennsylvania
$227M +$31.9M 7 0.52% Increased
92
CIP
Champlain Investment Partners
Vermont
$224M -$67.3M 1 1.28% Reduced
93
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$219M +$887K 12 0.28% Increased
94
VanEck Associates
VanEck Associates
New York
$217M +$19.4M 6 0.33% Increased
95
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$214M +$41.5M 10 0.19% Increased
96
AQR Capital Management
AQR Capital Management
Connecticut
$213M -$11.5M 9 0.36% Reduced
97
GAMCO Investors
GAMCO Investors
Connecticut
$212M -$4.94M 7 2.15% Reduced
98
Sands Capital Management
Sands Capital Management
Virginia
$211M -$2.02M 1 0.59% Reduced
99
APG Asset Management
APG Asset Management
Netherlands
$210M -$6.07M 3 0.37% Reduced
100
Storebrand Asset Management
Storebrand Asset Management
Norway
$209M -$11.2M 7 0.71% Reduced