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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
$294M -$929K 2 4.45% Reduced
77
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$293M -$22.3M 5 0.22% Reduced
78
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$291M +$31M 1 0.4% Increased
79
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$276M -$1.83M 2 0.67% Reduced
80
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$263M -$8.61M 10 0.25% Reduced
81
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$249M -$5.58M 2 0.08% Reduced
82
Axa
Axa
France
$249M -$7.98M 6 0.74% Reduced
83
AQR Capital Management
AQR Capital Management
Connecticut
$243M +$36.2M 10 0.37% Increased
84
Aberdeen Group
Aberdeen Group
United Kingdom
$238M +$7.07M 6 0.46% Increased
85
SEI Investments
SEI Investments
Pennsylvania
$234M +$26.7M 9 0.33% Increased
86
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$232M +$15.1M 10 0.19% Increased
87
William Blair Investment Management
William Blair Investment Management
Illinois
$229M -$21M 1 0.6% Reduced
88
Sands Capital Management
Sands Capital Management
Virginia
$229M +$16.2M 1 0.67% Increased
89
Fidelity International
Fidelity International
Bermuda
$223M -$40.5M 4 0.22% Reduced
90
APG Asset Management
APG Asset Management
Netherlands
$222M +$8.2M 3 0.4% Increased
91
Ninety One (UK)
Ninety One (UK)
United Kingdom
$220M -$4.13M 1 0.61% Reduced
92
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$220M +$2.12M 12 0.27% Increased
93
VanEck Associates
VanEck Associates
New York
$215M -$2.09M 6 0.31% Reduced
94
GAMCO Investors
GAMCO Investors
Connecticut
$214M -$5.75M 7 2.33% Reduced
95
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$208M -$35M 5 0.68% Reduced
96
Storebrand Asset Management
Storebrand Asset Management
Norway
$207M -$7.42M 7 0.69% Reduced
97
Gabelli Funds
Gabelli Funds
New York
$202M -$7.48M 8 1.53% Reduced
98
Man Group
Man Group
United Kingdom
$202M +$24.9M 10 0.51% Increased
99
Robeco Schweiz
Robeco Schweiz
Switzerland
$197M -$38.2M 5 3.78% Reduced
100
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$195M -$36.5M 6 0.19% Reduced