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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
Citigroup
Citigroup
New York
$231M -$787K 12 0.11% Reduced
77
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$223M +$1.59M 2 2.9% Increased
78
Flossbach Von Storch
Flossbach Von Storch
Germany
$221M +$50.3M 1 0.9% Increased
79
GAMCO Investors
GAMCO Investors
Connecticut
$218M -$670K 8 2.15% Reduced
80
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$218M +$25M 8 0.53% Increased
81
Voloridge Investment Management
Voloridge Investment Management
Florida
$217M -$14.3M 5 0.8% Reduced
82
KBC Group
KBC Group
Belgium
$214M -$25.8M 10 0.58% Reduced
83
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$213M +$716K 12 0.24% Increased
84
VOYA Investment Management
VOYA Investment Management
Georgia
$210M +$89.9M 10 0.21% Increased
85
CI Investments Inc
CI Investments Inc
Ontario, Canada
$209M -$2.56M 7 0.78% Reduced
86
CIP
Champlain Investment Partners
Vermont
$208M -$370K 1 1.45% Reduced
87
Vontobel Holding
Vontobel Holding
Switzerland
$205M -$17.6M 7 0.65% Reduced
88
Natixis Advisors
Natixis Advisors
Massachusetts
$205M +$23.3M 7 0.32% Increased
89
Adage Capital Partners
Adage Capital Partners
Massachusetts
$204M +$160M 5 0.34% Increased
90
Westfield Capital Management
Westfield Capital Management
Massachusetts
$202M +$62.1M 2 0.85% Increased
91
National Pension Service
National Pension Service
South Korea
$199M +$1.31M 3 0.17% Increased
92
SEI Investments
SEI Investments
Pennsylvania
$196M -$43.6M 10 0.23% Reduced
93
IC
Impactive Capital
New York
$191M +$186M 1 8.61% New
94
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$191M +$20.2M 12 0.25% Increased
95
SG Americas Securities
SG Americas Securities
New York
$191M +$142M 9 0.79% Increased
96
Gabelli Funds
Gabelli Funds
New York
$191M -$2.54M 8 1.35% Reduced
97
Storebrand Asset Management
Storebrand Asset Management
Norway
$188M -$757K 7 0.55% Reduced
98
Durable Capital Partners
Durable Capital Partners
Maryland
$187M -$133M 1 1.42% Reduced
99
Sands Capital Management
Sands Capital Management
Virginia
$186M +$980K 1 0.53% Increased
100
Axa
Axa
France
$186M +$33.8M 5 0.53% Increased