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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
Envestnet Asset Management
Envestnet Asset Management
Illinois
$278M -$3.69M 9 0.08% Reduced
77
VanEck Associates
VanEck Associates
New York
$276M +$229M 5 0.26% Increased
78
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$258M +$5.39M 2 2.54% Increased
79
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$244M -$16.7M 7 0.15% Reduced
80
DZ Bank
DZ Bank
Germany
$240M +$45M 5 0.21% Increased
81
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$240M +$9.83M 2 0.28% Increased
82
KBC Group
KBC Group
Belgium
$236M -$7.5M 10 0.57% Reduced
83
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$232M -$55.9M 5 0.56% Reduced
84
IC
Impactive Capital
New York
$231M $0 1 11.1% Maintained
85
Squarepoint
Squarepoint
New York
$227M +$148M 10 0.23% Increased
86
GAMCO Investors
GAMCO Investors
Connecticut
$223M -$5.48M 8 2.17% Reduced
87
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$223M -$9.87M 7 0.58% Reduced
88
Robeco Schweiz
Robeco Schweiz
Switzerland
$217M +$13M 5 4.89% Increased
89
Vontobel Holding
Vontobel Holding
Switzerland
$214M -$3.83M 7 0.64% Reduced
90
Two Sigma Investments
Two Sigma Investments
New York
$213M +$51.3M 9 0.32% Increased
91
SEI Investments
SEI Investments
Pennsylvania
$213M -$760K 10 0.23% Reduced
92
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$211M -$1.34M 12 0.22% Reduced
93
Natixis Advisors
Natixis Advisors
Massachusetts
$206M -$8.84M 8 0.3% Reduced
94
CI Investments Inc
CI Investments Inc
Ontario, Canada
$205M -$29M 7 0.74% Reduced
95
Gabelli Funds
Gabelli Funds
New York
$202M -$1.27M 8 1.37% Reduced
96
BAMCO Inc
BAMCO Inc
New York
$199M +$35.3M 3 0.53% Increased
97
Storebrand Asset Management
Storebrand Asset Management
Norway
$196M +$4.98M 7 0.52% Increased
98
National Pension Service
National Pension Service
South Korea
$192M +$3.75M 3 0.15% Increased
99
VOYA Investment Management
VOYA Investment Management
Georgia
$189M -$18.1M 9 0.19% Reduced
100
Russell Investments Group
Russell Investments Group
United Kingdom
$185M +$17.1M 12 0.21% Increased