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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
California Public Employees Retirement System
California Public Employees Retirement System
California
$262M -$25.7M 7 0.15% Reduced
77
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$258M -$13.8M 10 0.44% Reduced
78
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$256M -$5.97M 4 0.15% Reduced
79
Robeco Schweiz
Robeco Schweiz
Switzerland
$253M +$50M 6 5.68% Increased
80
SG Americas Securities
SG Americas Securities
New York
$252M +$229M 11 0.32% Increased
81
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$252M +$148M 8 0.29% Increased
82
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$240M +$79.5M 10 0.2% Increased
83
Raymond James Financial
Raymond James Financial
Florida
$239M -$32.6M 12 0.07% Reduced
84
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$234M -$6.73M 2 2.21% Reduced
85
KBC Group
KBC Group
Belgium
$228M -$7.27M 10 0.52% Reduced
86
Bank of Montreal
Bank of Montreal
Ontario, Canada
$227M +$95.2M 9 0.08% Increased
87
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$226M -$11.5M 5 0.61% Reduced
88
Renaissance Technologies
Renaissance Technologies
New York
$220M -$103M 8 0.34% Reduced
89
DZ Bank
DZ Bank
Germany
$219M -$4.1M 4 0.19% Reduced
90
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$218M -$145M 5 0.37% Reduced
91
GAMCO Investors
GAMCO Investors
Connecticut
$212M -$1.73M 8 2.04% Reduced
92
IC
Impactive Capital
New York
$211M -$29.9M 1 13.44% Reduced
93
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$208M -$8.26M 2 0.25% Reduced
94
Envestnet Asset Management
Envestnet Asset Management
Illinois
$208M -$48.6M 10 0.06% Reduced
95
Vontobel Holding
Vontobel Holding
Switzerland
$203M +$9.2M 7 0.64% Increased
96
SEI Investments
SEI Investments
Pennsylvania
$200M +$2.81M 13 0.2% Increased
97
VOYA Investment Management
VOYA Investment Management
Georgia
$198M +$25.3M 8 0.2% Increased
98
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$195M +$1.99M 12 0.19% Increased
99
Gabelli Funds
Gabelli Funds
New York
$195M -$202K 8 1.32% Reduced
100
Russell Investments Group
Russell Investments Group
United Kingdom
$194M +$20.7M 13 0.21% Increased