← All themes Water

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
101
F&C Asset Management
F&C Asset Management
United Kingdom
$59.5M +$18.5M 5 0.77% Increased
102
Managed Account Advisors
Managed Account Advisors
New Jersey
$59.2M -$13.6M 4 0.09% Reduced
103
SAC Capital Advisors
SAC Capital Advisors
Connecticut
$57M -$55.9M 4 0.31% Reduced
104
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$56.6M -$588K 10 0.15% Reduced
105
BC
BHR Capital
New York
$56.5M +$3.21M 1 5.37% Increased
106
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$54.9M -$1.24M 5 0.15% Reduced
107
Citadel Advisors
Citadel Advisors
Florida
$54.8M +$11.7M 8 0.08% Increased
108
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$54.1M -$729K 10 0.17% Reduced
109
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$54M -$860K 2 1.01% Reduced
110
Riverbridge Partners
Riverbridge Partners
Minnesota
$53.8M +$2.71M 1 1.17% Increased
111
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$52.2M +$405K 3 0.14% Increased
112
PTC
Provident Trust Company
Wisconsin
$51.9M +$671K 1 3.72% Increased
113
Northern Trust Company of Connecticut
Northern Trust Company of Connecticut
Connecticut
$50.6M -$1.86M 5 0.33% Reduced
114
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$50.6M -$980K 10 0.16% Reduced
115
CHAM
Clear Harbor Asset Management
Connecticut
$50.4M -$149K 1 13.68% Reduced
116
MTB
Mizuho Trust & Banking
Japan
$49.3M $0 3 0.21% Maintained
117
BAMCO Inc
BAMCO Inc
New York
$47.7M -$44.4K 1 0.22% Reduced
118
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$47.4M -$5.29M 2 1% Reduced
119
VBCP
Vollero Beach Capital Partners
New York
$47.2M +$2.56M 1 3.44% Increased
120
PointState Capital
PointState Capital
New York
$46.5M +$1.06M 1 0.8% Increased
121
Appaloosa Management
Appaloosa Management
Florida
$45.8M -$11.4M 1 0.73% Reduced
122
VanEck Associates
VanEck Associates
New York
$45.6M +$194K 1 0.23% Increased
123
HCM
Hahn Capital Management
California
$44.7M +$14.2M 2 6.01% Increased
124
Prudential plc
Prudential plc
United Kingdom
$44.4M -$27.6M 1 0.23% Reduced
125
Boston Trust Walden
Boston Trust Walden
Massachusetts
$43.9M +$363K 1 0.67% Increased