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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
101
Russell Frank Company
Russell Frank Company
Washington
$59.1M -$13.6M 9 0.11% Reduced
102
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$59.1M +$7.64M 2 1.15% Increased
103
BC
BHR Capital
New York
$58.9M $0 1 4.88% Maintained
104
Prudential plc
Prudential plc
United Kingdom
$58.4M +$3.16M 1 0.25% Increased
105
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$58.4M -$1.82M 5 0.15% Reduced
106
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$58.2M -$1.35M 10 0.17% Reduced
107
Stockbridge Partners
Stockbridge Partners
Massachusetts
$57.9M -$40.4M 1 4.13% Reduced
108
Manning & Napier Advisors
Manning & Napier Advisors
New York
$56.9M -$39M 1 0.26% Reduced
109
PTC
Provident Trust Company
Wisconsin
$56.6M +$326K 1 3.29% Increased
110
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$56M -$1.41M 3 0.14% Reduced
111
Managed Account Advisors
Managed Account Advisors
New Jersey
$55.7M -$7.08M 6 0.07% Reduced
112
Suntrust Banks
Suntrust Banks
Georgia
$55.1M +$26.2M 7 0.21% Increased
113
CHAM
Clear Harbor Asset Management
Connecticut
$52.6M -$8.84K 1 13.21% Reduced
114
MTB
Mizuho Trust & Banking
Japan
$51.7M -$7.58M 3 0.2% Reduced
115
VanEck Associates
VanEck Associates
New York
$51.6M +$2.14M 1 0.26% Increased
116
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$51.3M -$4.05M 10 0.15% Reduced
117
Northern Trust Company of Connecticut
Northern Trust Company of Connecticut
Connecticut
$50.2M -$3.92M 6 0.31% Reduced
118
Geneva Capital Management
Geneva Capital Management
Wisconsin
$49.9M -$15.1M 1 1.13% Reduced
119
AQR Capital Management
AQR Capital Management
Connecticut
$48.5M +$15.2M 8 0.14% Increased
120
Nuveen
Nuveen
North Carolina
$47.7M +$258K 4 0.31% Increased
121
Boston Trust Walden
Boston Trust Walden
Massachusetts
$46.8M -$2.7M 1 0.68% Reduced
122
Calamos Advisors
Calamos Advisors
Illinois
$46.5M -$297K 2 0.3% Reduced
123
TCP
TAMRO Capital Partners
Virginia
$45.7M -$1.53M 1 1.88% Reduced
124
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$45.3M -$606K 10 0.03% Reduced
125
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$44.9M -$821K 7 0.24% Reduced