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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
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$88.8M +$3.03M 2 1.35% Increased
102
Silvercrest Asset Management
Silvercrest Asset Management
New York
$85.8M +$343K 4 0.8% Increased
103
Select Equity Group
Select Equity Group
New York
$83.5M -$12.8M 1 0.67% Reduced
104
Epoch Investment Partners
Epoch Investment Partners
New York
$83M -$13.1M 1 0.26% Reduced
105
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$81.5M +$11.7M 1 1.46% Increased
106
Marshall Wace
Marshall Wace
United Kingdom
$80M +$76.8M 3 1.2% Increased
107
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$79.2M +$13.3M 4 0.52% Increased
108
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$79M -$1.61M 6 0.19% Reduced
109
John W. Bristol & Co
John W. Bristol & Co
New York
$78.5M +$342K 1 2.22% Increased
110
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$78.5M +$4.49M 1 1.93% Increased
111
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$78.2M +$633K 9 0.21% Increased
112
PAR Capital Management
PAR Capital Management
Massachusetts
$78.1M $0 1 0.88% Maintained
113
Chevy Chase Trust
Chevy Chase Trust
Maryland
$78M +$1.42M 3 0.34% Increased
114
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$76.8M +$2.3M 1 3.57% Increased
115
CHAM
Clear Harbor Asset Management
Connecticut
$76.1M -$529K 1 14.22% Reduced
116
Eaton Vance Management
Eaton Vance Management
Massachusetts
$74.9M +$2.3M 3 0.18% Increased
117
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$73.9M -$949K 1 0.92% Reduced
118
Alyeska Investment Group
Alyeska Investment Group
Illinois
$73.9M +$36.7M 1 0.66% Increased
119
CRM
Cramer Rosenthal McGlynn
Connecticut
$73.7M -$5.15M 2 1.32% Reduced
120
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$73.4M +$10.9M 3 0.74% Increased
121
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$73.1M +$9.62M 6 0.37% Increased
122
UBS Group
UBS Group
Switzerland
$72.6M -$9.92M 12 0.03% Reduced
123
BAMCO Inc
BAMCO Inc
New York
$70.1M -$10.5K 1 0.31% Reduced
124
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$69.9M -$5.52M 5 0.2% Reduced
125
Raymond James & Associates
Raymond James & Associates
Florida
$67.8M +$3.07M 7 0.11% Increased