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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
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$99M +$5.13M 1 1.82% Increased
102
Renaissance Technologies
Renaissance Technologies
New York
$97.9M -$37M 8 0.09% Reduced
103
Stockbridge Partners
Stockbridge Partners
Massachusetts
$96.8M $0 1 3.56% Maintained
104
John W. Bristol & Co
John W. Bristol & Co
New York
$92.8M -$995K 1 2.49% Reduced
105
Eventide Asset Management
Eventide Asset Management
Massachusetts
$91.9M +$50.5M 2 3.16% Increased
106
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$90.7M -$794K 7 0.23% Reduced
107
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$90.6M -$491K 10 0.24% Reduced
108
Eaton Vance Management
Eaton Vance Management
Massachusetts
$89.7M +$7.06M 5 0.21% Increased
109
Baird Financial Group
Baird Financial Group
Wisconsin
$88.5M +$12.7M 3 0.52% Increased
110
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$86.1M +$22.1M 4 0.97% Increased
111
UBS Group
UBS Group
Switzerland
$85.7M +$6.63M 12 0.04% Increased
112
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$85M +$802K 1 2.69% Increased
113
CHAM
Clear Harbor Asset Management
Connecticut
$84.8M -$3.96M 1 17.19% Reduced
114
Jennison Associates
Jennison Associates
New York
$83.9M -$26.1M 2 0.08% Reduced
115
Silvercrest Asset Management
Silvercrest Asset Management
New York
$83.3M -$1.27M 4 0.82% Reduced
116
Raymond James & Associates
Raymond James & Associates
Florida
$80.4M +$831K 6 0.12% Increased
117
AAM
Ardevora Asset Management
United Kingdom
$79.4M -$5.68M 2 2.07% Reduced
118
SDJVC
St. Denis J. Villere & Co
Louisiana
$77.7M +$1.27M 1 5.09% Increased
119
KeyBank National Association
KeyBank National Association
Ohio
$77.4M +$2.26M 4 0.46% Increased
120
Prudential Financial
Prudential Financial
New Jersey
$77.2M -$4.46M 10 0.13% Reduced
121
Los Angeles Capital Management
Los Angeles Capital Management
California
$76.1M +$14.5M 8 0.42% Increased
122
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$75.6M -$2.11M 9 0.4% Reduced
123
Frontier Capital Management
Frontier Capital Management
Massachusetts
$74.9M +$56.4M 2 0.53% Increased
124
Natixis Advisors
Natixis Advisors
Massachusetts
$74.3M +$3.83M 5 0.65% Increased
125
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$73.9M +$18.8M 4 0.66% Increased