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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
$103M -$7.54M 1 1.82% Reduced
102
KeyBank National Association
KeyBank National Association
Ohio
$102M +$19.2M 4 0.59% Increased
103
Eaton Vance Management
Eaton Vance Management
Massachusetts
$101M +$7.14M 5 0.22% Increased
104
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$100M -$25.2M 2 0.53% Reduced
105
Millennium Management
Millennium Management
New York
$99.2M -$967K 8 0.15% Reduced
106
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$99M +$2.84M 4 1.2% Increased
107
Baird Financial Group
Baird Financial Group
Wisconsin
$98.8M +$4.51M 3 0.38% Increased
108
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$98.5M +$1.41M 10 0.26% Increased
109
John W. Bristol & Co
John W. Bristol & Co
New York
$98.3M -$1.04M 1 2.54% Reduced
110
Adage Capital Partners
Adage Capital Partners
Massachusetts
$95.7M +$61.3M 2 0.24% Increased
111
Los Angeles Capital Management
Los Angeles Capital Management
California
$95M +$13.4M 8 0.51% Increased
112
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$93.9M -$1.36M 1 2.96% Reduced
113
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$93M -$17.6M 4 0.47% Reduced
114
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$92.9M -$4.29M 5 0.24% Reduced
115
UBS Group
UBS Group
Switzerland
$90.3M -$1.01M 12 0.03% Reduced
116
Maverick Capital
Maverick Capital
Texas
$88.9M +$85.1M 1 1.29% New
117
Alyeska Investment Group
Alyeska Investment Group
Illinois
$88.7M -$43.6M 1 1.14% Reduced
118
Raymond James & Associates
Raymond James & Associates
Florida
$87.8M +$1.5M 8 0.13% Increased
119
CHAM
Clear Harbor Asset Management
Connecticut
$87.6M -$3.14M 1 17.63% Reduced
120
Silvercrest Asset Management
Silvercrest Asset Management
New York
$85.2M +$689K 4 0.8% Increased
121
AAM
Ardevora Asset Management
United Kingdom
$84.8M +$238K 2 2.07% Increased
122
Balyasny Asset Management
Balyasny Asset Management
Illinois
$83.4M +$50.3M 5 0.53% Increased
123
SDJVC
St. Denis J. Villere & Co
Louisiana
$82.7M -$480K 1 5.07% Reduced
124
Citigroup
Citigroup
New York
$82M +$15.4M 12 0.07% Increased
125
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$80.7M -$706K 8 0.43% Reduced