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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
KeyBank National Association
KeyBank National Association
Ohio
$104M +$3.88M 4 0.59% Increased
102
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$102M -$3.09M 4 1.28% Reduced
103
Renaissance Technologies
Renaissance Technologies
New York
$99.9M -$55.1M 8 0.08% Reduced
104
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$97.9M -$13M 1 1.59% Reduced
105
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$97.7M +$316K 10 0.26% Increased
106
STRS Ohio
STRS Ohio
Ohio
$96.7M -$18.6M 7 0.42% Reduced
107
Baird Financial Group
Baird Financial Group
Wisconsin
$95.7M +$659K 3 0.38% Increased
108
Adage Capital Partners
Adage Capital Partners
Massachusetts
$95.1M +$3.09M 2 0.23% Increased
109
John W. Bristol & Co
John W. Bristol & Co
New York
$94.8M -$890K 1 2.46% Reduced
110
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$94.7M +$1.51M 2 0.49% Increased
111
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$94.3M -$71.6M 2 1.26% Reduced
112
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$89.6M -$1.94M 5 0.23% Reduced
113
AAM
Ardevora Asset Management
United Kingdom
$88M +$6.46M 2 2.45% Increased
114
CHAM
Clear Harbor Asset Management
Connecticut
$87.8M +$2.55M 1 17.15% Increased
115
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$86.5M +$16.8M 4 0.84% Increased
116
SAM
Scopus Asset Management
New York
$86M -$28.3M 2 2.8% Reduced
117
Citadel Advisors
Citadel Advisors
Florida
$84.8M -$102M 11 0.04% Reduced
118
Raymond James & Associates
Raymond James & Associates
Florida
$84.6M -$998K 8 0.12% Reduced
119
CRM
Cramer Rosenthal McGlynn
Connecticut
$82M +$7.93M 3 2.32% Increased
120
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$81.5M +$82.1M 3 1.67% New
121
Nordea Investment Management
Nordea Investment Management
Sweden
$81.5M +$48.4M 2 0.18% Increased
122
Prudential Financial
Prudential Financial
New Jersey
$80.2M +$1.39M 10 0.13% Increased
123
SDJVC
St. Denis J. Villere & Co
Louisiana
$79.7M -$843K 1 5.35% Reduced
124
CAM
Cacti Asset Management
Georgia
$79.4M -$77K 1 6.16% Reduced
125
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$76.9M -$53.5M 1 0.26% Reduced