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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
TCW Group
TCW Group
California
$105M -$3.45M 3 1.17% Reduced
102
AAM
Ardevora Asset Management
United Kingdom
$104M +$16.3M 2 2.33% Increased
103
Prudential Financial
Prudential Financial
New Jersey
$103M +$20.3M 10 0.15% Increased
104
KeyBank National Association
KeyBank National Association
Ohio
$99.7M -$3.91M 5 0.53% Reduced
105
Nordea Investment Management
Nordea Investment Management
Sweden
$96.6M +$14.8M 3 0.19% Increased
106
D.E. Shaw & Co
D.E. Shaw & Co
New York
$96.1M +$60.1M 8 0.11% Increased
107
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$96M -$1.87M 11 0.23% Reduced
108
John W. Bristol & Co
John W. Bristol & Co
New York
$94.2M +$37K 1 2.27% Increased
109
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$93.7M -$7.07M 4 1.13% Reduced
110
Baird Financial Group
Baird Financial Group
Wisconsin
$92.7M -$2.11M 3 0.33% Reduced
111
HSBC Holdings
HSBC Holdings
United Kingdom
$92.1M +$20.9M 10 0.16% Increased
112
Russell Investments Group
Russell Investments Group
United Kingdom
$91.2M -$21.2M 10 0.17% Reduced
113
National Pension Service
National Pension Service
South Korea
$91.2M +$20.8M 3 0.25% Increased
114
Robeco Schweiz
Robeco Schweiz
Switzerland
$90.3M +$39.3M 4 3.37% Increased
115
Madison Asset Management
Madison Asset Management
Wisconsin
$90.2M +$91.9M 1 1.39% New
116
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$89.2M -$27.6K 6 0.21% Reduced
117
Two Sigma Advisers
Two Sigma Advisers
New York
$89M +$69.3M 8 0.21% Increased
118
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$88.7M +$7.66M 3 1.7% Increased
119
SCM
Suvretta Capital Management
New York
$88.2M -$42.6M 1 2.01% Reduced
120
Flossbach Von Storch
Flossbach Von Storch
Germany
$86.8M +$68.2M 1 0.59% Increased
121
CHAM
Clear Harbor Asset Management
Connecticut
$86.5M -$741K 2 14.98% Reduced
122
Raymond James & Associates
Raymond James & Associates
Florida
$82.9M -$1.11M 7 0.11% Reduced
123
Adage Capital Partners
Adage Capital Partners
Massachusetts
$81.5M -$18.3M 2 0.2% Reduced
124
SAM
Scopus Asset Management
New York
$80.6M -$3.96M 2 2.63% Reduced
125
SDJVC
St. Denis J. Villere & Co
Louisiana
$79.4M +$228K 1 5.2% Increased