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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
TD Asset Management
TD Asset Management
Ontario, Canada
$85.5M -$9.67M 5 0.14% Reduced
102
Citadel Advisors
Citadel Advisors
Florida
$82.3M -$202M 12 0.04% Reduced
103
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$81.9M +$119K 9 0.25% Increased
104
Nordea Investment Management
Nordea Investment Management
Sweden
$81.9M -$1.56M 3 0.2% Reduced
105
KeyBank National Association
KeyBank National Association
Ohio
$80.5M -$5.63M 3 0.54% Reduced
106
National Pension Service
National Pension Service
South Korea
$79.6M +$551K 3 0.27% Increased
107
Madison Asset Management
Madison Asset Management
Wisconsin
$77.5M -$2.42M 1 1.59% Reduced
108
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$77.1M -$5.77M 4 0.93% Reduced
109
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$75.9M -$1.68M 5 0.23% Reduced
110
Renaissance Technologies
Renaissance Technologies
New York
$75.6M -$51.3M 7 0.07% Reduced
111
Korea Investment Corp
Korea Investment Corp
South Korea
$75.3M +$18M 4 0.33% Increased
112
Robeco Schweiz
Robeco Schweiz
Switzerland
$74.3M -$698K 4 3.18% Reduced
113
CHAM
Clear Harbor Asset Management
Connecticut
$73.8M -$2.63M 1 17.2% Reduced
114
Raymond James & Associates
Raymond James & Associates
Florida
$73.5M +$1.96M 6 0.12% Increased
115
Alyeska Investment Group
Alyeska Investment Group
Illinois
$73M +$86.4M 3 1.45% New
116
Prudential Financial
Prudential Financial
New Jersey
$72.6M -$10.2M 10 0.16% Reduced
117
Samlyn Capital
Samlyn Capital
New York
$72.5M +$23.8M 1 1.83% Increased
118
Russell Investments Group
Russell Investments Group
United Kingdom
$72M -$5.81M 11 0.19% Reduced
119
Royce & Associates
Royce & Associates
New York
$71.1M -$41.6M 8 0.97% Reduced
120
Royal London Asset Management
Royal London Asset Management
United Kingdom
$70.4M +$2.42M 4 0.57% Increased
121
SDJVC
St. Denis J. Villere & Co
Louisiana
$70.1M +$276K 1 5.98% Increased
122
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$68.6M +$16.1M 3 1.15% Increased
123
Frontier Capital Management
Frontier Capital Management
Massachusetts
$66.5M -$34.8M 2 0.75% Reduced
124
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$65.9M -$12.9M 3 1.72% Reduced
125
Empyrean Capital Partners
Empyrean Capital Partners
California
$64.5M +$74M 1 4.43% New