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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
Prudential Financial
Prudential Financial
New Jersey
$133M +$37M 10 0.2% Increased
102
CI Investments Inc
CI Investments Inc
Ontario, Canada
$133M -$50M 6 0.56% Reduced
103
Eventide Asset Management
Eventide Asset Management
Massachusetts
$125M +$1.81M 1 1.86% Increased
104
Raymond James & Associates
Raymond James & Associates
Florida
$125M +$6.46M 8 0.13% Increased
105
AC
Alleghany Corporation
New York
$125M +$508K 1 3.99% Increased
106
NI
Nuance Investments
Missouri
$123M -$16.2M 1 2.29% Reduced
107
Envestnet Asset Management
Envestnet Asset Management
Illinois
$121M +$2.43M 8 0.08% Increased
108
National Pension Service
National Pension Service
South Korea
$120M +$4.42M 3 0.25% Increased
109
BAMCO Inc
BAMCO Inc
New York
$119M -$5.64M 1 0.29% Reduced
110
VOYA Investment Management
VOYA Investment Management
Georgia
$119M -$163M 11 0.24% Reduced
111
HSBC Holdings
HSBC Holdings
United Kingdom
$118M -$5.11M 7 0.14% Reduced
112
KeyBank National Association
KeyBank National Association
Ohio
$117M +$5.06M 4 0.54% Increased
113
ESCM
Echo Street Capital Management
New York
$115M +$26.2M 2 1.03% Increased
114
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$115M +$4.23M 3 1.79% Increased
115
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$113M -$4.33M 11 0.22% Reduced
116
Citigroup
Citigroup
New York
$113M -$17.1M 12 0.07% Reduced
117
STRS Ohio
STRS Ohio
Ohio
$113M +$438K 9 0.42% Increased
118
USS Investment Management
USS Investment Management
United Kingdom
$112M $0 4 0.97% Maintained
119
Chevy Chase Trust
Chevy Chase Trust
Maryland
$112M -$35M 4 0.4% Reduced
120
Storebrand Asset Management
Storebrand Asset Management
Norway
$111M +$15.3M 6 0.59% Increased
121
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$108M +$25.9M 8 0.38% Increased
122
Renaissance Technologies
Renaissance Technologies
New York
$106M +$1.66M 8 0.13% Increased
123
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$106M +$13.7M 7 0.6% Increased
124
US Bancorp
US Bancorp
Minnesota
$104M +$9.81M 12 0.21% Increased
125
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$99.6M +$4.62M 3 1.1% Increased