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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
Gabelli Funds
Gabelli Funds
New York
$206M -$13.1M 8 1.52% Reduced
102
Balyasny Asset Management
Balyasny Asset Management
Illinois
$205M +$69.5M 8 0.36% Increased
103
SEI Investments
SEI Investments
Pennsylvania
$204M +$42.9M 9 0.3% Increased
104
Parnassus Investments
Parnassus Investments
California
$201M -$141M 2 0.43% Reduced
105
Federated Hermes
Federated Hermes
Pennsylvania
$195M -$38.7M 7 0.45% Reduced
106
CI Investments Inc
CI Investments Inc
Ontario, Canada
$194M +$50.8M 8 0.77% Increased
107
National Pension Service
National Pension Service
South Korea
$192M +$627K 3 0.23% Increased
108
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$192M -$6.9M 5 0.44% Reduced
109
Danske Bank
Danske Bank
Denmark
$192M +$180M 5 0.6% New
110
CM
Cohanzick Management
New York
$188M -$353K 1 81.21% Reduced
111
Renaissance Technologies
Renaissance Technologies
New York
$183M +$74.7M 9 0.29% Increased
112
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$182M +$7.19M 5 0.42% Increased
113
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$182M -$7.77M 12 0.24% Reduced
114
Raymond James & Associates
Raymond James & Associates
Florida
$182M +$941K 9 0.12% Increased
115
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$181M +$8.16M 3 2.3% Increased
116
Man Group
Man Group
United Kingdom
$174M +$7.9M 10 0.44% Increased
117
Natixis Advisors
Natixis Advisors
Massachusetts
$173M -$13.9M 6 0.4% Reduced
118
VOYA Investment Management
VOYA Investment Management
Georgia
$171M -$9.96M 10 0.17% Reduced
119
TD Asset Management
TD Asset Management
Ontario, Canada
$170M -$8.96M 8 0.16% Reduced
120
NI
Nuance Investments
Missouri
$169M -$39.4M 1 4.44% Reduced
121
Russell Investments Group
Russell Investments Group
United Kingdom
$169M +$23.7M 11 0.27% Increased
122
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$165M +$4.08M 4 0.63% Increased
123
Vontobel Holding
Vontobel Holding
Switzerland
$163M +$1.12M 5 1.3% Increased
124
EARNEST Partners
EARNEST Partners
Georgia
$163M -$21.3M 1 0.75% Reduced
125
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$160M -$36.4M 2 2.8% Reduced