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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
National Pension Service
National Pension Service
South Korea
$193M +$1.2M 3 0.22% Increased
102
CIP
Champlain Investment Partners
Vermont
$191M -$44.1M 1 1.17% Reduced
103
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$190M +$1.72M 6 0.45% Increased
104
Parnassus Investments
Parnassus Investments
California
$189M -$15.8M 2 0.41% Reduced
105
Vontobel Holding
Vontobel Holding
Switzerland
$189M +$21.4M 6 0.61% Increased
106
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$186M +$3.2M 12 0.24% Increased
107
Raymond James & Associates
Raymond James & Associates
Florida
$179M -$3.86M 9 0.12% Reduced
108
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$176M -$1.87M 3 2.19% Reduced
109
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$171M +$19.6M 6 0.44% Increased
110
Russell Investments Group
Russell Investments Group
United Kingdom
$165M -$2.54M 12 0.27% Reduced
111
Citigroup
Citigroup
New York
$164M +$35.6M 12 0.11% Increased
112
Congress Asset Management
Congress Asset Management
Massachusetts
$162M +$4.08M 2 1.16% Increased
113
Federated Hermes
Federated Hermes
Pennsylvania
$162M -$33.3M 7 0.38% Reduced
114
TD Asset Management
TD Asset Management
Ontario, Canada
$161M -$5.7M 8 0.15% Reduced
115
CI Investments Inc
CI Investments Inc
Ontario, Canada
$160M -$18.8M 7 0.63% Reduced
116
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$156M +$10.7M 10 0.51% Increased
117
Welch & Forbes
Welch & Forbes
Massachusetts
$156M +$15M 2 2.08% Increased
118
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$156M -$23.6M 5 0.6% Reduced
119
Adage Capital Partners
Adage Capital Partners
Massachusetts
$155M +$67.7M 4 0.29% Increased
120
CCLA Investment Management
CCLA Investment Management
United Kingdom
$154M +$10.1M 1 2.38% Increased
121
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$152M +$101M 4 0.51% Increased
122
Balyasny Asset Management
Balyasny Asset Management
Illinois
$151M -$56.7M 8 0.26% Reduced
123
EARNEST Partners
EARNEST Partners
Georgia
$151M +$3.93M 1 0.7% Increased
124
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$149M +$32.8M 10 0.39% Increased
125
BAMCO Inc
BAMCO Inc
New York
$149M -$413K 1 0.43% Reduced