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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
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$193M +$22.7M 5 0.48% Increased
102
Vontobel Holding
Vontobel Holding
Switzerland
$187M -$1.72M 6 0.6% Reduced
103
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$186M +$114M 10 0.27% Increased
104
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$186M -$1.83M 6 0.42% Reduced
105
Parnassus Investments
Parnassus Investments
California
$183M -$4.46M 2 0.39% Reduced
106
Russell Investments Group
Russell Investments Group
United Kingdom
$182M +$10.8M 12 0.26% Increased
107
William Blair Investment Management
William Blair Investment Management
Illinois
$180M -$44.8M 1 0.44% Reduced
108
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$180M -$6.57M 12 0.24% Reduced
109
Raymond James & Associates
Raymond James & Associates
Florida
$179M -$1.57M 10 0.11% Reduced
110
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$176M +$13.7M 5 0.59% Increased
111
Renaissance Technologies
Renaissance Technologies
New York
$175M +$20.1M 11 0.26% Increased
112
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$174M -$3.73M 3 2.04% Reduced
113
Citigroup
Citigroup
New York
$173M +$6.24M 12 0.1% Increased
114
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$171M -$34.7M 1 0.54% Reduced
115
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$166M +$4.26M 10 0.49% Increased
116
Federated Hermes
Federated Hermes
Pennsylvania
$165M +$3.91M 9 0.36% Increased
117
Welch & Forbes
Welch & Forbes
Massachusetts
$159M +$2.6M 2 2.03% Increased
118
EARNEST Partners
EARNEST Partners
Georgia
$159M -$4.8M 1 0.69% Reduced
119
CCLA Investment Management
CCLA Investment Management
United Kingdom
$154M $0 1 2.38% Maintained
120
Alyeska Investment Group
Alyeska Investment Group
Illinois
$152M +$54.4M 3 0.77% Increased
121
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$148M -$17M 3 1.05% Reduced
122
TIM
Triodos Investment Management
Netherlands
$146M +$5.78M 4 11.53% Increased
123
Eventide Asset Management
Eventide Asset Management
Massachusetts
$145M +$5.44M 1 2.5% Increased
124
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$145M -$1.55M 5 0.32% Reduced
125
BAMCO Inc
BAMCO Inc
New York
$143M -$3.41M 1 0.38% Reduced