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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
$186M -$2.41M 8 1.4% Reduced
102
Storebrand Asset Management
Storebrand Asset Management
Norway
$180M -$6.11M 7 0.55% Reduced
103
Parnassus Investments
Parnassus Investments
California
$178M +$14.7M 2 0.4% Increased
104
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$178M +$190M 4 0.35% New
105
Sands Capital Management
Sands Capital Management
Virginia
$169M -$36.4M 1 0.5% Reduced
106
Russell Investments Group
Russell Investments Group
United Kingdom
$166M +$5.2M 12 0.23% Increased
107
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$165M -$730K 2 1.98% Reduced
108
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$162M +$19.1M 5 0.79% Increased
109
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$162M -$183M 1 2.75% Reduced
110
Vontobel Holding
Vontobel Holding
Switzerland
$161M -$5.57M 7 0.55% Reduced
111
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$159M -$8.45M 6 0.15% Reduced
112
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$155M -$5.13M 12 0.21% Reduced
113
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$152M -$11.1M 6 0.36% Reduced
114
TD Asset Management
TD Asset Management
Ontario, Canada
$150M -$24.5M 6 0.13% Reduced
115
CCLA Investment Management
CCLA Investment Management
United Kingdom
$149M +$6.49M 1 2.36% Increased
116
EARNEST Partners
EARNEST Partners
Georgia
$147M -$1.22M 1 0.65% Reduced
117
Welch & Forbes
Welch & Forbes
Massachusetts
$144M -$1.24M 2 1.85% Reduced
118
Citigroup
Citigroup
New York
$142M -$19.9M 12 0.08% Reduced
119
Flossbach Von Storch
Flossbach Von Storch
Germany
$141M +$8.56M 1 0.56% Increased
120
Rathbones Group
Rathbones Group
United Kingdom
$139M +$23.5M 4 0.67% Increased
121
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$138M +$2.68M 5 0.32% Increased
122
TIM
Triodos Investment Management
Netherlands
$133M +$11.8M 4 10.76% Increased
123
Marshall Wace
Marshall Wace
United Kingdom
$133M +$94.2M 9 0.16% Increased
124
BAMCO Inc
BAMCO Inc
New York
$132M -$2.46M 1 0.34% Reduced
125
Squarepoint
Squarepoint
New York
$131M +$80.7M 9 0.13% Increased