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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
Robeco Schweiz
Robeco Schweiz
Switzerland
$184M -$16.7M 4 4.25% Reduced
102
Nordea Investment Management
Nordea Investment Management
Sweden
$178M -$80.5M 3 0.17% Reduced
103
BAMCO Inc
BAMCO Inc
New York
$178M -$1.38M 2 0.48% Reduced
104
Rathbones Group
Rathbones Group
United Kingdom
$176M +$7.01M 4 0.76% Increased
105
Bank of Montreal
Bank of Montreal
Ontario, Canada
$174M -$42.8M 9 0.08% Reduced
106
Renaissance Technologies
Renaissance Technologies
New York
$172M -$19.6M 12 0.23% Reduced
107
DZ Bank
DZ Bank
Germany
$170M -$9.57M 4 0.17% Reduced
108
Macquarie Group
Macquarie Group
Australia
$170M -$67.4M 5 0.21% Reduced
109
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$168M -$14.1M 10 0.3% Reduced
110
Third Point
Third Point
New York
$166M -$18.5M 1 2.18% Reduced
111
Aberdeen Group
Aberdeen Group
United Kingdom
$166M +$15M 7 0.28% Increased
112
Russell Investments Group
Russell Investments Group
United Kingdom
$164M -$6.75M 11 0.21% Reduced
113
Welch & Forbes
Welch & Forbes
Massachusetts
$163M +$1.98M 2 2.04% Increased
114
Two Sigma Investments
Two Sigma Investments
New York
$163M -$36.4M 10 0.29% Reduced
115
Fidelity International
Fidelity International
Bermuda
$162M -$18.9M 5 0.14% Reduced
116
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$161M -$5.29M 5 0.69% Reduced
117
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$158M -$10.2M 3 1.89% Reduced
118
Citadel Advisors
Citadel Advisors
Florida
$148M -$144M 12 0.03% Reduced
119
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$146M -$6.24M 5 0.34% Reduced
120
LPL Financial
LPL Financial
California
$142M +$19.1M 11 0.05% Increased
121
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$141M -$8.58M 7 0.12% Reduced
122
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$141M -$14.4M 1 2.42% Reduced
123
TIM
Triodos Investment Management
Netherlands
$137M +$953K 4 10.25% Increased
124
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$136M -$8.33M 3 0.5% Reduced
125
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$134M +$12M 7 0.58% Increased