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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
CIP
Champlain Investment Partners
Vermont
$181M -$52.6M 1 1.37% Reduced
102
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$181M +$19.8M 7 0.13% Increased
103
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$180M -$41M 10 0.15% Reduced
104
Citigroup
Citigroup
New York
$178M -$43.8M 12 0.08% Reduced
105
Balyasny Asset Management
Balyasny Asset Management
Illinois
$177M +$120M 8 0.22% Increased
106
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$176M +$7.44M 10 0.29% Increased
107
Sands Capital Management
Sands Capital Management
Virginia
$175M +$12.8M 1 0.48% Increased
108
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$173M -$16.5M 12 0.22% Reduced
109
Aberdeen Group
Aberdeen Group
United Kingdom
$173M +$665K 6 0.27% Increased
110
Tredje AP-fonden
Tredje AP-fonden
Sweden
$173M +$81.2M 3 1.39% Increased
111
Fidelity International
Fidelity International
Bermuda
$172M -$11.9M 5 0.13% Reduced
112
Jane Street
Jane Street
New York
$168M +$97.4M 10 0.03% Increased
113
AXA Investment Managers
AXA Investment Managers
France
$163M +$158M 4 0.44% New
114
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$162M +$23.4M 7 0.51% Increased
115
Adage Capital Partners
Adage Capital Partners
Massachusetts
$159M -$49.4M 5 0.25% Reduced
116
Welch & Forbes
Welch & Forbes
Massachusetts
$158M +$1.25M 2 1.9% Increased
117
Man Group
Man Group
United Kingdom
$156M +$16.3M 9 0.27% Increased
118
LPL Financial
LPL Financial
California
$154M +$7.77M 11 0.05% Increased
119
TIM
Triodos Investment Management
Netherlands
$151M -$844K 4 10.88% Reduced
120
Rathbones Group
Rathbones Group
United Kingdom
$150M -$27.4M 4 0.61% Reduced
121
Bank of Montreal
Bank of Montreal
Ontario, Canada
$149M -$22.6M 9 0.06% Reduced
122
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$143M -$2.77M 3 1.64% Reduced
123
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$143M -$38.4M 5 0.56% Reduced
124
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$143M +$19.3M 3 2.43% Increased
125
CCLA Investment Management
CCLA Investment Management
United Kingdom
$142M +$152M 1 2.28% New