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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
126
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$124M -$71M 2 1.59% Reduced
127
IC
Impactive Capital
New York
$123M -$10.5M 1 8.77% Reduced
128
SG Americas Securities
SG Americas Securities
New York
$120M -$139M 11 0.07% Reduced
129
Man Group
Man Group
United Kingdom
$116M -$20.8M 9 0.19% Reduced
130
Brandes Investment Partners
Brandes Investment Partners
California
$115M -$26.3M 1 0.81% Reduced
131
Nomura Asset Management
Nomura Asset Management
Japan
$114M +$9.84M 5 0.24% Increased
132
National Pension Service
National Pension Service
South Korea
$114M +$7.69M 3 0.07% Increased
133
Driehaus Capital Management
Driehaus Capital Management
Illinois
$114M +$17.1M 1 0.66% Increased
134
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$113M +$63.5M 5 0.98% Increased
135
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$110M -$50M 4 0.54% Reduced
136
NZS Capital
NZS Capital
Colorado
$108M +$10.2M 1 2.8% Increased
137
Stifel Financial
Stifel Financial
Missouri
$106M +$5.78M 12 0.09% Increased
138
Quantinno Capital Management
Quantinno Capital Management
New York
$105M -$16.6M 11 0.13% Reduced
139
Capital International Investors
Capital International Investors
California
$103M +$2.61M 1 0.02% Increased
140
Prudential Financial
Prudential Financial
New Jersey
$102M -$18.3M 11 0.11% Reduced
141
Natixis Advisors
Natixis Advisors
Massachusetts
$101M -$18.1M 9 0.11% Reduced
142
Jones Financial Companies
Jones Financial Companies
Missouri
$101M -$13.7M 12 0.04% Reduced
143
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$100M -$24.5M 13 0.13% Reduced
144
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$98.7M +$7.4M 3 0.34% Increased
145
Adage Capital Partners
Adage Capital Partners
Massachusetts
$98.3M -$84.1M 5 0.14% Reduced
146
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$97.6M +$3.65M 4 1.63% Increased
147
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$96.2M +$36.1M 6 0.14% Increased
148
Welch & Forbes
Welch & Forbes
Massachusetts
$94.3M -$15.6M 2 1.15% Reduced
149
Cerity Partners
Cerity Partners
New York
$91M -$15M 9 0.11% Reduced
150
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$89.6M +$4.85M 2 1.32% Increased