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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
Gotham Asset Management
Gotham Asset Management
New York
$41.6M +$18.9M 4 0.41% Increased
127
Russell Frank Company
Russell Frank Company
Washington
$41.2M -$7.81M 7 0.08% Reduced
128
Renaissance Technologies
Renaissance Technologies
New York
$41M +$253K 6 0.1% Increased
129
PAR Capital Management
PAR Capital Management
Massachusetts
$40.6M $0 1 0.86% Maintained
130
NI
Nuance Investments
Missouri
$40.2M +$2.65M 1 4.39% Increased
131
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$40M -$449K 5 0.15% Reduced
132
ICM
IronBridge Capital Management
Illinois
$39.9M -$16.8M 1 1.56% Reduced
133
KeyBank National Association
KeyBank National Association
Ohio
$39.9M +$9.28M 4 0.28% Increased
134
Silvercrest Asset Management
Silvercrest Asset Management
New York
$39.4M -$2.61M 2 0.6% Reduced
135
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$39.2M +$315K 10 0.15% Increased
136
VanEck Associates
VanEck Associates
New York
$39M +$345K 3 0.3% Increased
137
Nuveen
Nuveen
North Carolina
$37.7M +$2.42M 4 0.21% Increased
138
KP
Kiltearn Partners
United Kingdom
$36.6M +$39.5M 1 1.7% New
139
CCP
Clough Capital Partners
Massachusetts
$35.9M +$37.9M 1 1.55% New
140
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$35.2M -$326K 11 0.04% Reduced
141
Eagle Asset Management
Eagle Asset Management
Florida
$35M +$3.02M 3 0.24% Increased
142
BlackRock Japan
BlackRock Japan
Japan
$34.9M +$139K 4 0.14% Increased
143
CBOA
Commonwealth Bank of Australia
Australia
$34.7M +$613K 4 0.44% Increased
144
Capital World Investors
Capital World Investors
California
$34.5M +$7.44M 1 0.01% Increased
145
Credit Agricole
Credit Agricole
France
$33.3M +$5.3M 5 0.17% Increased
146
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$33M +$34.7M 1 0.47% New
147
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.8M +$448K 11 0.03% Increased
148
RIM
Ranger Investment Management
Texas
$32.2M +$5.76M 2 1.81% Increased
149
Evercore Wealth Management
Evercore Wealth Management
New York
$31.9M +$1.14M 4 1.52% Increased
150
IAMA
Impax Asset Management (AIFM)
United Kingdom
$31.4M +$2.11M 3 12.04% Increased