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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
Bessemer Group
Bessemer Group
New Jersey
$74.7M -$57.2M 5 0.24% Reduced
127
USS Investment Management
USS Investment Management
United Kingdom
$74.2M -$18M 4 0.78% Reduced
128
Aperio Group
Aperio Group
California
$72.1M -$2.32M 10 0.27% Reduced
129
Frontier Capital Management
Frontier Capital Management
Massachusetts
$72M -$3.89M 2 0.64% Reduced
130
MPIA
Mountain Pacific Investment Advisers
Idaho
$71.7M +$172K 2 6.34% Increased
131
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$71.5M +$5.6M 3 0.82% Increased
132
Royce & Associates
Royce & Associates
New York
$71.2M -$13.5M 8 0.78% Reduced
133
NI
Nuance Investments
Missouri
$70.5M +$36.4M 2 1.83% Increased
134
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$70.5M +$45.9M 8 0.13% Increased
135
Sands Capital Management
Sands Capital Management
Virginia
$70.4M +$1.38M 1 0.17% Increased
136
HSBC Holdings
HSBC Holdings
United Kingdom
$70.3M +$3.31M 9 0.13% Increased
137
Eaton Vance Management
Eaton Vance Management
Massachusetts
$69.2M -$35.6M 5 0.14% Reduced
138
Royal London Asset Management
Royal London Asset Management
United Kingdom
$69.1M -$8.53M 4 0.48% Reduced
139
D.E. Shaw & Co
D.E. Shaw & Co
New York
$68.6M -$54.8K 10 0.08% Reduced
140
Citadel Advisors
Citadel Advisors
Florida
$68.5M -$28.8M 12 0.02% Reduced
141
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$68M -$8.55M 5 0.12% Reduced
142
Prudential Financial
Prudential Financial
New Jersey
$67.8M -$16.3M 9 0.13% Reduced
143
Welch & Forbes
Welch & Forbes
Massachusetts
$67.1M +$1.01M 2 1.57% Increased
144
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$65.4M +$20.4M 1 2.02% Increased
145
EULAV Asset Management
EULAV Asset Management
Florida
$65.1M +$1.43K 1 2.13% Increased
146
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$63.4M -$933K 9 0.36% Reduced
147
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$63.2M +$11.3M 3 0.17% Increased
148
Swedbank
Swedbank
Sweden
$62.9M +$8.24M 1 0.23% Increased
149
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$62.1M +$8.44M 5 0.17% Increased
150
Stifel Financial
Stifel Financial
Missouri
$61.1M -$3.08M 8 0.14% Reduced