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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
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$95.9M +$1.91M 6 0.21% Increased
127
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$95.7M -$50.3M 3 0.37% Reduced
128
KeyBank National Association
KeyBank National Association
Ohio
$94.2M -$17.7M 4 0.46% Reduced
129
ESCM
Echo Street Capital Management
New York
$90.5M -$10.9M 2 0.82% Reduced
130
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$89.8M +$11.4M 11 0.23% Increased
131
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$89.7M -$55.8M 5 0.63% Reduced
132
Congress Asset Management
Congress Asset Management
Massachusetts
$87.2M -$4.72M 3 0.83% Reduced
133
CHAM
Clear Harbor Asset Management
Connecticut
$86.2M -$1.51M 1 11.48% Reduced
134
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$85.9M -$5.77M 7 0.23% Reduced
135
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$83.5M -$193K 7 0.2% Reduced
136
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$82.7M $0 2 0.63% Maintained
137
SEI Investments
SEI Investments
Pennsylvania
$81.2M +$22.8M 9 0.18% Increased
138
APG Asset Management
APG Asset Management
Netherlands
$80.5M +$36.9M 4 0.19% Increased
139
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$80.4M -$1.38M 1 4.55% Reduced
140
Adage Capital Partners
Adage Capital Partners
Massachusetts
$80.3M +$9.56M 4 0.18% Increased
141
Silvercrest Asset Management
Silvercrest Asset Management
New York
$79.6M +$5.93M 4 0.61% Increased
142
CAM
Cacti Asset Management
Georgia
$79.4M +$94.8K 1 7.4% Increased
143
Welch & Forbes
Welch & Forbes
Massachusetts
$77.7M -$83.9K 2 1.42% Reduced
144
CI Investments Inc
CI Investments Inc
Ontario, Canada
$77.1M -$53.2M 6 0.36% Reduced
145
Citigroup
Citigroup
New York
$76.9M +$7.39M 12 0.06% Increased
146
Man Group
Man Group
United Kingdom
$76.8M -$71.8M 0 – Closed
147
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$76.5M -$2.97M 2 2.15% Reduced
148
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$75.2M -$2.66M 10 0.07% Reduced
149
Acadian Asset Management
Acadian Asset Management
Massachusetts
$74.6M -$16.3M 6 0.38% Reduced
150
Madison Asset Management
Madison Asset Management
Wisconsin
$74.1M -$8.81M 1 1.16% Reduced