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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
Boston Trust Walden
Boston Trust Walden
Massachusetts
$120M -$12.1M 4 0.99% Reduced
127
Natixis Advisors
Natixis Advisors
Massachusetts
$120M -$36.2M 9 0.17% Reduced
128
Woodline Partners
Woodline Partners
California
$118M -$29.9M 4 0.45% Reduced
129
IC
Impactive Capital
New York
$117M -$93M 1 8.52% Reduced
130
Prudential Financial
Prudential Financial
New Jersey
$117M +$9.53M 11 0.14% Increased
131
CI Investments Inc
CI Investments Inc
Ontario, Canada
$116M -$812K 4 0.56% Reduced
132
Cerity Partners
Cerity Partners
New York
$114M -$15.3M 9 0.16% Reduced
133
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$114M +$27.5M 1 1.42% Increased
134
Federated Hermes
Federated Hermes
Pennsylvania
$113M -$25.3M 10 0.18% Reduced
135
Welch & Forbes
Welch & Forbes
Massachusetts
$113M -$3.71M 2 1.46% Reduced
136
Jones Financial Companies
Jones Financial Companies
Missouri
$113M +$92.9M 12 0.05% Increased
137
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$110M -$8.86M 6 0.78% Reduced
138
OpenArc Corporate Advisory
OpenArc Corporate Advisory
Georgia
$110M -$190M 1 1.58% Reduced
139
National Pension Service
National Pension Service
South Korea
$110M -$1.2M 3 0.08% Reduced
140
LSV Asset Management
LSV Asset Management
Illinois
$106M +$46.8M 3 0.23% Increased
141
Balyasny Asset Management
Balyasny Asset Management
Illinois
$105M -$715K 9 0.14% Reduced
142
Nomura Asset Management
Nomura Asset Management
Japan
$105M +$26.2M 7 0.27% Increased
143
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$105M +$57.6M 4 0.27% Increased
144
NZS Capital
NZS Capital
Colorado
$102M +$23.2M 1 3.41% Increased
145
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$102M -$6.66M 7 0.34% Reduced
146
Holocene Advisors
Holocene Advisors
New York
$101M -$35.5M 7 0.24% Reduced
147
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$94.5M +$42.2M 4 1.61% Increased
148
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$94.3M -$26.1M 3 0.13% Reduced
149
Stifel Financial
Stifel Financial
Missouri
$93.5M -$9.48M 11 0.09% Reduced
150
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$93.3M -$13.7M 3 0.36% Reduced