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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
151
APG Asset Management
APG Asset Management
Netherlands
$64.6M +$9.33M 2 0.11% Increased
152
Storebrand Asset Management
Storebrand Asset Management
Norway
$63.8M +$3.72M 6 0.46% Increased
153
Madison Asset Management
Madison Asset Management
Wisconsin
$63.6M -$883K 1 1.06% Reduced
154
Canada Life
Canada Life
Manitoba, Canada
$62.7M -$1.49M 11 0.14% Reduced
155
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$61.2M +$10.1M 2 1.29% Increased
156
Royce & Associates
Royce & Associates
New York
$60.7M -$14.3M 7 0.66% Reduced
157
Natixis Advisors
Natixis Advisors
Massachusetts
$60.4M -$25.1M 4 0.38% Reduced
158
Truist Financial
Truist Financial
North Carolina
$59.6M +$585K 6 0.13% Increased
159
CAM
Cacti Asset Management
Georgia
$59.3M -$5.35M 1 6.83% Reduced
160
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$59.2M +$6.63M 1 4.47% Increased
161
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$58.6M +$3.88M 3 0.33% Increased
162
MC
MIG Capital
California
$56.3M -$7.73M 1 5.74% Reduced
163
ECP
Electron Capital Partners
New York
$55.6M +$18.1M 1 3.84% Increased
164
SAM
Scopus Asset Management
New York
$55.2M +$1.73M 4 1.07% Increased
165
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$55.2M -$2.98M 4 0.12% Reduced
166
William Blair Investment Management
William Blair Investment Management
Illinois
$53.3M -$6.76M 1 0.21% Reduced
167
SEI Investments
SEI Investments
Pennsylvania
$53.3M -$964K 8 0.15% Reduced
168
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$53.2M +$4.08M 2 1.73% Increased
169
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$52.7M -$4.42M 6 0.21% Reduced
170
Royal London Asset Management
Royal London Asset Management
United Kingdom
$52.3M -$24.1M 4 0.32% Reduced
171
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$52M -$1.63M 3 0.24% Reduced
172
ESCM
Echo Street Capital Management
New York
$51.8M +$5.73M 1 0.89% Increased
173
Baird Financial Group
Baird Financial Group
Wisconsin
$50.1M +$251K 3 0.17% Increased
174
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$49.4M +$748K 2 0.39% Increased
175
AAM
Ardevora Asset Management
United Kingdom
$49M +$1.48M 1 0.9% Increased