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 |
Alyeska Investment Group
Chicago,
Illinois
| $91.5M | +$69.7M | 1 | 1.01% | Increased |
|
| 152 |
Handelsbanken Fonder
Stockholm,
Sweden
| $90.3M | -$14M | 7 | 0.5% | Reduced |
|
| 153 |
Madison Asset Management
Madison,
Wisconsin
| $89.3M | -$580K | 1 | 1.28% | Reduced |
|
| 154 |
CAM
Cacti Asset Management
Atlanta,
Georgia
| $87.2M | +$590K | 1 | 6.77% | Increased |
|
| 155 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| $85.9M | -$17.8M | 4 | 0.58% | Reduced |
|
| 156 |
Canada Life
Winnipeg,
Manitoba, Canada
| $85.5M | -$247K | 10 | 0.18% | Reduced |
|
| 157 |
SDJVC
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $85.3M | -$663K | 1 | 5.07% | Reduced |
|
| 158 |
D.E. Shaw & Co
New York
| $85M | -$3.46M | 10 | 0.08% | Reduced |
|
| 159 |
Zurich Insurance Group
Zurich,
Switzerland
| $84.6M | +$3.93M | 1 | 1.05% | Increased |
|
| 160 |
Silvercrest Asset Management
New York
| $84M | +$53M | 4 | 0.55% | Increased |
|
| 161 |
Natixis
Paris,
France
| $81.8M | +$65.5M | 4 | 0.29% | Increased |
|
| 162 |
MPIA
Mountain Pacific Investment Advisers
Boise,
Idaho
| $81.3M | -$385K | 2 | 5.31% | Reduced |
|
| 163 |
Citigroup
New York
| $80.2M | +$3.29M | 12 | 0.05% | Increased |
|
| 164 |
EULAV Asset Management
Sarasota,
Florida
| $79.2M | $0 | 1 | 2.36% | Maintained |
|
| 165 |
Man Group
London,
United Kingdom
| $77.3M | +$16.2M | 7 | 0.27% | Increased |
|
| 166 |
Adage Capital Partners
Boston,
Massachusetts
| $76.4M | -$24.2M | 5 | 0.15% | Reduced |
|
| 167 |
Zurich Cantonal Bank
Zurich,
Switzerland
| $75.2M | -$1.09M | 10 | 0.37% | Reduced |
|
| 168 |
Geneva Capital Management
Milwaukee,
Wisconsin
| $74M | -$2.48M | 2 | 1.43% | Reduced |
|
| 169 |
MVIP
Mar Vista Investment Partners
Los Angeles,
California
| $72.2M | +$2.56M | 1 | 2.27% | Increased |
|
| 170 |
Vontobel Holding
Zurich,
Switzerland
| $71.6M | -$9.02M | 6 | 0.62% | Reduced |
|
| 171 |
Squarepoint
New York
| $70.9M | +$8.81M | 6 | 0.3% | Increased |
|
| 172 |
AAM
Ardevora Asset Management
London,
United Kingdom
| $70.5M | -$3.48M | 1 | 0.92% | Reduced |
|
| 173 |
SEI Investments
Oaks,
Pennsylvania
| $69.5M | +$5.69M | 8 | 0.14% | Increased |
|
| 174 |
Balyasny Asset Management
Chicago,
Illinois
| $69M | +$2.18M | 6 | 0.22% | Increased |
|
| 175 |
STRS Ohio
Columbus,
Ohio
| $68.8M | +$1.43M | 8 | 0.25% | Increased |
|