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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
Silvercrest Asset Management
Silvercrest Asset Management
New York
$73.7M -$4.5M 4 0.61% Reduced
152
Alyeska Investment Group
Alyeska Investment Group
Illinois
$72.3M -$29M 2 0.84% Reduced
153
Balyasny Asset Management
Balyasny Asset Management
Illinois
$71.9M +$42.1M 8 0.22% Increased
154
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$71.4M +$1.88M 2 2.16% Increased
155
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$71.2M -$2.39M 1 4.37% Reduced
156
Welch & Forbes
Welch & Forbes
Massachusetts
$71M -$49.6K 2 1.39% Reduced
157
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$70.9M +$948K 1 1.11% Increased
158
Acadian Asset Management
Acadian Asset Management
Massachusetts
$70.7M +$6.28M 6 0.39% Increased
159
Aberdeen Group
Aberdeen Group
United Kingdom
$69.9M +$32.9M 6 0.21% Increased
160
Rockefeller Capital Management
Rockefeller Capital Management
New York
$69.9M +$17.1M 9 0.36% Increased
161
MPIA
Mountain Pacific Investment Advisers
Idaho
$69.6M -$28.5K 2 5.45% Reduced
162
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$68.9M -$7.34M 1 0.58% Reduced
163
AAM
Ardevora Asset Management
United Kingdom
$68.8M +$20.7M 1 1.24% Increased
164
Citigroup
Citigroup
New York
$67.9M -$4.72M 11 0.05% Reduced
165
Canada Life
Canada Life
Manitoba, Canada
$67.9M -$4.5M 9 0.19% Reduced
166
CAM
Cacti Asset Management
Georgia
$67.8M +$9.32K 1 6.78% Increased
167
Geneva Capital Management
Geneva Capital Management
Wisconsin
$67.3M -$1.38M 2 1.56% Reduced
168
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$67M +$27.3M 9 0.38% Increased
169
Boston Trust Walden
Boston Trust Walden
Massachusetts
$66.9M +$7.78M 4 0.66% Increased
170
Madison Asset Management
Madison Asset Management
Wisconsin
$66.7M +$3.96M 1 1.12% Increased
171
CI Investments Inc
CI Investments Inc
Ontario, Canada
$65.9M -$665K 7 0.34% Reduced
172
Vontobel Holding
Vontobel Holding
Switzerland
$64.9M -$2.69M 5 0.76% Reduced
173
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$64.8M +$22.6M 1 1.5% Increased
174
APG Asset Management
APG Asset Management
Netherlands
$64.5M -$20.7M 4 0.17% Reduced
175
SDJVC
St. Denis J. Villere & Co
Louisiana
$64.2M +$52.1K 1 5.11% Increased