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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
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$105M +$3.69M 8 0.22% Increased
152
Balyasny Asset Management
Balyasny Asset Management
Illinois
$102M +$18.4M 7 0.21% Increased
153
SEI Investments
SEI Investments
Pennsylvania
$101M +$2.68M 9 0.18% Increased
154
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$101M -$8.72M 10 0.45% Reduced
155
Prudential Financial
Prudential Financial
New Jersey
$100M -$15.4M 10 0.16% Reduced
156
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$99.7M +$20M 5 0.27% Increased
157
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$98.5M +$422K 2 2.44% Increased
158
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$96M +$9.59M 10 0.3% Increased
159
Rathbones Group
Rathbones Group
United Kingdom
$96M +$40.5M 5 0.7% Increased
160
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$95.5M +$253K 8 0.23% Increased
161
Welch & Forbes
Welch & Forbes
Massachusetts
$95.1M +$1.44M 2 1.57% Increased
162
Epoch Investment Partners
Epoch Investment Partners
New York
$94M -$7.91M 1 0.6% Reduced
163
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$93.7M -$9.36M 5 1.23% Reduced
164
KeyBank National Association
KeyBank National Association
Ohio
$92.3M +$181K 4 0.44% Increased
165
Mariner
Mariner
Kansas
$91.8M +$7.96M 9 0.25% Increased
166
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$91.8M +$218K 2 0.69% Increased
167
Two Sigma Investments
Two Sigma Investments
New York
$91.7M -$78.9M 10 0.25% Reduced
168
Canada Life
Canada Life
Manitoba, Canada
$91.5M +$337K 9 0.22% Increased
169
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$91.1M +$61.1M 3 2.39% Increased
170
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$89M -$1.21M 11 0.08% Reduced
171
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$88.9M +$65.3M 3 0.26% Increased
172
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$88.8M -$2.93M 1 4.95% Reduced
173
Stifel Financial
Stifel Financial
Missouri
$86.9M +$1.26M 8 0.12% Increased
174
Stockbridge Partners
Stockbridge Partners
Massachusetts
$86.8M -$86M 1 1.93% Reduced
175
CAM
Cacti Asset Management
Georgia
$85.8M $0 1 7.92% Maintained