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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
Beck Mack & Oliver
Beck Mack & Oliver
New York
$125M +$2.69M 3 2.53% Increased
152
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$122M +$3.24M 3 2.66% Increased
153
Canada Life
Canada Life
Manitoba, Canada
$122M +$1.74M 9 0.25% Increased
154
Prudential Financial
Prudential Financial
New Jersey
$121M +$16.4M 10 0.17% Increased
155
Alyeska Investment Group
Alyeska Investment Group
Illinois
$120M -$71.4M 2 0.74% Reduced
156
Davenport & Co
Davenport & Co
Virginia
$119M +$694K 4 0.73% Increased
157
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$116M -$3.89M 10 0.31% Reduced
158
KeyBank National Association
KeyBank National Association
Ohio
$115M -$130K 5 0.47% Reduced
159
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$114M +$457K 2 2.36% Increased
160
Epoch Investment Partners
Epoch Investment Partners
New York
$114M -$12.4M 1 0.5% Reduced
161
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$113M -$7.25M 5 1.36% Reduced
162
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$113M -$14.9M 8 0.21% Reduced
163
Boston Trust Walden
Boston Trust Walden
Massachusetts
$112M +$15.8M 3 0.8% Increased
164
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$110M -$2.65M 9 0.23% Reduced
165
MPIA
Mountain Pacific Investment Advisers
Idaho
$108M +$358K 2 6.02% Increased
166
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$108M +$4.53M 10 0.25% Increased
167
Los Angeles Capital Management
Los Angeles Capital Management
California
$107M -$14.9M 6 0.37% Reduced
168
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$106M $0 2 0.68% Maintained
169
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$105M -$14M 11 0.07% Reduced
170
UniSuper Management
UniSuper Management
Australia
$100M -$17.5M 8 0.96% Reduced
171
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$99.5M -$506K 1 4.67% Reduced
172
Cerity Partners
Cerity Partners
New York
$98.1M +$15M 7 0.26% Increased
173
Erste Asset Management
Erste Asset Management
Austria
$96M -$7.17M 3 1.31% Reduced
174
Rockefeller Capital Management
Rockefeller Capital Management
New York
$94.8M -$1.01M 4 0.28% Reduced
175
Acadian Asset Management
Acadian Asset Management
Massachusetts
$91.7M +$32.5M 3 0.32% Increased