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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
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$118M +$9.47M 9 0.27% Increased
152
Beck Mack & Oliver
Beck Mack & Oliver
New York
$117M +$2.16M 3 2.13% Increased
153
EARNEST Partners
EARNEST Partners
Georgia
$116M -$6.3M 1 0.51% Reduced
154
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$115M -$5.9M 10 0.2% Reduced
155
PGGM Investments
PGGM Investments
Netherlands
$114M $0 2 1.84% Maintained
156
William Blair Investment Management
William Blair Investment Management
Illinois
$114M -$14.9M 1 0.29% Reduced
157
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$111M +$24.9M 5 0.95% Increased
158
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$111M +$6.53M 5 1.26% Increased
159
TIA
Tandem Investment Advisors
South Carolina
$110M +$65.2M 2 3.76% Increased
160
NZS Capital
NZS Capital
Colorado
$109M +$39M 1 3.34% Increased
161
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$108M +$2.25M 2 1.88% Increased
162
Eventide Asset Management
Eventide Asset Management
Massachusetts
$107M +$66.1K 2 1.77% Increased
163
Davenport & Co
Davenport & Co
Virginia
$106M -$1.43M 4 0.57% Reduced
164
National Bank of Canada
National Bank of Canada
Quebec, Canada
$104M +$8.1M 7 0.1% Increased
165
TCW Group
TCW Group
California
$104M +$37M 3 0.87% Increased
166
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$104M -$952K 4 0.91% Reduced
167
Nomura Asset Management
Nomura Asset Management
Japan
$103M +$2.72M 7 0.27% Increased
168
Acadian Asset Management
Acadian Asset Management
Massachusetts
$102M +$7.7M 5 0.18% Increased
169
Gotham Asset Management
Gotham Asset Management
New York
$99.3M +$27.6M 7 0.43% Increased
170
Rockefeller Capital Management
Rockefeller Capital Management
New York
$98.8M +$9.07M 9 0.19% Increased
171
CHAM
Clear Harbor Asset Management
Connecticut
$98.1M -$3.34M 1 6.8% Reduced
172
Marshall Wace
Marshall Wace
United Kingdom
$96.9M +$53M 9 0.1% Increased
173
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$96.5M +$33.1M 7 0.35% Increased
174
SIC
Schwartz Investment Counsel
Michigan
$95.6M +$11.7M 1 3.21% Increased
175
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$95.5M -$175K 11 0.19% Reduced