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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
Parnassus Investments
Parnassus Investments
California
$109M +$2.06M 2 0.28% Increased
152
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$108M +$38.7M 6 0.2% Increased
153
Rockefeller Capital Management
Rockefeller Capital Management
New York
$107M +$15.7M 9 0.19% Increased
154
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$106M -$22.4M 3 1.2% Reduced
155
Canada Life
Canada Life
Manitoba, Canada
$105M -$22.7M 9 0.18% Reduced
156
Beck Mack & Oliver
Beck Mack & Oliver
New York
$105M +$72K 3 1.9% Increased
157
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$103M -$2.93M 5 1.17% Reduced
158
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$103M -$2.45M 10 0.18% Reduced
159
PGGM Investments
PGGM Investments
Netherlands
$103M -$7.04M 2 1.63% Reduced
160
NZS Capital
NZS Capital
Colorado
$101M +$3.44M 1 3.09% Increased
161
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$99.7M -$17.6M 7 0.14% Reduced
162
William Blair Investment Management
William Blair Investment Management
Illinois
$99.6M -$19.1M 1 0.28% Reduced
163
TIA
Tandem Investment Advisors
South Carolina
$99M +$630K 2 3.68% Increased
164
National Bank of Canada
National Bank of Canada
Quebec, Canada
$97.7M +$4.46M 7 0.09% Increased
165
Eventide Asset Management
Eventide Asset Management
Massachusetts
$97.5M +$1.11M 2 1.52% Increased
166
LCI
L1 Capital International
Australia
$95.8M +$83.2M 1 4.95% Increased
167
Nomura Asset Management
Nomura Asset Management
Japan
$95.8M +$2.74M 7 0.24% Increased
168
Davenport & Co
Davenport & Co
Virginia
$95.7M -$3.63M 4 0.51% Reduced
169
Holocene Advisors
Holocene Advisors
New York
$95M -$33.7M 4 0.2% Reduced
170
Mariner
Mariner
Kansas
$95M +$19.7M 9 0.11% Increased
171
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$93M -$38M 3 1.55% Reduced
172
Erste Asset Management
Erste Asset Management
Austria
$92.7M +$13.4M 4 0.78% Increased
173
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$92M -$4.65M 2 1.61% Reduced
174
Balyasny Asset Management
Balyasny Asset Management
Illinois
$90.4M -$82.3M 7 0.11% Reduced
175
Acadian Asset Management
Acadian Asset Management
Massachusetts
$88.3M -$3.82M 4 0.15% Reduced