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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
Jane Street
Jane Street
New York
$93.3M +$47.1M 12 0.01% Increased
152
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$91.5M -$772K 11 0.17% Reduced
153
LCI
L1 Capital International
Australia
$90.9M -$1.26M 1 5.42% Reduced
154
Canada Life
Canada Life
Manitoba, Canada
$90.9M -$1.82M 9 0.16% Reduced
155
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$90.4M +$9.99M 10 0.2% Increased
156
William Blair Investment Management
William Blair Investment Management
Illinois
$89.9M -$5.01M 1 0.3% Reduced
157
AAM
ACK Asset Management
Connecticut
$88.1M +$852K 2 11% Increased
158
Capital International Investors
Capital International Investors
California
$87.6M -$46M 1 0.02% Reduced
159
CIP
Champlain Investment Partners
Vermont
$87.4M -$14.6M 1 1.11% Reduced
160
Credit Agricole
Credit Agricole
France
$86.5M -$14.8M 5 0.23% Reduced
161
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$83.9M -$13.5M 5 0.87% Reduced
162
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$83.1M -$14.3M 5 0.21% Reduced
163
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$80.2M -$16.4M 7 0.12% Reduced
164
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$80M +$7.11M 5 0.14% Increased
165
Davenport & Co
Davenport & Co
Virginia
$79.9M -$3.51M 4 0.43% Reduced
166
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$79.9M +$9.35M 7 0.25% Increased
167
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$77.8M -$1.98M 10 0.18% Reduced
168
Erste Asset Management
Erste Asset Management
Austria
$77.3M -$25.7M 3 0.72% Reduced
169
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$76.6M +$1.12M 12 0.04% Increased
170
Westwood Holdings Group
Westwood Holdings Group
Texas
$76.2M +$2.65M 2 0.55% Increased
171
SEB Asset Management
SEB Asset Management
$75.9M +$82.8M 4 0.32% New
172
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$75.8M -$1.05M 11 0.15% Reduced
173
TIA
Tandem Investment Advisors
South Carolina
$75.3M -$3.54M 2 3.69% Reduced
174
SIC
Schwartz Investment Counsel
Michigan
$75.1M +$7.56M 1 2.67% Increased
175
CAM
Cacti Asset Management
Georgia
$74.8M $0 1 4.53% Maintained