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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
176
Truist Financial
Truist Financial
North Carolina
$73.2M -$406K 9 0.11% Reduced
177
MVIP
Mar Vista Investment Partners
California
$72.4M -$23M 1 1.96% Reduced
178
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$71.8M +$89.7M 1 1.69% Increased
179
Balyasny Asset Management
Balyasny Asset Management
Illinois
$71.5M -$74M 4 0.24% Reduced
180
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$70.4M -$2.28M 8 0.14% Reduced
181
Man Group
Man Group
United Kingdom
$70.3M +$6.44M 9 0.23% Increased
182
DF Dent & Co
DF Dent & Co
Maryland
$69.5M -$8.27M 2 0.7% Reduced
183
STRS Ohio
STRS Ohio
Ohio
$69.2M +$3.35M 9 0.24% Increased
184
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$69.2M -$528K 10 0.2% Reduced
185
Russell Investments Group
Russell Investments Group
United Kingdom
$68.2M +$5.29M 9 0.11% Increased
186
SAM
Scopus Asset Management
New York
$67.6M +$3.45M 4 1.45% Increased
187
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$67.6M +$20.8M 4 0.74% Increased
188
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$67.3M +$283K 2 3.44% Increased
189
Personal Capital Advisors
Personal Capital Advisors
California
$66.9M +$1.68M 2 0.31% Increased
190
Boston Trust Walden
Boston Trust Walden
Massachusetts
$65.2M -$520K 4 0.52% Reduced
191
VI
Versor Investments
New York
$65M +$23M 2 1.97% Increased
192
Rockefeller Capital Management
Rockefeller Capital Management
New York
$64.7M +$3.54M 9 0.3% Increased
193
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$64.6M -$2.16M 10 0.22% Reduced
194
NI
Nuance Investments
Missouri
$64.5M -$2.41M 1 1.13% Reduced
195
Asset Management One
Asset Management One
Japan
$63.5M +$55.7K 6 0.22% Increased
196
RHBC
R.H. Bluestein & Co
Michigan
$63.5M +$6.64M 5 2.27% Increased
197
Squarepoint
Squarepoint
New York
$62.3M +$24.8M 7 0.16% Increased
198
Lazard Asset Management
Lazard Asset Management
New York
$60.2M +$30.7M 9 0.06% Increased
199
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$60M +$31.4M 6 0.22% Increased
200
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$59.4M -$886K 1 2.15% Reduced