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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
Baupost Group
Baupost Group
Massachusetts
$94.5M +$31.6M 1 2.06% Increased
177
Erste Asset Management
Erste Asset Management
Austria
$93M -$1.91M 3 1.36% Reduced
178
Rockefeller Capital Management
Rockefeller Capital Management
New York
$91M +$3.99M 5 0.3% Increased
179
Boston Trust Walden
Boston Trust Walden
Massachusetts
$88M +$934K 3 0.66% Increased
180
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$84.1M +$2.27M 5 0.99% Increased
181
Aviva
Aviva
United Kingdom
$82.7M -$2.96M 6 0.3% Reduced
182
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$81.9M -$85.8M 10 0.02% Reduced
183
CAM
Cacti Asset Management
Georgia
$81.3M $0 1 6.88% Maintained
184
Baird Financial Group
Baird Financial Group
Wisconsin
$79.9M -$3.22M 8 0.18% Reduced
185
Royal London Asset Management
Royal London Asset Management
United Kingdom
$79.7M +$1.04M 4 0.23% Increased
186
EULAV Asset Management
EULAV Asset Management
Florida
$77.6M +$2.66M 3 2.4% Increased
187
Jane Street
Jane Street
New York
$76.8M -$88M 11 0.02% Reduced
188
US Bancorp
US Bancorp
Minnesota
$76.2M -$827K 10 0.11% Reduced
189
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$75.9M -$8.16M 2 0.76% Reduced
190
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$75.4M +$617K 9 0.25% Increased
191
Cerity Partners
Cerity Partners
New York
$75M +$30.1M 8 0.25% Increased
192
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$73.7M +$4.05M 3 0.73% Increased
193
Candriam SCA
Candriam SCA
Luxembourg
$73.4M -$6.13M 5 0.51% Reduced
194
Nomura Asset Management
Nomura Asset Management
Japan
$72M +$1.43M 6 0.3% Increased
195
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$72M -$887K 2 3.7% Reduced
196
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$70.6M +$435K 2 0.99% Increased
197
Empyrean Capital Partners
Empyrean Capital Partners
California
$69.7M -$42.4M 1 4.23% Reduced
198
Asset Management One
Asset Management One
Japan
$67.4M +$6.23M 7 0.27% Increased
199
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$64.8M +$16.4M 11 0.21% Increased
200
Two Sigma Investments
Two Sigma Investments
New York
$64.6M -$34M 10 0.15% Reduced