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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
Royal London Asset Management
Royal London Asset Management
United Kingdom
$83.5M +$1.22M 4 0.21% Increased
177
Driehaus Capital Management
Driehaus Capital Management
Illinois
$83M -$8.9M 5 0.71% Reduced
178
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$82.9M -$10.7M 2 1.13% Reduced
179
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$82.5M +$60.2M 3 0.32% Increased
180
Nomura Asset Management
Nomura Asset Management
Japan
$78.2M -$5.54M 6 0.24% Reduced
181
Balyasny Asset Management
Balyasny Asset Management
Illinois
$77.4M -$78.8M 9 0.13% Reduced
182
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$77.4M +$56.1M 6 0.08% Increased
183
National Bank of Canada
National Bank of Canada
Quebec, Canada
$75.4M +$16.7M 7 0.09% Increased
184
US Bancorp
US Bancorp
Minnesota
$74M -$2.83M 11 0.1% Reduced
185
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$73.5M -$1.38M 4 0.64% Reduced
186
LBP AM
LBP AM
France
$72.7M +$60.2M 3 1.09% Increased
187
UniSuper Management
UniSuper Management
Australia
$72.3M -$5.29M 6 0.54% Reduced
188
Congress Asset Management
Congress Asset Management
Massachusetts
$72.2M -$97.1M 2 0.49% Reduced
189
AGF Management
AGF Management
Ontario, Canada
$71.3M -$11.9M 4 0.36% Reduced
190
Mariner
Mariner
Kansas
$70.6M -$82.3M 8 0.13% Reduced
191
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$70.2M +$17.7M 7 0.26% Increased
192
VOYA Investment Management
VOYA Investment Management
Georgia
$70.1M -$3.48M 10 0.07% Reduced
193
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$68.2M +$1.63M 6 0.37% Increased
194
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$67.9M -$12.8M 2 2.77% Reduced
195
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$66M +$700K 5 0.26% Increased
196
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$65.9M +$247K 9 0.23% Increased
197
Soros Fund Management
Soros Fund Management
New York
$65.6M +$6.62M 1 0.95% Increased
198
Perpetual Ltd
Perpetual Ltd
Australia
$64.8M -$84.1M 4 0.7% Reduced
199
APG Asset Management
APG Asset Management
Netherlands
$64.6M -$162M 2 0.43% Reduced
200
SAM
Scopus Asset Management
New York
$63.9M +$14.3M 4 1.13% Increased