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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
Union Bancaire Privee
Union Bancaire Privee
Switzerland
$82.8M +$89.1M 7 1.44% New
177
Alyeska Investment Group
Alyeska Investment Group
Illinois
$82.3M -$43.2M 2 0.31% Reduced
178
Baird Financial Group
Baird Financial Group
Wisconsin
$81.9M +$492K 8 0.16% Increased
179
MPIA
Mountain Pacific Investment Advisers
Idaho
$81.4M +$425K 2 5.73% Increased
180
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$81.2M -$1.78M 10 0.05% Reduced
181
Cerity Partners
Cerity Partners
New York
$81M -$10.4M 6 0.18% Reduced
182
Royal London Asset Management
Royal London Asset Management
United Kingdom
$80.6M +$3.64M 4 0.2% Increased
183
Korea Investment Corp
Korea Investment Corp
South Korea
$79.8M -$23.5M 4 0.19% Reduced
184
Erste Asset Management
Erste Asset Management
Austria
$79.8M -$3.25M 4 0.98% Reduced
185
Congress Asset Management
Congress Asset Management
Massachusetts
$78.8M +$9.06M 2 0.53% Increased
186
CAM
Cacti Asset Management
Georgia
$78.4M -$632K 1 5.89% Reduced
187
Banque de Luxembourg Investments (BLI)
Banque de Luxembourg Investments (BLI)
Luxembourg
$77.7M +$83.6M 3 2.11% New
188
SIC
Schwartz Investment Counsel
Michigan
$71.6M +$13.7M 1 2.58% Increased
189
VOYA Investment Management
VOYA Investment Management
Georgia
$70.4M +$6M 10 0.07% Increased
190
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$70.1M +$9M 5 0.68% Increased
191
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$69.1M +$38.4M 5 0.06% Increased
192
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$68.2M -$21.4M 10 0.11% Reduced
193
NZS Capital
NZS Capital
Colorado
$67.7M +$9.04M 1 2.88% Increased
194
US Bancorp
US Bancorp
Minnesota
$66.6M -$2.22M 11 0.09% Reduced
195
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$66.2M -$66.8K 2 2.74% Reduced
196
Credit Agricole
Credit Agricole
France
$66.2M +$7.76M 7 0.19% Increased
197
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$65.9M +$17.5M 7 0.45% Increased
198
Mariner
Mariner
Kansas
$63.5M +$10.6K 9 0.11% Increased
199
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$63.4M -$4.04M 2 0.84% Reduced
200
Driehaus Capital Management
Driehaus Capital Management
Illinois
$62.6M -$20M 3 0.52% Reduced