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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
226	Macquarie Group Sydney, NSW 2000, Australia	$42.5M	-$3.19M	9	0.04%	Reduced
227	Two Sigma Investments New York	$42.1M	+$33.3M	4	0.09%	Increased
228	Mitsubishi UFJ Asset Management Tokyo, Japan	$42.1M	+$1.76M	3	0.21%	Increased
229	PWAG Polaris Wealth Advisory Group San Rafael, California	$41.8M	+$36.2M	1	2.5%	New
230	Douglas Lane & Associates New York	$41.7M	-$192K	1	0.6%	Reduced
231	VI Versor Investments New York	$41.7M	-$5.36M	4	1.28%	Reduced
232	CAPTRUST Financial Advisors Raleigh, North Carolina	$41.4M	+$1.48M	12	0.34%	Increased
233	Aberdeen Group Edinburgh, United Kingdom	$40.7M	+$6.16M	4	0.09%	Increased
234	Advisors Asset Management Monument, Colorado	$40.7M	+$2.24M	9	0.61%	Increased
235	William Blair Investment Management Chicago, Illinois	$40.5M	-$540K	1	0.11%	Reduced
236	Norinchukin Bank Tokyo, Japan	$39.9M	-$3.86M	3	0.56%	Reduced
237	Voloridge Investment Management Jupiter, Florida	$39.7M	-$7.52M	6	0.26%	Reduced
238	Royce & Associates New York	$39.3M	-$628K	4	0.29%	Reduced
239	NPIC Neumeier Poma Investment Counsel Carmel, California	$39.1M	+$469K	1	2.33%	Increased
240	Samlyn Capital New York	$38.9M	+$4.84M	1	0.52%	Increased
241	Treasurer of the State of North Carolina Raleigh, North Carolina	$38.4M	+$1.01M	5	0.22%	Increased
242	Todd Asset Management Louisville, Kentucky	$38.2M	-$241K	1	0.88%	Reduced
243	Fifth Third Bancorp Cincinnati, Ohio	$38.1M	+$5.55M	7	0.17%	Increased
244	LPL Financial San Diego, California	$37.7M	+$6.12M	9	0.04%	Increased
245	ExodusPoint Capital Management New York	$37.6M	+$15M	6	0.51%	Increased
246	1832 Asset Management Toronto, Ontario, Canada	$37.4M	-$13.6M	3	0.07%	Reduced
247	Bank of Nova Scotia Toronto, Ontario, Canada	$36.7M	+$16.9M	5	0.06%	Increased
248	UBS O'Connor Chicago, Illinois	$36.5M	+$5.33M	2	0.29%	Increased
249	Martingale Asset Management Boston, Massachusetts	$36.3M	-$2.39M	5	0.47%	Reduced
250	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$36M	+$1.23M	1	2.52%	Increased