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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	Holocene Advisors New York	$52M	+$21.9M	3	0.2%	Increased
227	Assenagon Asset Management Senningerberg, Luxembourg	$51.3M	+$8.62M	9	0.14%	Increased
228	Woodline Partners San Francisco, California	$51.2M	-$24.3M	2	0.56%	Reduced
229	Segall Bryant & Hamill Chicago, Illinois	$50.8M	-$150M	4	0.98%	Reduced
230	ABN AMRO Investment Solutions Paris Cedex 008,	$50.7M	-$2.36M	3	0.89%	Reduced
231	Ancora Advisors Cleveland, Ohio	$50.3M	-$27.8M	4	1.18%	Reduced
232	Comerica Bank Dallas, Texas	$50.1M	-$753K	11	0.23%	Reduced
233	Driehaus Capital Management Chicago, Illinois	$49.8M	+$2.96M	3	0.6%	Increased
234	Truist Financial Charlotte, North Carolina	$49.8M	+$957K	9	0.08%	Increased
235	Covea Finance Paris, France	$49.6M	+$1.49M	2	2.42%	Increased
236	Soros Fund Management New York	$48M	+$22.7M	1	0.63%	Increased
237	Panagora Asset Management Boston, Massachusetts	$47.8M	+$39.9M	4	0.27%	Increased
238	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$46.7M	-$679K	1	2.49%	Reduced
239	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$46M	-$359K	8	0.43%	Reduced
240	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$45.9M	+$248K	3	1.58%	Increased
241	MC MIG Capital Newport Beach, California	$45.2M	$0	1	6.32%	Maintained
242	Nicholas Company Milwaukee, Wisconsin	$43.8M	$0	1	0.78%	Maintained
243	Todd Asset Management Louisville, Kentucky	$43.6M	-$412K	1	0.96%	Reduced
244	Martingale Asset Management Boston, Massachusetts	$43.6M	-$2.17M	4	0.89%	Reduced
245	TPSF Texas Permanent School Fund Austin, Texas	$43.6M	+$284K	8	0.38%	Increased
246	Royce & Associates New York	$42.2M	+$2.86M	4	0.39%	Increased
247	Amalgamated Bank New York	$41.6M	-$1.49M	12	0.33%	Reduced
248	MetLife Investment Management Whippany, New Jersey	$41.6M	-$577K	11	0.3%	Reduced
249	Tudor Investment Corp Stamford, Connecticut	$41.6M	+$16.3M	5	0.33%	Increased
250	CIBC World Markets New York	$41.5M	+$33.8M	3	0.23%	Increased