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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	MVIP Mar Vista Investment Partners Los Angeles, California	$55.2M	-$2.47M	1	2.41%	Reduced
227	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$55M	+$4.15M	3	1.59%	Increased
228	Flossbach Von Storch Cologne, Germany	$54.9M	-$4.42M	1	0.24%	Reduced
229	Two Sigma Advisers New York	$54.2M	+$9M	8	0.13%	Increased
230	Soros Fund Management New York	$53.9M	-$2.65M	1	0.9%	Reduced
231	Nissay Asset Management Tokyo, Japan	$53M	-$13.2M	5	0.37%	Reduced
232	Comerica Bank Dallas, Texas	$52.9M	-$1.05M	11	0.23%	Reduced
233	Truist Financial Charlotte, North Carolina	$52.7M	-$3.98M	8	0.08%	Reduced
234	Segall Bryant & Hamill Chicago, Illinois	$52.5M	-$5.24M	4	0.98%	Reduced
235	D.E. Shaw & Co New York	$52.2M	+$6.01M	8	0.04%	Increased
236	Focus Partners Wealth Boston, Massachusetts	$50.5M	+$3.02M	3	0.41%	Increased
237	EC Eminence Capital New York	$50.2M	+$46.3M	1	0.71%	New
238	Jane Street New York	$49.7M	-$31.9M	11	0.01%	Reduced
239	Resona Asset Management Koto-Ku,tokyo, Japan	$49.5M	+$47.3M	4	0.29%	New
240	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$49.3M	-$3.47M	8	0.44%	Reduced
241	ExodusPoint Capital Management New York	$48.7M	+$23.2M	7	0.37%	Increased
242	Raymond James Financial Services Advisors St. Petersburg, Florida	$48.7M	+$6.06M	7	0.07%	Increased
243	Ancora Advisors Cleveland, Ohio	$48.6M	-$7.02M	4	1.1%	Reduced
244	Retirement Systems of Alabama Montgomery, Alabama	$48.5M	+$2.86M	5	0.19%	Increased
245	Natixis Paris, France	$48.5M	+$30.3M	7	0.25%	Increased
246	TPSF Texas Permanent School Fund Austin, Texas	$48.4M	+$281K	8	0.38%	Increased
247	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$47.8M	-$234K	2	2.38%	Reduced
248	Todd Asset Management Louisville, Kentucky	$47.8M	-$3.56M	1	0.98%	Reduced
249	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$45.8M	+$33.6M	4	0.15%	Increased
250	Royce & Associates New York	$45.7M	-$2.83M	4	0.41%	Reduced