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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
251	PDM Penn Davis McFarland Dallas, Texas	$11.5M	+$42.2K	1	3.03%	Increased
252	ACI AMP Capital Investors Sydney, Australia	$11.4M	-$5.11M	4	0.08%	Reduced
253	Perkins Investment Management Chicago, Illinois	$11.4M	+$11.4M	2	0.16%	Increased
254	Aberdeen Asset Management Aberdeen, United Kingdom	$11.4M	-$350K	3	0.04%	Reduced
255	First National Bank of Omaha Omaha, Nebraska	$11.4M	-$2.03M	3	0.84%	Reduced
256	DL Delta Lloyd Amsterdam, Netherlands	$11.3M	-$2.59M	4	0.36%	Reduced
257	Baird Financial Group Milwaukee, Wisconsin	$11.3M	+$920K	5	0.12%	Increased
258	CAM Cortina Asset Management Milwaukee, Wisconsin	$11.1M	-$43.3K	1	0.51%	Reduced
259	Susquehanna International Group Bala Cynwyd, Pennsylvania	$11.1M	+$13.5K	6	0%	Increased
260	Waratah Capital Advisors Toronto, Ontario, Canada	$11M	-$535K	1	2.33%	Reduced
261	TPSF Texas Permanent School Fund Austin, Texas	$11M	-$270K	5	0.14%	Reduced
262	Meag Munich Ergo Munich, Germany	$10.8M	$0	1	0.58%	Maintained
263	AAM Ardevora Asset Management London, United Kingdom	$10.7M	+$3.65M	1	1.56%	Increased
264	PAS Professional Advisory Services Vero Beach, Florida	$10.7M	-$32.8K	1	2.69%	Reduced
265	AIA AGF Investments America Toronto, Ontario, Canada	$10.7M	-$1.61M	2	6.78%	Reduced
266	Fort Washington Investment Advisors Cincinnati, Ohio	$10.7M	-$107K	1	0.22%	Reduced
267	Nisa Investment Advisors St. Louis, Missouri	$10.6M	+$26.2K	5	0.16%	Increased
268	GWI Grace & White Inc Ny, New York	$10.6M	+$591K	1	2.46%	Increased
269	WBC Westpac Banking Corp Sydney, Australia	$10.5M	+$2.54M	4	0.12%	Increased
270	PCP P2 Capital Partners New York	$10.5M	+$547K	1	2.03%	Increased
271	BNP Paribas Asset Management Paris, France	$10.4M	-$2.48M	4	0.09%	Reduced
272	Brown Advisory Baltimore, Maryland	$10.3M	+$665K	3	0.04%	Increased
273	Andra AP-fonden Goteborg, Sweden	$10.2M	-$130K	4	0.3%	Reduced
274	South Dakota Investment Council Sioux Falls, South Dakota	$10.1M	$0	1	0.23%	Maintained
275	ZC Zelman Capital Beachwood, Ohio	$10.1M	+$168K	1	3.53%	Increased