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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	Lansforsakringar Fondforvaltning Stockholm, Sweden	$44M	+$47.6M	3	0.25%	New
252	Comerica Bank Dallas, Texas	$44M	-$1.52M	11	0.18%	Reduced
253	Close Asset Management London, United Kingdom	$43.5M	$0	2	1.23%	Maintained
254	Waratah Capital Advisors Toronto, Ontario, Canada	$43.5M	-$9.09M	2	1.46%	Reduced
255	Brown Brothers Harriman & Co New York	$42.9M	+$12.1M	5	0.3%	Increased
256	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$42.6M	-$3.48M	3	2.41%	Reduced
257	Meag Munich Ergo Munich, Germany	$42.6M	+$769K	1	1.35%	Increased
258	Resona Asset Management Koto-Ku,tokyo, Japan	$42.4M	-$1.03M	4	0.25%	Reduced
259	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$42.4M	-$201K	8	0.37%	Reduced
260	Todd Asset Management Louisville, Kentucky	$41.8M	+$710K	1	1%	Increased
261	Nicholas Company Milwaukee, Wisconsin	$41.8M	$0	1	0.68%	Maintained
262	M&T Bank Buffalo, New York	$40.8M	-$3.36M	4	0.14%	Reduced
263	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$40.7M	+$47.8K	2	2.14%	Increased
264	Los Angeles Capital Management Los Angeles, California	$39.9M	+$241K	6	0.16%	Increased
265	Soros Fund Management New York	$39.9M	-$28.1M	1	0.6%	Reduced
266	Swiss Life Asset Management Zurich,	$39.6M	+$15.2M	4	0.29%	Increased
267	ROC Running Oak Capital Edina, Minnesota	$39.6M	+$3.19M	3	5.17%	Increased
268	HighTower Advisors Chicago, Illinois	$39.2M	+$2.03M	10	0.05%	Increased
269	MFC Mechanics Financial Corp Mansfield, Ohio	$39M	-$129K	2	17.52%	Reduced
270	HP Hikari Power Tokyo, Japan	$38.7M	$0	1	3.34%	Maintained
271	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$38.4M	+$12.4M	2	0.12%	Increased
272	PC Port Capital Chicago, Illinois	$38.2M	+$237K	1	1.74%	Increased
273	Belpointe Asset Management Reno, Nevada	$38.2M	+$11.7K	4	2.3%	Increased
274	SG Americas Securities New York	$38.1M	-$50.9M	7	0.16%	Reduced
275	J. Safra Sarasin Holding	$37.7M	-$8.28M	3	0.64%	Reduced