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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
326	Alyeska Investment Group Chicago, Illinois	$23.5M	+$21.8M	3	0.27%	Increased
327	Yousif Capital Management Bloomfield Hills, Michigan	$23.2M	+$22.8M	5	0.24%	New
328	WIC Water Island Capital New York	$23.2M	-$517K	1	1.28%	Reduced
329	Calamos Advisors Naperville, Illinois	$23.1M	+$3.41M	3	0.09%	Increased
330	State of Michigan Retirement System Lansing, Michigan	$23.1M	+$74K	3	0.12%	Increased
331	Covington Capital Management Los Angeles, California	$23.1M	-$109K	4	0.8%	Reduced
332	USS Investment Management London, United Kingdom	$22.5M	$0	3	0.17%	Maintained
333	RAM Rempart Asset Management Montreal, Canada	$22.4M	-$125K	1	4.25%	Reduced
334	Ossiam Paris, France	$22.4M	+$7.87M	2	0.59%	Increased
335	Pendal Group Sydney, Australia	$22.3M	+$2.58M	4	0.18%	Increased
336	LM Lansing Management New York	$22.2M	$0	1	13.4%	Maintained
337	Panagora Asset Management Boston, Massachusetts	$22.1M	+$7.47M	7	0.12%	Increased
338	TCM Tributary Capital Management Omaha, Nebraska	$22M	-$1.25M	1	1.66%	Reduced
339	BOK Financial Tulsa, Oklahoma	$22M	+$3.14M	6	0.34%	Increased
340	BCM BTR Capital Management Oakland, California	$21.6M	-$47.5K	2	2.44%	Reduced
341	WPC Waters Parkerson & Co New Orleans, Louisiana	$21.5M	-$24.5K	1	1.14%	Reduced
342	Greenleaf Trust Kalamazoo, Michigan	$21.5M	+$406K	3	0.25%	Increased
343	Schroder Investment Management Group London, United Kingdom	$21.1M	-$366K	7	0.03%	Reduced
344	Assenagon Asset Management Senningerberg, Luxembourg	$21M	-$69.5M	7	0.06%	Reduced
345	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$20.9M	-$87.3K	2	1.54%	Reduced
346	Cerity Partners New York	$20.8M	+$3.32M	4	0.32%	Increased
347	Palisade Capital Management Fort Lee, New Jersey	$20.7M	+$361K	2	0.42%	Increased
348	BO BRR OpCo Columbus, Ohio	$20.7M	+$16.3M	1	2.24%	Increased
349	LIM Lathrop Investment Management Little Rock, Arkansas	$20.6M	+$60.7K	1	4.06%	Increased
350	WCMNY Westchester Capital Management (New York) Valhalla, New York	$20.6M	+$351K	1	0.59%	Increased