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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
26	Artisan Partners Milwaukee, Wisconsin	$243M	-$104M	1	0.44%	Reduced
27	Norges Bank Oslo, Norway	$242M	-$72.3M	8	0.14%	Reduced
28	Harding Loevner Bridgewater, New Jersey	$240M	+$7.47M	1	1.86%	Increased
29	Lord, Abbett & Co Jersey City, New Jersey	$239M	+$30.6M	4	0.53%	Increased
30	Thrivent Financial for Lutherans Minneapolis, Minnesota	$237M	-$1.68M	6	1.44%	Reduced
31	PIM Platinum Investment Management Sydney Australia 2000, Australia	$234M	$0	1	4.06%	Maintained
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$222M	+$55.6M	10	0.16%	Increased
33	BlackRock Group London, United Kingdom	$216M	-$7.26M	9	0.14%	Reduced
34	DF Dent & Co Baltimore, Maryland	$212M	+$11.7M	2	4.85%	Increased
35	GAMCO Investors Greenwich, Connecticut	$207M	-$2.28M	7	1.11%	Reduced
36	FC Fairpointe Capital Chicago, Illinois	$204M	-$10.3M	1	2.97%	Reduced
37	SC Sasco Capital Fairfield, Connecticut	$199M	+$1.11M	1	3.35%	Increased
38	Luther King Capital Management (LKCM) Fort Worth, Texas	$195M	-$696K	3	1.57%	Reduced
39	Goldman Sachs New York	$191M	-$37M	10	0.06%	Reduced
40	Jennison Associates New York	$185M	+$1.05M	1	0.18%	Increased
41	Gabelli Funds Rye, New York	$181M	+$1.83M	7	0.96%	Increased
42	JP Morgan Chase New York	$165M	+$27.2M	9	0.05%	Increased
43	Wellington Management Group Boston, Massachusetts	$163M	-$13.3M	4	0.05%	Reduced
44	Prudential Financial Newark, New Jersey	$152M	+$48.6M	8	0.3%	Increased
45	New York State Common Retirement Fund Albany, New York	$148M	-$4.52M	6	0.23%	Reduced
46	Teachers Advisors New York	$147M	-$7.47M	10	0.33%	Reduced
47	Impax Asset Management (UK) London, United Kingdom	$144M	-$11.1M	5	13.34%	Reduced
48	STRS Ohio Columbus, Ohio	$142M	-$46M	6	0.64%	Reduced
49	Legal & General Group London, United Kingdom	$135M	+$836K	4	0.16%	Increased
50	BlackRock Advisors Wilmington, Delaware	$134M	-$13.2M	10	0.13%	Reduced