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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	Goldman Sachs New York	$242M	+$51M	10	0.08%	Increased
27	Neuberger Berman Group New York	$236M	-$1.23M	5	0.24%	Reduced
28	Swedbank Stockholm, Sweden	$230M	+$182M	1	1.79%	New
29	Harding Loevner Bridgewater, New Jersey	$230M	-$1.4M	1	1.75%	Reduced
30	Deutsche Bank Frankfurt Am Main Ge, Germany	$230M	+$10.2M	10	0.16%	Increased
31	BlackRock Group London, United Kingdom	$225M	+$9.32M	9	0.14%	Increased
32	Thrivent Financial for Lutherans Minneapolis, Minnesota	$222M	-$16.4M	6	1.37%	Reduced
33	PIM Platinum Investment Management Sydney Australia 2000, Australia	$214M	-$21.8M	1	3.81%	Reduced
34	GAMCO Investors Greenwich, Connecticut	$208M	-$5.23M	7	1.12%	Reduced
35	Carmignac Gestion Paris, France	$194M	+$190M	1	1.42%	New
36	DF Dent & Co Baltimore, Maryland	$190M	-$19.1M	2	4.44%	Reduced
37	FC Fairpointe Capital Chicago, Illinois	$187M	-$28M	1	2.54%	Reduced
38	Luther King Capital Management (LKCM) Fort Worth, Texas	$184M	-$2.77M	3	1.5%	Reduced
39	SC Sasco Capital Fairfield, Connecticut	$179M	-$29.8M	1	2.92%	Reduced
40	Jennison Associates New York	$178M	-$542K	1	0.17%	Reduced
41	Gabelli Funds Rye, New York	$175M	-$8.96M	7	0.91%	Reduced
42	Artisan Partners Milwaukee, Wisconsin	$165M	-$78.8M	1	0.29%	Reduced
43	Teachers Advisors New York	$163M	+$16.3M	10	0.35%	Increased
44	Renaissance Technologies New York	$163M	+$44.3M	8	0.39%	Increased
45	Lord, Abbett & Co Jersey City, New Jersey	$156M	-$84.1M	4	0.35%	Reduced
46	Third Point New York	$154M	+$157M	1	2.26%	New
47	New York State Common Retirement Fund Albany, New York	$146M	-$1.13M	7	0.23%	Reduced
48	Primecap Management Pasadena, California	$143M	+$13.8M	1	0.16%	Increased
49	D.E. Shaw & Co New York	$143M	+$19.1M	6	0.2%	Increased
50	Findlay Park Partners London, United Kingdom	$140M	+$19.6M	2	1.59%	Increased