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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	BlackRock Group London, United Kingdom	$244M	+$11.3M	9	0.14%	Increased
27	Deutsche Bank Frankfurt Am Main Ge, Germany	$231M	-$11.4M	10	0.16%	Reduced
28	GAMCO Investors Greenwich, Connecticut	$224M	+$4.14M	7	1.17%	Increased
29	Capital Research Global Investors Los Angeles, California	$217M	$0	1	0.08%	Maintained
30	Ruane, Cunniff & Goldfarb New York	$211M	+$115M	2	1.12%	Increased
31	Goldman Sachs New York	$207M	-$54.5M	10	0.07%	Reduced
32	Jennison Associates New York	$202M	+$7.02M	1	0.19%	Increased
33	Primecap Management Pasadena, California	$198M	+$83.6M	1	0.22%	Increased
34	Luther King Capital Management (LKCM) Fort Worth, Texas	$196M	+$6.65M	4	1.55%	Increased
35	SC Sasco Capital Fairfield, Connecticut	$192M	-$258K	1	2.92%	Reduced
36	Gabelli Funds Rye, New York	$192M	+$8.15M	7	0.95%	Increased
37	Third Point New York	$190M	+$20.9M	1	2.33%	Increased
38	FC Fairpointe Capital Chicago, Illinois	$188M	-$11.8M	1	2.51%	Reduced
39	DF Dent & Co Baltimore, Maryland	$183M	-$1.04M	2	4.22%	Reduced
40	Carmignac Gestion Paris, France	$180M	+$17.9M	1	1.4%	Increased
41	Findlay Park Partners London, United Kingdom	$179M	+$43.6M	2	1.86%	Increased
42	Artisan Partners Milwaukee, Wisconsin	$171M	+$35.4M	1	0.3%	Increased
43	Lord, Abbett & Co Jersey City, New Jersey	$164M	+$20.4M	4	0.37%	Increased
44	Renaissance Technologies New York	$162M	-$18.9M	6	0.38%	Reduced
45	D.E. Shaw & Co New York	$158M	-$13M	6	0.21%	Reduced
46	New York State Common Retirement Fund Albany, New York	$153M	+$4.91M	6	0.23%	Increased
47	Impax Asset Management (UK) London, United Kingdom	$150M	+$20.6M	4	9.4%	Increased
48	Teachers Advisors New York	$150M	-$29.4M	10	0.31%	Reduced
49	Prudential Financial Newark, New Jersey	$149M	+$5.37M	9	0.26%	Increased
50	Wellington Management Group Boston, Massachusetts	$142M	+$26.4M	2	0.04%	Increased