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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	$240M	+$4.62M	10	0.14%	Increased
27	Neuberger Berman Group New York	$233M	-$2.9M	6	0.24%	Reduced
28	GAMCO Investors Greenwich, Connecticut	$210M	+$7.9M	7	1.13%	Increased
29	Janus Henderson Investors US Denver, Colorado	$205M	-$49.8M	4	0.19%	Reduced
30	Deutsche Bank Frankfurt Am Main Ge, Germany	$201M	-$25.8M	11	0.12%	Reduced
31	Jennison Associates New York	$200M	-$2.59M	1	0.19%	Reduced
32	Capital Research Global Investors Los Angeles, California	$199M	$0	1	0.07%	Maintained
33	Ruane, Cunniff & Goldfarb New York	$193M	-$544K	2	1.02%	Reduced
34	Third Point New York	$190M	$0	1	2.18%	Maintained
35	Luther King Capital Management (LKCM) Fort Worth, Texas	$189M	+$5.2M	4	1.55%	Increased
36	Findlay Park Partners London, United Kingdom	$186M	+$11M	2	1.99%	Increased
37	Lord, Abbett & Co Jersey City, New Jersey	$177M	+$23.4M	5	0.44%	Increased
38	Gabelli Funds Rye, New York	$175M	+$2.9M	7	0.89%	Increased
39	FC Fairpointe Capital Chicago, Illinois	$166M	-$5.03M	1	2.22%	Reduced
40	DF Dent & Co Baltimore, Maryland	$164M	-$12.7M	2	4.09%	Reduced
41	AKRE Capital Management Middleburg, Virginia	$159M	+$59.8M	1	4.52%	Increased
42	Wellington Management Group Boston, Massachusetts	$151M	+$21.5M	2	0.04%	Increased
43	Select Equity Group New York	$149M	+$22.3M	1	1.54%	Increased
44	Impax Asset Management (UK) London, United Kingdom	$148M	+$5.91M	4	12.66%	Increased
45	Waddell & Reed Financial Overland Park, Kansas	$142M	+$54.9M	2	0.2%	Increased
46	New York State Common Retirement Fund Albany, New York	$135M	-$9.62M	6	0.2%	Reduced
47	Wells Fargo San Francisco, California	$133M	+$8.46M	11	0.06%	Increased
48	STRS Ohio Columbus, Ohio	$133M	-$897K	7	0.59%	Reduced
49	California Public Employees Retirement System Sacramento, California	$131M	+$6.03M	11	0.18%	Increased
50	SC Sasco Capital Fairfield, Connecticut	$128M	-$49.2M	1	2.08%	Reduced