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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	$261M	+$17.1M	10	0.14%	Increased
27	Capital Research Global Investors Los Angeles, California	$228M	+$47M	1	0.08%	Increased
28	GAMCO Investors Greenwich, Connecticut	$227M	-$921K	7	1.18%	Reduced
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$225M	+$17.3M	11	0.14%	Increased
30	Swedbank Stockholm, Sweden	$210M	+$206M	1	1.62%	New
31	Luther King Capital Management (LKCM) Fort Worth, Texas	$204M	+$1.06M	4	1.64%	Increased
32	Third Point New York	$203M	$0	1	1.83%	Maintained
33	Jennison Associates New York	$202M	-$10.7M	1	0.19%	Reduced
34	Impax Asset Management (UK) London, United Kingdom	$194M	+$28.1M	6	13.07%	Increased
35	Gabelli Funds Rye, New York	$192M	+$867K	7	0.94%	Increased
36	AKRE Capital Management Middleburg, Virginia	$179M	+$8.89M	1	4.72%	Increased
37	Janus Henderson Investors US Denver, Colorado	$179M	-$31M	4	0.15%	Reduced
38	Ruane, Cunniff & Goldfarb New York	$177M	+$829K	2	0.9%	Increased
39	Principal Financial Group Des Moines, Iowa	$176M	+$102M	7	0.27%	Increased
40	FC Fairpointe Capital Chicago, Illinois	$175M	-$2.9M	1	2.3%	Reduced
41	American Securities New York	$173M	+$165M	1	10.58%	New
42	Select Equity Group New York	$164M	+$66.1M	1	1.54%	Increased
43	Ameriprise Minneapolis, Minnesota	$161M	-$169M	9	0.09%	Reduced
44	D.E. Shaw & Co New York	$146M	+$47.1M	7	0.19%	Increased
45	Citadel Advisors Miami, Florida	$137M	+$40M	9	0.14%	Increased
46	SC Sasco Capital Fairfield, Connecticut	$135M	-$1.35M	1	2.29%	Reduced
47	Lord, Abbett & Co Jersey City, New Jersey	$135M	-$41.6M	4	0.34%	Reduced
48	Bank of Montreal Toronto, Ontario, Canada	$134M	+$11.8M	10	0.15%	Increased
49	New York State Common Retirement Fund Albany, New York	$133M	-$6.3M	6	0.2%	Reduced
50	Wells Fargo San Francisco, California	$132M	+$9.09M	11	0.05%	Increased