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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
51	Legal & General Group London, United Kingdom	$115M	+$114M	4	0.16%	New
52	IC Inverness Counsel New York	$111M	+$110M	1	9.9%	New
53	Adage Capital Partners Boston, Massachusetts	$110M	+$104M	5	0.34%	New
54	Ruane, Cunniff & Goldfarb New York	$109M	+$106M	2	0.7%	New
55	SAC Capital Advisors Stamford, Connecticut	$106M	+$102M	5	0.59%	New
56	Renaissance Technologies New York	$105M	+$103M	5	0.28%	New
57	Wells Fargo San Francisco, California	$105M	+$103M	10	0.05%	New
58	Perkins Investment Management Chicago, Illinois	$104M	+$102M	1	0.71%	New
59	PNC Financial Services Group Pittsburgh, Pennsylvania	$95.9M	+$94M	9	0.14%	New
60	Findlay Park Partners London, United Kingdom	$93.6M	+$91.6M	2	1.19%	New
61	Morgan Stanley New York	$93.3M	+$91.2M	10	0.05%	New
62	Primecap Management Pasadena, California	$92.3M	+$89.9M	1	0.13%	New
63	Credit Suisse Zurich, Switzerland	$90.4M	+$89.1M	10	0.09%	New
64	SCM Shapiro Capital Management Atlanta, Georgia	$89.2M	+$91.5M	1	2.79%	New
65	BlackRock New York	$87M	+$86.1M	10	0.17%	New
66	UBS AM Chicago, Illinois	$84.7M	+$83.7M	8	0.11%	New
67	Geneva Capital Management Milwaukee, Wisconsin	$84.3M	+$83.2M	1	1.69%	New
68	JP Morgan Chase New York	$83.8M	+$83M	9	0.03%	New
69	BlackRock Investment Management Wilmington, Delaware	$82.7M	+$82M	10	0.15%	New
70	EdgePoint Investment Group Toronto, Ontario, Canada	$79.9M	+$77.8M	1	2.66%	New
71	American Century Companies Kansas City, Missouri	$79.7M	+$76.9M	3	0.11%	New
72	California Public Employees Retirement System Sacramento, California	$79.2M	+$78.2M	10	0.16%	New
73	Millennium Management New York	$75.1M	+$72.2M	6	0.23%	New
74	HCM Holland Capital Management Chicago, Illinois	$73.9M	+$72.9M	1	1.87%	New
75	Charles Schwab San Francisco, California	$73.4M	+$71.4M	10	0.16%	New