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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	Bank of America Charlotte, North Carolina	$120M	-$30.4M	10	0.05%	Reduced
52	JP Morgan Chase New York	$119M	+$27.9M	10	0.04%	Increased
53	IC Inverness Counsel New York	$115M	-$3.39M	1	9.9%	Reduced
54	Ruane, Cunniff & Goldfarb New York	$115M	-$116K	2	0.68%	Reduced
55	Findlay Park Partners London, United Kingdom	$114M	+$14.6M	2	1.39%	Increased
56	Primecap Management Pasadena, California	$111M	+$14.1M	1	0.15%	Increased
57	SCM Shapiro Capital Management Atlanta, Georgia	$107M	+$13.7M	1	3.02%	Increased
58	Wells Fargo San Francisco, California	$106M	-$8.77M	10	0.05%	Reduced
59	American Century Companies Kansas City, Missouri	$102M	+$15.1M	4	0.13%	Increased
60	PNC Financial Services Group Pittsburgh, Pennsylvania	$100M	-$1.05M	9	0.15%	Reduced
61	BlackRock Investment Management Wilmington, Delaware	$94.5M	+$5.93M	10	0.16%	Increased
62	UBS AM Chicago, Illinois	$90.9M	+$1.01M	8	0.11%	Increased
63	Morgan Stanley New York	$90.6M	-$10.1M	10	0.04%	Reduced
64	EdgePoint Investment Group Toronto, Ontario, Canada	$90.2M	+$5.87M	1	2.63%	Increased
65	Renaissance Technologies New York	$89.5M	-$22.9M	4	0.22%	Reduced
66	Prudential Financial Newark, New Jersey	$88.5M	+$47.4M	7	0.19%	Increased
67	Federated Hermes Pittsburgh, Pennsylvania	$88.1M	+$23.6M	5	0.34%	Increased
68	California Public Employees Retirement System Sacramento, California	$87.1M	+$2.25M	10	0.16%	Increased
69	Adage Capital Partners Boston, Massachusetts	$86.6M	-$30.8M	3	0.25%	Reduced
70	D.E. Shaw & Co New York	$85.9M	+$28.2M	7	0.14%	Increased
71	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$82.9M	+$59.9M	2	1.76%	Increased
72	BlackRock New York	$82.1M	-$9.92M	10	0.15%	Reduced
73	Stockbridge Partners Boston, Massachusetts	$81.8M	+$11.1M	1	6.94%	Increased
74	AllianceBernstein Nashville, Tennessee	$81.8M	-$48.8M	10	0.08%	Reduced
75	HCM Holland Capital Management Chicago, Illinois	$81.2M	+$2.09M	1	1.88%	Increased