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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	$129M	-$5.13M	10	0.05%	Reduced
52	Primecap Management Pasadena, California	$128M	+$7.31M	1	0.15%	Increased
53	Ruane, Cunniff & Goldfarb New York	$124M	-$1.05M	2	0.69%	Reduced
54	Beck Mack & Oliver New York	$123M	-$5.69M	1	3.02%	Reduced
55	Findlay Park Partners London, United Kingdom	$122M	$0	2	1.35%	Maintained
56	SCM Shapiro Capital Management Atlanta, Georgia	$121M	-$10.1M	1	3.18%	Reduced
57	IC Inverness Counsel New York	$120M	-$761K	1	9.5%	Reduced
58	Guggenheim Capital Chicago, Illinois	$118M	+$23.4M	9	0.36%	Increased
59	California Public Employees Retirement System Sacramento, California	$118M	+$20.7M	10	0.17%	Increased
60	D.E. Shaw & Co New York	$116M	+$16.2M	8	0.16%	Increased
61	Renaissance Technologies New York	$113M	+$10.7M	5	0.27%	Increased
62	Wells Fargo San Francisco, California	$113M	-$5.4M	10	0.05%	Reduced
63	BlackRock Investment Management Wilmington, Delaware	$111M	+$7.66M	10	0.17%	Increased
64	EARNEST Partners Atlanta, Georgia	$108M	+$98.8M	1	0.87%	New
65	Adage Capital Partners Boston, Massachusetts	$103M	+$2.47M	5	0.27%	Increased
66	Credit Suisse Zurich, Switzerland	$102M	+$12.1M	10	0.09%	Increased
67	SAC Capital Advisors Stamford, Connecticut	$100M	+$32.9M	4	0.58%	Increased
68	EdgePoint Investment Group Toronto, Ontario, Canada	$99.1M	+$1.39M	1	2.57%	Increased
69	Allianz Asset Management Munich, Germany	$98M	+$13.8M	7	0.12%	Increased
70	Morgan Stanley New York	$97.9M	-$3.59M	10	0.04%	Reduced
71	UBS AM Chicago, Illinois	$97.3M	-$1.73M	7	0.11%	Reduced
72	BlackRock New York	$96.8M	+$6.77M	10	0.16%	Increased
73	WBC Westpac Banking Corp Sydney, Australia	$90.1M	-$132K	4	1.03%	Reduced
74	Charles Schwab San Francisco, California	$88.5M	+$4.29M	10	0.17%	Increased
75	Eagle Asset Management St Petersburg, Florida	$87.4M	-$4.4M	4	0.49%	Reduced