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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	Wellington Management Group Boston, Massachusetts	$140M	-$24M	2	0.04%	Reduced
52	Morgan Stanley New York	$139M	+$40M	10	0.06%	Increased
53	Sculptor Capital New York	$139M	+$139M	1	0.46%	New
54	STRS Ohio Columbus, Ohio	$138M	-$2.95M	6	0.62%	Reduced
55	Legal & General Group London, United Kingdom	$136M	+$1.17M	5	0.17%	Increased
56	Bank of America Charlotte, North Carolina	$131M	-$446K	10	0.05%	Reduced
57	Guggenheim Capital Chicago, Illinois	$127M	+$6.55M	9	0.36%	Increased
58	BlackRock Advisors Wilmington, Delaware	$126M	-$4.17M	10	0.12%	Reduced
59	Ruane, Cunniff & Goldfarb New York	$125M	+$52	2	0.67%	Increased
60	Impax Asset Management (UK) London, United Kingdom	$124M	-$22M	4	11.26%	Reduced
61	Prudential Financial Newark, New Jersey	$124M	-$33.3M	8	0.23%	Reduced
62	California Public Employees Retirement System Sacramento, California	$122M	+$4.57M	10	0.17%	Increased
63	Wells Fargo San Francisco, California	$120M	+$7.02M	10	0.05%	Increased
64	Waddell & Reed Financial Overland Park, Kansas	$117M	+$115M	1	0.18%	New
65	Select Equity Group New York	$116M	+$112M	2	1.27%	New
66	Beck Mack & Oliver New York	$116M	-$3.08M	1	2.71%	Reduced
67	IC Inverness Counsel New York	$114M	-$619K	1	9.1%	Reduced
68	BlackRock Investment Management Wilmington, Delaware	$113M	+$3.04M	10	0.16%	Increased
69	UBS AM Chicago, Illinois	$104M	+$6.42M	8	0.11%	Increased
70	EdgePoint Investment Group Toronto, Ontario, Canada	$99.9M	$0	1	2.33%	Maintained
71	Perkins Investment Management Chicago, Illinois	$99.5M	+$32.2M	1	0.76%	Increased
72	Millennium Management New York	$97.5M	+$31.7M	7	0.28%	Increased
73	EARNEST Partners Atlanta, Georgia	$96.6M	-$6.27M	1	0.77%	Reduced
74	Allianz Asset Management Munich, Germany	$95.4M	-$2.83M	6	0.11%	Reduced
75	WBC Westpac Banking Corp Sydney, Australia	$95.1M	-$2.3M	4	1.01%	Reduced