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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	Ameriprise Minneapolis, Minnesota	$135M	-$28.7M	10	0.08%	Reduced
52	Guggenheim Capital Chicago, Illinois	$128M	-$2.46M	11	0.32%	Reduced
53	Legal & General Group London, United Kingdom	$127M	+$927K	11	0.15%	Increased
54	DAC Dividend Assets Capital Ridgeland, South Carolina	$126M	+$41.6K	1	2.78%	Increased
55	1WCM 12 West Capital Management New York	$125M	$0	1	14.3%	Maintained
56	California Public Employees Retirement System Sacramento, California	$124M	-$6.8M	11	0.19%	Reduced
57	VFA Virtus Fund Advisers Hartford, Connecticut	$121M	+$60.2M	3	0.9%	Increased
58	AllianceBernstein Nashville, Tennessee	$118M	+$42.6M	10	0.1%	Increased
59	AC Alleghany Corporation New York	$116M	$0	1	3.98%	Maintained
60	STRS Ohio Columbus, Ohio	$116M	+$3.47M	4	0.51%	Increased
61	Bank of America Charlotte, North Carolina	$112M	+$17.5M	11	0.04%	Increased
62	Charles Schwab San Francisco, California	$109M	+$344K	11	0.15%	Increased
63	Beck Mack & Oliver New York	$109M	-$4.6M	1	2.85%	Reduced
64	BlackRock Investment Management Wilmington, Delaware	$107M	+$14.5M	11	0.13%	Increased
65	Manning & Napier Advisors Fairport, New York	$105M	-$1.94M	1	0.46%	Reduced
66	GTP Global Thematic Partners New York	$104M	+$48.7K	1	1.38%	Increased
67	UBS AM Chicago, Illinois	$102M	+$1.45M	9	0.1%	Increased
68	Axa Paris, France	$99.8M	-$3.51M	2	0.4%	Reduced
69	Teachers Advisors New York	$99.2M	+$360K	11	0.18%	Increased
70	Schroder Investment Management Group London, United Kingdom	$98.4M	+$18.1M	4	0.19%	Increased
71	Royal Bank of Canada Toronto, Ontario, Canada	$98.2M	+$1.48M	11	0.07%	Increased
72	DF Dent & Co Baltimore, Maryland	$96M	-$11.8M	2	2.6%	Reduced
73	Bank of Montreal Toronto, Ontario, Canada	$95M	+$16.1M	9	0.11%	Increased
74	First Trust Advisors Wheaton, Illinois	$92.3M	+$16.4M	9	0.24%	Increased
75	Waddell & Reed Financial Overland Park, Kansas	$88.2M	$0	1	0.13%	Maintained