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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	VFA Virtus Fund Advisers Hartford, Connecticut	$124M	+$14.3M	4	1.08%	Increased
52	Ameriprise Minneapolis, Minnesota	$124M	+$5.42M	10	0.08%	Increased
53	1WCM 12 West Capital Management New York	$124M	$0	1	18.03%	Maintained
54	Schroder Investment Management Group London, United Kingdom	$117M	+$41.9M	4	0.25%	Increased
55	Legal & General Group London, United Kingdom	$117M	+$3.47M	11	0.14%	Increased
56	New York State Common Retirement Fund Albany, New York	$116M	-$3.73M	11	0.18%	Reduced
57	DAC Dividend Assets Capital Ridgeland, South Carolina	$114M	-$209K	1	2.9%	Reduced
58	California Public Employees Retirement System Sacramento, California	$108M	-$2.53M	11	0.18%	Reduced
59	Guggenheim Capital Chicago, Illinois	$108M	-$7.87M	11	0.33%	Reduced
60	Stockbridge Partners Boston, Massachusetts	$106M	+$23.3M	1	6.02%	Increased
61	AC Alleghany Corporation New York	$106M	$0	1	3.77%	Maintained
62	Charles Schwab San Francisco, California	$104M	+$5.9M	11	0.15%	Increased
63	Bank of Montreal Toronto, Ontario, Canada	$102M	+$17.2M	8	0.14%	Increased
64	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$98.6M	+$27M	2	1.33%	Increased
65	Beck Mack & Oliver New York	$97.2M	-$2.2M	1	2.94%	Reduced
66	Lord, Abbett & Co Jersey City, New Jersey	$95.2M	+$34.4M	3	0.29%	Increased
67	Prudential Financial Newark, New Jersey	$94.9M	+$26.9M	7	0.19%	Increased
68	Allianz Asset Management Munich, Germany	$91.9M	+$22.1M	5	0.11%	Increased
69	BlackRock Investment Management Wilmington, Delaware	$91.3M	-$5.71M	11	0.12%	Reduced
70	Goldman Sachs New York	$90.6M	-$121M	8	0.03%	Reduced
71	Waddell & Reed Financial Overland Park, Kansas	$87.1M	+$95.6K	1	0.14%	Increased
72	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$87M	+$12.1M	4	0.17%	Increased
73	Victory Capital Management San Antonio, Texas	$85.9M	+$43.3M	7	0.35%	Increased
74	DF Dent & Co Baltimore, Maryland	$85.8M	-$1.61M	1	2.43%	Reduced
75	KIG Kovitz Investment Group Chicago, Illinois	$84.8M	+$38.2M	1	4.94%	Increased