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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	Prudential Financial Newark, New Jersey	$137M	-$1.93M	7	0.23%	Reduced
52	AC Alleghany Corporation New York	$136M	-$4.37M	1	5.23%	Reduced
53	IC Inverness Counsel New York	$135M	-$2.32M	1	10.48%	Reduced
54	Guggenheim Capital Chicago, Illinois	$124M	-$3.04M	11	0.39%	Reduced
55	Perkins Investment Management Chicago, Illinois	$124M	+$23M	3	1.87%	Increased
56	California Public Employees Retirement System Sacramento, California	$123M	-$4.57M	11	0.2%	Reduced
57	DF Dent & Co Baltimore, Maryland	$122M	+$20.7M	1	3.42%	Increased
58	Capital World Investors Los Angeles, California	$120M	+$2.43M	1	0.03%	Increased
59	Bank of Montreal Toronto, Ontario, Canada	$119M	-$35.7M	7	0.14%	Reduced
60	Allianz Asset Management Munich, Germany	$116M	+$17.2M	5	0.12%	Increased
61	Citadel Advisors Miami, Florida	$113M	-$34.1M	8	0.13%	Reduced
62	Morgan Stanley New York	$108M	+$20.2M	11	0.04%	Increased
63	GTP Global Thematic Partners New York	$106M	-$3.46M	2	2.63%	Reduced
64	1WCM 12 West Capital Management New York	$104M	-$28.4M	1	16.73%	Reduced
65	Teachers Advisors New York	$103M	+$664K	10	0.18%	Increased
66	Silvercrest Asset Management New York	$101M	+$30.9M	4	1.29%	Increased
67	Lord, Abbett & Co Jersey City, New Jersey	$101M	+$1.97M	6	0.32%	Increased
68	Swiss National Bank Zurich, Switzerland	$99.2M	+$1.37M	9	0.16%	Increased
69	BlackRock Investment Management Wilmington, Delaware	$98.5M	+$1.06M	11	0.12%	Increased
70	Stockbridge Partners Boston, Massachusetts	$97.2M	-$23.6M	1	5.08%	Reduced
71	Point72 Asset Management Stamford, Connecticut	$95.1M	+$78M	3	0.65%	Increased
72	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$94.6M	-$4.75M	3	0.16%	Reduced
73	VFA Virtus Fund Advisers Hartford, Connecticut	$94.2M	-$24.2M	4	0.84%	Reduced
74	UBS AM Chicago, Illinois	$93M	-$4.8M	10	0.11%	Reduced
75	STRS Ohio Columbus, Ohio	$91.7M	+$3.7M	5	0.41%	Increased