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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	Allianz Asset Management Munich, Germany	$179M	+$43.8M	6	0.17%	Increased
52	Boston Partners Boston, Massachusetts	$167M	-$11.3M	1	0.23%	Reduced
53	New York State Common Retirement Fund Albany, New York	$166M	-$13.3M	10	0.24%	Reduced
54	Legal & General Group London, United Kingdom	$163M	+$4.72M	10	0.17%	Increased
55	DF Dent & Co Baltimore, Maryland	$158M	+$26.3M	1	4.36%	Increased
56	Charles Schwab San Francisco, California	$157M	+$2.12M	10	0.18%	Increased
57	Guggenheim Capital Chicago, Illinois	$148M	+$12.5M	11	0.46%	Increased
58	AC Alleghany Corporation New York	$146M	$0	1	5.26%	Maintained
59	Perkins Investment Management Chicago, Illinois	$145M	-$5.18M	3	2.01%	Reduced
60	IC Inverness Counsel New York	$137M	-$6.92M	1	10.78%	Reduced
61	California Public Employees Retirement System Sacramento, California	$129M	-$4.45M	11	0.21%	Reduced
62	Teachers Advisors New York	$117M	+$4.9M	10	0.19%	Increased
63	Morgan Stanley New York	$114M	-$5.73M	11	0.04%	Reduced
64	Balyasny Asset Management Chicago, Illinois	$111M	+$100M	2	0.64%	Increased
65	OppenheimerFunds New York	$109M	+$9.34M	5	0.14%	Increased
66	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$109M	+$5.44M	3	0.18%	Increased
67	Soroban Capital Partners New York	$108M	+$97.6M	1	0.66%	New
68	Swiss National Bank Zurich, Switzerland	$106M	-$1.38M	9	0.17%	Reduced
69	Bank of Montreal Toronto, Ontario, Canada	$102M	-$27.7M	7	0.11%	Reduced
70	UBS AM Chicago, Illinois	$101M	+$2.14M	10	0.11%	Increased
71	Prudential Financial Newark, New Jersey	$96.8M	-$58.4M	7	0.16%	Reduced
72	STRS Ohio Columbus, Ohio	$95.6M	-$2.93M	5	0.43%	Reduced
73	VFA Virtus Fund Advisers Hartford, Connecticut	$95.4M	-$1.88M	5	0.84%	Reduced
74	Royal Bank of Canada Toronto, Ontario, Canada	$95.4M	+$11.8M	11	0.05%	Increased
75	Beck Mack & Oliver New York	$93.6M	-$3.73M	1	3.38%	Reduced