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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	Jennison Associates New York	$192M	-$11.2M	3	0.2%	Reduced
52	Neuberger Berman Group New York	$192M	-$31.1M	5	0.24%	Reduced
53	AQR Capital Management Greenwich, Connecticut	$191M	-$63.9K	8	0.23%	Reduced
54	Teachers Advisors New York	$181M	-$30.7M	12	0.24%	Reduced
55	Citadel Advisors Miami, Florida	$180M	-$43M	11	0.14%	Reduced
56	Morgan Stanley New York	$177M	+$41.9M	12	0.05%	Increased
57	Swiss National Bank Zurich, Switzerland	$173M	+$1.46M	10	0.2%	Increased
58	IC Inverness Counsel New York	$173M	-$4.38M	1	12.19%	Reduced
59	First Trust Advisors Wheaton, Illinois	$172M	+$40.9M	11	0.44%	Increased
60	DF Dent & Co Baltimore, Maryland	$164M	-$12.1M	1	4.26%	Reduced
61	UBS AM Chicago, Illinois	$155M	+$4.06M	9	0.14%	Increased
62	California Public Employees Retirement System Sacramento, California	$146M	+$5.97M	12	0.22%	Increased
63	Fidelity International Hamilton, Bermuda	$146M	-$1.36M	3	0.42%	Reduced
64	Bank of Montreal Toronto, Ontario, Canada	$140M	+$5.04M	9	0.13%	Increased
65	Lord, Abbett & Co Jersey City, New Jersey	$138M	+$4.13M	3	0.4%	Increased
66	Parametric Portfolio Associates Seattle, Washington	$135M	+$6.37M	9	0.15%	Increased
67	Royal Bank of Canada Toronto, Ontario, Canada	$134M	+$6.74M	12	0.06%	Increased
68	Credit Agricole Montrouge Cedex, France	$131M	-$23.7M	4	0.45%	Reduced
69	Citigroup New York	$131M	+$11.3M	11	0.11%	Increased
70	Russell Investments Group London, United Kingdom	$125M	+$17M	7	0.21%	Increased
71	Loomis, Sayles & Company Boston, Massachusetts	$124M	+$8.57M	1	0.27%	Increased
72	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$124M	-$11.2M	3	0.17%	Reduced
73	TD Asset Management Toronto, Ontario, Canada	$123M	+$23.7M	4	0.19%	Increased
74	Capital World Investors Los Angeles, California	$119M	-$25.2M	1	0.03%	Reduced
75	VFA Virtus Fund Advisers Hartford, Connecticut	$119M	-$30.6M	6	1.21%	Reduced