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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	Morgan Stanley New York	$184M	-$170M	12	0.06%	Reduced
52	Parametric Portfolio Associates Seattle, Washington	$181M	+$12.9M	11	0.18%	Increased
53	Victory Capital Management San Antonio, Texas	$179M	-$2.82M	9	0.45%	Reduced
54	Lord, Abbett & Co Jersey City, New Jersey	$178M	-$85.5M	4	0.65%	Reduced
55	New York State Common Retirement Fund Albany, New York	$178M	-$10.7M	12	0.26%	Reduced
56	Royal Bank of Canada Toronto, Ontario, Canada	$177M	+$25.6M	12	0.09%	Increased
57	Teachers Advisors New York	$177M	-$712K	12	0.25%	Reduced
58	Swiss National Bank Zurich, Switzerland	$175M	+$3.08M	10	0.22%	Increased
59	USS Investment Management London, United Kingdom	$175M	$0	1	2.15%	Maintained
60	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$170M	$0	1	44.74%	Maintained
61	BP Berkshire Partners Boston, Massachusetts	$164M	$0	1	19.51%	Maintained
62	EARNEST Partners Atlanta, Georgia	$164M	-$3.84M	6	1.78%	Reduced
63	Royce & Associates New York	$161M	-$16.2M	9	1.44%	Reduced
64	Neuberger Berman Group New York	$153M	-$259K	5	0.21%	Reduced
65	AQR Capital Management Greenwich, Connecticut	$150M	+$85.2K	10	0.17%	Increased
66	Putnam Investments Boston, Massachusetts	$148M	+$2.47M	3	0.39%	Increased
67	Vaughan Nelson Investment Management Houston, Texas	$148M	-$4.56M	2	2.11%	Reduced
68	DF Dent & Co Baltimore, Maryland	$143M	-$3.43M	1	3.57%	Reduced
69	TD Asset Management Toronto, Ontario, Canada	$139M	-$5.22M	5	0.24%	Reduced
70	Loomis, Sayles & Company Boston, Massachusetts	$137M	-$2.07M	3	0.32%	Reduced
71	Swedbank Stockholm, Sweden	$133M	-$69.2M	1	0.73%	Reduced
72	Renaissance Technologies New York	$130M	+$23.2M	7	0.14%	Increased
73	First Trust Advisors Wheaton, Illinois	$129M	-$20M	11	0.3%	Reduced
74	VOYA Investment Management Atlanta, Georgia	$126M	-$1.2M	10	0.31%	Reduced
75	Bank of Montreal Toronto, Ontario, Canada	$124M	+$3.03M	12	0.12%	Increased