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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	IC Inverness Counsel New York	$244M	-$2.36M	1	12.64%	Reduced
52	Gabelli Funds Rye, New York	$237M	-$7.1M	7	1.57%	Reduced
53	Swiss National Bank Zurich, Switzerland	$237M	+$3.1M	10	0.25%	Increased
54	Federated Hermes Pittsburgh, Pennsylvania	$225M	-$20.5M	8	0.55%	Reduced
55	CI Investments Inc Toronto, Ontario, Canada	$224M	-$85.7M	3	1.16%	Reduced
56	Maverick Capital Dallas, Texas	$221M	+$135M	3	3.25%	Increased
57	New York State Common Retirement Fund Albany, New York	$209M	-$4.79M	12	0.26%	Reduced
58	Bank of Montreal Toronto, Ontario, Canada	$203M	+$26.4M	12	0.18%	Increased
59	Putnam Investments Boston, Massachusetts	$201M	+$14.3M	2	0.45%	Increased
60	Neuberger Berman Group New York	$199M	-$1.47M	6	0.24%	Reduced
61	DF Dent & Co Baltimore, Maryland	$194M	-$573K	1	3.47%	Reduced
62	Loomis, Sayles & Company Boston, Massachusetts	$191M	-$2.16M	3	0.37%	Reduced
63	First Trust Advisors Wheaton, Illinois	$190M	+$18.7M	11	0.36%	Increased
64	Barclays London, United Kingdom	$190M	+$4.89M	12	0.12%	Increased
65	AC Alleghany Corporation New York	$188M	$0	1	10.77%	Maintained
66	Millennium Management New York	$187M	+$88M	10	0.3%	Increased
67	California Public Employees Retirement System Sacramento, California	$178M	+$42.1M	12	0.18%	Increased
68	Ameriprise Minneapolis, Minnesota	$178M	+$4.77M	11	0.08%	Increased
69	CIBC Private Wealth Group Atlanta, Georgia	$177M	+$542K	3	0.62%	Increased
70	Schroder Investment Management Group London, United Kingdom	$167M	-$126M	4	0.29%	Reduced
71	MVIP Mar Vista Investment Partners Los Angeles, California	$166M	+$5.49M	1	4.18%	Increased
72	USS Investment Management London, United Kingdom	$161M	$0	1	1.67%	Maintained
73	Beck Mack & Oliver New York	$153M	+$3.58M	2	5.4%	Increased
74	Ninety One (UK) London, United Kingdom	$153M	-$3.13M	1	0.59%	Reduced
75	Congress Asset Management Boston, Massachusetts	$151M	-$2.47M	2	1.94%	Reduced