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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	$208M	-$11.3M	1	13.03%	Reduced
52	Artisan Partners Milwaukee, Wisconsin	$205M	-$84.2M	1	0.44%	Reduced
53	Bank of Montreal Toronto, Ontario, Canada	$202M	+$5.9M	10	0.23%	Increased
54	Amundi Asset Management US Boston, Massachusetts	$198M	-$48.5M	8	0.34%	Reduced
55	CI Investments Inc Toronto, Ontario, Canada	$190M	+$63.8M	3	1.15%	Increased
56	Gabelli Funds Rye, New York	$188M	-$3.96M	7	1.67%	Reduced
57	GAMCO Investors Greenwich, Connecticut	$188M	-$11.3M	7	2.22%	Reduced
58	DF Dent & Co Baltimore, Maryland	$170M	+$2.68M	1	3.28%	Increased
59	New York State Common Retirement Fund Albany, New York	$170M	-$3.91M	12	0.26%	Reduced
60	Durable Capital Partners Bethesda, Maryland	$157M	+$178M	1	3.19%	New
61	Ameriprise Minneapolis, Minnesota	$156M	+$15.2M	11	0.08%	Increased
62	AC Alleghany Corporation New York	$154M	-$11.8M	1	10.38%	Reduced
63	Neuberger Berman Group New York	$154M	-$1.38M	5	0.23%	Reduced
64	Putnam Investments Boston, Massachusetts	$154M	-$18.7M	3	0.4%	Reduced
65	Federated Hermes Pittsburgh, Pennsylvania	$154M	-$16.3M	6	0.45%	Reduced
66	Ninety One (UK) London, United Kingdom	$151M	-$9.07M	1	0.64%	Reduced
67	California Public Employees Retirement System Sacramento, California	$145M	-$10.6M	12	0.17%	Reduced
68	RhumbLine Advisers Boston, Massachusetts	$139M	+$5.21M	12	0.29%	Increased
69	Findlay Park Partners London, United Kingdom	$137M	+$77.3M	1	1.32%	Increased
70	Credit Suisse Zurich, Switzerland	$135M	+$11.6M	10	0.12%	Increased
71	First Trust Advisors Wheaton, Illinois	$135M	-$12.6M	11	0.31%	Reduced
72	Beck Mack & Oliver New York	$132M	-$1.23M	2	5.87%	Reduced
73	Fidelity International Hamilton, Bermuda	$131M	+$30M	6	0.22%	Increased
74	Barclays London, United Kingdom	$131M	-$46.2M	12	0.1%	Reduced
75	Janus Henderson Group London,	$130M	-$114M	4	0.09%	Reduced