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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	Deutsche Bank Frankfurt Am Main Ge, Germany	$289M	-$373K	12	0.2%	Reduced
52	Bank of Montreal Toronto, Ontario, Canada	$288M	+$4.05M	12	0.24%	Increased
53	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$261M	-$51.1M	3	0.18%	Reduced
54	Durable Capital Partners Bethesda, Maryland	$255M	-$3.16M	1	2.81%	Reduced
55	Stockbridge Partners Boston, Massachusetts	$255M	$0	1	7.02%	Maintained
56	Federated Hermes Pittsburgh, Pennsylvania	$253M	-$1.9M	8	0.59%	Reduced
57	Barclays London, United Kingdom	$248M	+$41.5M	12	0.15%	Increased
58	IC Inverness Counsel New York	$244M	+$378K	1	10.89%	Increased
59	Fidelity International Hamilton, Bermuda	$241M	-$3.73M	6	0.3%	Reduced
60	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$241M	-$2.33M	1	0.93%	Reduced
61	Artisan Partners Milwaukee, Wisconsin	$237M	-$40.1M	2	0.34%	Reduced
62	DF Dent & Co Baltimore, Maryland	$228M	+$9.06M	1	3.07%	Increased
63	Gabelli Funds Rye, New York	$215M	-$1.66M	7	1.67%	Reduced
64	First Trust Advisors Wheaton, Illinois	$202M	+$18M	12	0.32%	Increased
65	GAMCO Investors Greenwich, Connecticut	$196M	-$8.87M	7	2.18%	Reduced
66	Neuberger Berman Group New York	$195M	-$7.31M	5	0.23%	Reduced
67	New York State Common Retirement Fund Albany, New York	$194M	-$8.76M	12	0.24%	Reduced
68	Credit Suisse Zurich, Switzerland	$192M	+$13.7M	11	0.12%	Increased
69	Ninety One (UK) London, United Kingdom	$190M	-$3.09M	1	0.69%	Reduced
70	Ameriprise Minneapolis, Minnesota	$189M	-$30.6M	12	0.08%	Reduced
71	California Public Employees Retirement System Sacramento, California	$188M	+$5.18M	12	0.17%	Increased
72	Janus Henderson Group London,	$172M	-$18.6M	4	0.09%	Reduced
73	CI Investments Inc Toronto, Ontario, Canada	$171M	-$23.7M	4	0.85%	Reduced
74	Citadel Advisors Miami, Florida	$171M	+$96.1M	12	0.05%	Increased
75	Beck Mack & Oliver New York	$171M	-$22.7M	2	6.26%	Reduced