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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	Stockbridge Partners Boston, Massachusetts	$323M	-$28.3M	1	7.86%	Reduced
52	CIBC Private Wealth Group Atlanta, Georgia	$322M	+$3.12M	3	0.81%	Increased
53	Credit Suisse Zurich, Switzerland	$309M	+$36.9M	11	0.16%	Increased
54	Millennium Management New York	$288M	+$196M	11	0.21%	Increased
55	Barclays London, United Kingdom	$285M	+$48.7M	12	0.15%	Increased
56	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$259M	-$5.01M	4	0.16%	Reduced
57	Mackenzie Financial Toronto Ontario, Ontario, Canada	$257M	+$47.9M	4	0.39%	Increased
58	Ameriprise Minneapolis, Minnesota	$252M	-$2.08M	12	0.08%	Reduced
59	Findlay Park Partners London, United Kingdom	$246M	+$34M	1	1.71%	Increased
60	Durable Capital Partners Bethesda, Maryland	$233M	+$6.22M	1	1.97%	Increased
61	GAMCO Investors Greenwich, Connecticut	$226M	-$11.8M	7	1.98%	Reduced
62	Gabelli Funds Rye, New York	$225M	-$18.6M	8	1.51%	Reduced
63	Citadel Advisors Miami, Florida	$224M	+$87.8M	10	0.05%	Increased
64	California Public Employees Retirement System Sacramento, California	$222M	-$10.8M	12	0.17%	Reduced
65	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$222M	-$3.4M	1	0.71%	Reduced
66	D.E. Shaw & Co New York	$221M	+$94.2M	11	0.21%	Increased
67	Swedbank Stockholm, Sweden	$220M	+$215M	4	0.46%	New
68	Wellington Management Group Boston, Massachusetts	$219M	-$192M	8	0.04%	Reduced
69	DF Dent & Co Baltimore, Maryland	$216M	-$1.91M	2	2.5%	Reduced
70	New York State Common Retirement Fund Albany, New York	$215M	-$6.58M	12	0.24%	Reduced
71	IC Inverness Counsel New York	$213M	-$30.2M	1	8.81%	Reduced
72	Nordea Investment Management Stockholm, Sweden	$207M	+$30.5M	6	0.3%	Increased
73	EARNEST Partners Atlanta, Georgia	$204M	+$16.4M	5	1.22%	Increased
74	KBC Group Brussels, Belgium	$201M	+$22.7M	9	0.81%	Increased
75	Ninety One (UK) London, United Kingdom	$200M	-$7.98M	1	0.57%	Reduced