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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	CIBC Private Wealth Group Atlanta, Georgia	$430M	+$1.91M	3	0.89%	Increased
52	Mirova US Boston, Massachusetts	$410M	+$169M	2	7.71%	Increased
53	Barclays London, United Kingdom	$410M	+$36.6M	11	0.15%	Increased
54	Ruane, Cunniff & Goldfarb New York	$409M	-$9.42M	1	3.49%	Reduced
55	Swiss National Bank Zurich, Switzerland	$403M	-$14.1M	11	0.24%	Reduced
56	Wells Fargo San Francisco, California	$400M	-$562M	12	0.1%	Reduced
57	Parnassus Investments San Francisco, California	$351M	-$663M	2	0.67%	Reduced
58	DZ Bank Frankfurt Am Main, Germany	$346M	+$200M	5	0.25%	Increased
59	Stockbridge Partners Boston, Massachusetts	$345M	-$12.3M	1	6.97%	Reduced
60	Mirae Asset Global Investments Seoul, South Korea	$337M	+$48.2M	9	0.72%	Increased
61	Neuberger Berman Group New York	$333M	+$95.6M	5	0.26%	Increased
62	Nordea Investment Management Stockholm, Sweden	$316M	+$5.59M	5	0.38%	Increased
63	Baillie Gifford & Co Edinburgh, United Kingdom	$302M	+$31.6M	1	0.17%	Increased
64	Ninety One (UK) London, United Kingdom	$301M	+$10.8M	1	0.72%	Increased
65	Credit Suisse Zurich, Switzerland	$287M	-$64.5M	11	0.15%	Reduced
66	KBC Group Brussels, Belgium	$286M	+$71.3M	11	0.94%	Increased
67	Artisan Partners Milwaukee, Wisconsin	$276M	-$69.8M	2	0.33%	Reduced
68	Wellington Management Group Boston, Massachusetts	$276M	-$13.6M	10	0.04%	Reduced
69	Janus Henderson Group London,	$274M	+$56M	10	0.11%	Increased
70	Federated Hermes Pittsburgh, Pennsylvania	$270M	+$21.4M	7	0.5%	Increased
71	ACM Atlanta Capital Management Atlanta, Georgia	$265M	-$14M	2	0.9%	Reduced
72	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$262M	-$4.91M	4	0.16%	Reduced
73	IC Inverness Counsel New York	$259M	+$5.25M	1	9.53%	Increased
74	Findlay Park Partners London, United Kingdom	$258M	$0	1	1.72%	Maintained
75	California Public Employees Retirement System Sacramento, California	$252M	+$18.1M	5	0.17%	Increased