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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	$405M	-$5.01M	4	0.88%	Reduced
52	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$405M	-$15.1M	5	0.54%	Reduced
53	Ruane, Cunniff & Goldfarb New York	$400M	-$4.19M	1	3.94%	Reduced
54	Barclays London, United Kingdom	$387M	+$528K	11	0.3%	Increased
55	Mirova US Boston, Massachusetts	$387M	+$26.9M	2	7.43%	Increased
56	Wells Fargo San Francisco, California	$350M	+$524K	11	0.09%	Increased
57	Ninety One (UK) London, United Kingdom	$341M	+$40.2M	1	0.87%	Increased
58	Findlay Park Partners London, United Kingdom	$336M	+$76.4M	1	2.54%	Increased
59	Nordea Investment Management Stockholm, Sweden	$329M	+$19.8M	5	0.41%	Increased
60	Mirae Asset Global Investments Seoul, South Korea	$309M	-$26.1M	9	0.65%	Reduced
61	Federated Hermes Pittsburgh, Pennsylvania	$308M	+$37.7M	6	0.69%	Increased
62	Stockbridge Partners Boston, Massachusetts	$301M	$0	1	6.5%	Maintained
63	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$295M	+$52.4M	4	0.2%	Increased
64	Artisan Partners Milwaukee, Wisconsin	$288M	+$45.8M	1	0.38%	Increased
65	Prudential Financial Newark, New Jersey	$278M	+$53.7M	10	0.37%	Increased
66	Janus Henderson Group London,	$269M	+$16.4M	10	0.13%	Increased
67	NIMI Natixis Investment Managers International Paris, France	$246M	+$236M	2	4.3%	Increased
68	Raymond James & Associates St Petersburg, Florida	$241M	+$4.19M	9	0.2%	Increased
69	Fidelity International Hamilton, Bermuda	$233M	+$32.4M	3	0.24%	Increased
70	IC Inverness Counsel New York	$233M	-$14.9M	1	10.42%	Reduced
71	Neuberger Berman Group New York	$229M	-$85.8M	6	0.19%	Reduced
72	Baillie Gifford & Co Edinburgh, United Kingdom	$224M	+$10.5M	1	0.16%	Increased
73	New York State Common Retirement Fund Albany, New York	$224M	+$3.64M	11	0.24%	Increased
74	ACM Atlanta Capital Management Atlanta, Georgia	$224M	+$25.4M	2	0.83%	Increased
75	California Public Employees Retirement System Sacramento, California	$221M	-$8.97M	5	0.17%	Reduced