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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	Parnassus Investments San Francisco, California	$352M	+$22.5M	2	0.87%	Increased
52	CIBC Private Wealth Group Atlanta, Georgia	$342M	+$11.7M	3	1.15%	Increased
53	Ruane, Cunniff & Goldfarb New York	$324M	-$9.78M	1	5.06%	Reduced
54	Mitsubishi UFJ Asset Management Tokyo, Japan	$314M	+$19.5M	4	0.86%	Increased
55	Corient Private Wealth Miami, Florida	$306M	+$299M	6	1.11%	New
56	Wells Fargo San Francisco, California	$296M	-$7.89M	11	0.09%	Reduced
57	Janus Henderson Group London,	$281M	-$46.1M	10	0.2%	Reduced
58	Nordea Investment Management Stockholm, Sweden	$280M	-$5.78M	6	0.44%	Reduced
59	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$279M	-$37.9M	4	0.22%	Reduced
60	Millennium Management New York	$262M	+$81.2M	12	0.14%	Increased
61	Citadel Advisors Miami, Florida	$253M	+$10.8M	12	0.06%	Increased
62	Ninety One (UK) London, United Kingdom	$226M	-$13M	1	0.73%	Reduced
63	Swedbank Stockholm, Sweden	$224M	+$76.8M	5	0.49%	Increased
64	ProShare Advisors Bethesda, Maryland	$224M	+$23.3M	8	0.79%	Increased
65	Credit Suisse Zurich, Switzerland	$222M	+$24.8M	10	0.24%	Increased
66	Findlay Park Partners London, United Kingdom	$217M	-$73.4M	1	2.36%	Reduced
67	Loomis, Sayles & Company Boston, Massachusetts	$214M	-$75.5M	4	0.43%	Reduced
68	Mirae Asset Global Investments Seoul, South Korea	$211M	-$6.47M	11	0.55%	Reduced
69	Soroban Capital Partners New York	$207M	$0	1	2.49%	Maintained
70	Robeco Schweiz Zurich, Switzerland	$207M	+$47M	4	3.78%	Increased
71	New York State Common Retirement Fund Albany, New York	$203M	-$8.71M	11	0.28%	Reduced
72	Orbis Allan Gray Hamilton, Bermuda	$201M	+$197M	1	1.59%	New
73	RhumbLine Advisers Boston, Massachusetts	$200M	+$10.7M	11	0.27%	Increased
74	KBC Group Brussels, Belgium	$199M	+$16.7M	11	0.96%	Increased
75	TD Asset Management Toronto, Ontario, Canada	$197M	+$35.3M	6	0.24%	Increased