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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	Ruane, Cunniff & Goldfarb New York	$391M	-$11.6M	1	6.49%	Reduced
52	Nordea Investment Management Stockholm, Sweden	$376M	-$4.55M	4	0.52%	Reduced
53	Deutsche Bank Frankfurt Am Main Ge, Germany	$361M	-$44.6M	11	0.23%	Reduced
54	Swiss National Bank Zurich, Switzerland	$354M	-$37.5M	10	0.28%	Reduced
55	Swedbank Stockholm, Sweden	$341M	-$24.7M	4	0.59%	Reduced
56	Mirae Asset Global Investments Seoul, South Korea	$333M	+$27.2M	11	0.73%	Increased
57	KBC Group Brussels, Belgium	$328M	+$93.1M	11	1.34%	Increased
58	Mackenzie Financial Toronto Ontario, Ontario, Canada	$316M	+$85.4M	6	0.53%	Increased
59	Neuberger Berman Group New York	$315M	+$393K	7	0.29%	Increased
60	Janus Henderson Group London,	$304M	+$8.09M	10	0.2%	Increased
61	Citadel Advisors Miami, Florida	$283M	-$21.6M	11	0.06%	Reduced
62	Parnassus Investments San Francisco, California	$277M	$0	2	0.68%	Maintained
63	Wells Fargo San Francisco, California	$267M	-$45.8M	12	0.08%	Reduced
64	RhumbLine Advisers Boston, Massachusetts	$266M	+$8.91M	12	0.31%	Increased
65	Credit Suisse Zurich, Switzerland	$265M	-$2.01M	10	0.27%	Reduced
66	Ninety One (UK) London, United Kingdom	$263M	-$7.53M	1	0.83%	Reduced
67	ProShare Advisors Bethesda, Maryland	$261M	-$13.6M	9	0.82%	Reduced
68	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$260M	-$3.25M	4	0.21%	Reduced
69	Envestnet Asset Management Chicago, Illinois	$248M	+$82.7M	9	0.11%	Increased
70	Third Point New York	$246M	+$58M	1	3.73%	Increased
71	Man Group London, United Kingdom	$240M	-$250M	0	–	Closed
72	Boston Partners Boston, Massachusetts	$235M	+$103M	3	0.33%	Increased
73	Fidelity International Hamilton, Bermuda	$235M	+$10.9M	4	0.28%	Increased
74	DekaBank Deutsche Girozentrale Frankfurt, Germany	$235M	+$36.4M	7	0.54%	Increased
75	Loomis, Sayles & Company Boston, Massachusetts	$234M	+$11.3M	3	0.4%	Increased