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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
76	Robeco Schweiz Zurich, Switzerland	$227M	+$3.56M	6	3.63%	Increased
77	Gabelli Funds Rye, New York	$224M	+$648K	7	1.43%	Increased
78	Jupiter Topco New York	$218M	+$219M	10	0.09%	New
79	BNP Paribas Financial Markets Paris, France	$215M	-$31.4M	14	0.07%	Reduced
80	Kayne Anderson Rudnick Investment Management Los Angeles, California	$212M	-$16.3M	6	0.66%	Reduced
81	Citadel Advisors Miami, Florida	$211M	-$5.72M	11	0.02%	Reduced
82	Focus Partners Wealth Boston, Massachusetts	$208M	-$4.7M	9	0.21%	Reduced
83	Qube Research & Technologies (QRT) London, United Kingdom	$207M	+$19.3M	7	0.19%	Increased
84	Schroder Investment Management Group London, United Kingdom	$203M	-$4.27M	7	0.14%	Reduced
85	Neuberger Berman Group New York	$203M	+$13.5M	7	0.13%	Increased
86	Raymond James Financial St Petersburg, Florida	$202M	-$4.3M	11	0.05%	Reduced
87	Mitsubishi UFJ Asset Management Tokyo, Japan	$199M	+$10.5M	8	0.11%	Increased
88	Balyasny Asset Management Chicago, Illinois	$196M	+$94.2M	10	0.24%	Increased
89	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$194M	-$4.68M	4	0.11%	Reduced
90	Gotham Asset Management New York	$191M	+$8.49M	8	0.44%	Increased
91	Storebrand Asset Management Lysaker, Norway	$189M	+$29.7M	7	0.46%	Increased
92	MIM Meridiem Investment Management London, United Kingdom	$188M	+$134M	1	5.04%	Increased
93	California Public Employees Retirement System Sacramento, California	$185M	-$21M	6	0.1%	Reduced
94	Aviva London, United Kingdom	$183M	-$3.79M	4	0.27%	Reduced
95	Vanguard Global Advisers Malvern, Pennsylvania	$183M	-$12M	13	0.09%	Reduced
96	Vanguard Asset Management London, Ec4n 8af,	$176M	+$15.8M	10	0.12%	Increased
97	Allianz Asset Management Munich, Germany	$176M	-$44.4M	7	0.14%	Reduced
98	Thrivent Financial for Lutherans Minneapolis, Minnesota	$169M	+$25.1M	10	0.28%	Increased
99	BAMCO Inc New York	$166M	+$3.9M	2	0.25%	Increased
100	Pacer Advisors Malvern, Pennsylvania	$164M	-$42.9M	6	0.42%	Reduced