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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	PIM Platinum Investment Management Sydney Australia 2000, Australia	$96.4M	-$89.8M	1	1.68%	Reduced
77	Axa Paris, France	$95.6M	+$45.8M	3	0.4%	Increased
78	DAC Dividend Assets Capital Ridgeland, South Carolina	$91.2M	-$149K	1	2.43%	Reduced
79	EARNEST Partners Atlanta, Georgia	$90.4M	-$1.2M	1	0.72%	Reduced
80	Credit Suisse Zurich, Switzerland	$87.9M	-$1.53M	10	0.07%	Reduced
81	Citadel Advisors Miami, Florida	$86.1M	+$1.78M	5	0.1%	Increased
82	Amundi Asset Management US Boston, Massachusetts	$85.7M	+$13M	3	0.33%	Increased
83	Waddell & Reed Financial Overland Park, Kansas	$85.5M	-$13.9M	1	0.13%	Reduced
84	HCM Holland Capital Management Chicago, Illinois	$84.6M	-$1.4M	1	1.79%	Reduced
85	NFA Nationwide Fund Advisors Columbus, Ohio	$82.2M	-$4.38M	10	0.33%	Reduced
86	Perkins Investment Management Chicago, Illinois	$80.5M	-$3.28M	1	0.65%	Reduced
87	BlackRock New York	$80.1M	-$11.1M	10	0.12%	Reduced
88	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$78.3M	+$3.68M	4	0.16%	Increased
89	Principal Financial Group Des Moines, Iowa	$76.4M	-$9.35M	8	0.13%	Reduced
90	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$75.8M	+$72.4M	1	0.61%	New
91	AllianceBernstein Nashville, Tennessee	$74M	+$442K	10	0.06%	Increased
92	Riverbridge Partners Minneapolis, Minnesota	$73.9M	+$4.94M	1	1.29%	Increased
93	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$71.2M	+$1.58M	10	0.18%	Increased
94	Adage Capital Partners Boston, Massachusetts	$71M	-$12.2M	5	0.18%	Reduced
95	Thrivent Financial for Lutherans Minneapolis, Minnesota	$69.5M	-$130M	5	0.39%	Reduced
96	Segall Bryant & Hamill Chicago, Illinois	$69M	-$2.4M	2	1.64%	Reduced
97	BC BHR Capital New York	$68.6M	+$8.39M	1	4.72%	Increased
98	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$67.8M	-$21.1M	2	1.66%	Reduced
99	Madison Investment Holdings Madison, Wisconsin	$66.8M	+$19.6M	2	1.37%	Increased
100	Manning & Napier Advisors Fairport, New York	$66.2M	+$2.37M	1	0.26%	Increased