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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	EdgePoint Investment Group Toronto, Ontario, Canada	$83.7M	+$3.87M	1	2.04%	Increased
77	Burgundy Asset Management Toronto, Ontario, Canada	$83.2M	+$80.6M	1	0.92%	Increased
78	National Rural Electric Cooperative Association Arlington, Virginia	$83M	+$2.68M	2	1.45%	Increased
79	First Trust Advisors Wheaton, Illinois	$82.6M	-$37.2M	10	0.28%	Reduced
80	Goldman Sachs New York	$80.9M	-$34.5M	11	0.03%	Reduced
81	Royal Bank of Canada Toronto, Ontario, Canada	$80.5M	+$38.3M	11	0.05%	Increased
82	Adage Capital Partners Boston, Massachusetts	$79.8M	+$18M	5	0.2%	Increased
83	BlackRock Investment Management Wilmington, Delaware	$79.6M	+$2.55M	11	0.11%	Increased
84	UONDDL University of Notre Dame du Lac South Bend, Indiana	$78.8M	+$75M	1	58.52%	New
85	HCM Holland Capital Management Chicago, Illinois	$78.2M	-$8.29M	1	1.79%	Reduced
86	1WCM 12 West Capital Management New York	$77.8M	+$41M	1	9.65%	Increased
87	Schroder Investment Management Group London, United Kingdom	$76.9M	+$66.2M	5	0.15%	Increased
88	American Century Companies Kansas City, Missouri	$76.1M	-$18.2M	4	0.09%	Reduced
89	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$74.9M	-$125K	4	0.15%	Reduced
90	Mairs & Power Inc St Paul, Minnesota	$74.6M	+$330K	1	1.04%	Increased
91	Riverbridge Partners Minneapolis, Minnesota	$74.2M	-$724K	1	1.38%	Reduced
92	Janus Henderson Group London,	$74M	+$35M	4	0.53%	Increased
93	Highbridge Capital Management New York	$73.7M	+$70.3M	3	0.94%	Increased
94	AllianceBernstein Nashville, Tennessee	$73.1M	+$3.28M	11	0.06%	Increased
95	Two Sigma Investments New York	$73M	+$56.3M	6	0.4%	Increased
96	Federated Hermes Pittsburgh, Pennsylvania	$72.8M	-$11.8M	7	0.22%	Reduced
97	BC BHR Capital New York	$71.6M	$0	1	6.82%	Maintained
98	Epoch Investment Partners New York	$71.4M	-$95.3K	2	0.26%	Reduced
99	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$71.1M	+$602K	11	0.17%	Increased
100	BlackRock New York	$70.9M	+$6.6M	11	0.1%	Increased