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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	Millennium Management New York	$87.4M	-$8.09M	6	0.17%	Reduced
77	National Rural Electric Cooperative Association Arlington, Virginia	$85.7M	$0	2	1.41%	Maintained
78	Adage Capital Partners Boston, Massachusetts	$85.4M	-$4.4M	4	0.21%	Reduced
79	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$85.2M	+$36.8M	2	1.05%	Increased
80	Prudential Financial Newark, New Jersey	$85M	-$17.8M	7	0.15%	Reduced
81	EdgePoint Investment Group Toronto, Ontario, Canada	$84.7M	-$3.01M	1	1.65%	Reduced
82	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$84.7M	-$4.57M	4	0.15%	Reduced
83	Stockbridge Partners Boston, Massachusetts	$84.1M	+$3.29M	1	4.51%	Increased
84	Mairs & Power Inc St Paul, Minnesota	$81.7M	+$41.6K	1	1.16%	Increased
85	Allianz Asset Management Munich, Germany	$81.1M	-$38.8M	5	0.09%	Reduced
86	Federated Hermes Pittsburgh, Pennsylvania	$79.9M	-$248K	7	0.24%	Reduced
87	HCM Holland Capital Management Chicago, Illinois	$79.4M	-$3.92M	1	1.89%	Reduced
88	Morgan Stanley New York	$78.3M	+$14.8M	11	0.03%	Increased
89	Credit Suisse Zurich, Switzerland	$76.6M	+$6.38M	10	0.07%	Increased
90	BlackRock Advisors Wilmington, Delaware	$74.9M	+$2.23M	11	0.08%	Increased
91	Segall Bryant & Hamill Chicago, Illinois	$73.1M	-$235K	2	1.64%	Reduced
92	Balyasny Asset Management Chicago, Illinois	$72.6M	-$2.46M	3	0.45%	Reduced
93	Burgundy Asset Management Toronto, Ontario, Canada	$72.1M	-$27.5M	1	0.78%	Reduced
94	Janus Henderson Group London,	$71.5M	-$3.68M	3	0.56%	Reduced
95	BlackRock New York	$70.8M	-$5.6M	10	0.11%	Reduced
96	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$70.4M	-$727K	11	0.17%	Reduced
97	Swiss National Bank Zurich, Switzerland	$69.6M	+$3.67M	9	0.18%	Increased
98	John W. Bristol & Co New York	$68.8M	-$3.85M	1	1.47%	Reduced
99	Frontier Capital Management Boston, Massachusetts	$66.9M	+$4.75M	1	0.48%	Increased
100	Lord, Abbett & Co Jersey City, New Jersey	$66.7M	-$50.2M	3	0.18%	Reduced