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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	STRS Ohio Columbus, Ohio	$84.5M	-$17.8M	5	0.4%	Reduced
77	UBS AM Chicago, Illinois	$84.1M	-$7.4M	9	0.09%	Reduced
78	Teachers Advisors New York	$84M	-$4.76M	11	0.17%	Reduced
79	Adage Capital Partners Boston, Massachusetts	$77.9M	+$9.42M	4	0.22%	Increased
80	GTP Global Thematic Partners New York	$76.7M	-$2.35M	1	1.29%	Reduced
81	Mairs & Power Inc St Paul, Minnesota	$74.4M	-$307K	1	1.16%	Reduced
82	Credit Suisse Zurich, Switzerland	$72.3M	+$4.4M	10	0.09%	Increased
83	Morgan Stanley New York	$72.1M	+$3.75M	11	0.03%	Increased
84	Axa Paris, France	$70.4M	-$18.5M	2	0.29%	Reduced
85	Swiss National Bank Zurich, Switzerland	$69.5M	+$7.59M	9	0.18%	Increased
86	HCM Holland Capital Management Chicago, Illinois	$67.9M	-$4.48M	1	1.76%	Reduced
87	BlackRock New York	$67.9M	+$4.19M	10	0.11%	Increased
88	National Rural Electric Cooperative Association Arlington, Virginia	$67.4M	$0	2	1.29%	Maintained
89	Janus Henderson Group London,	$67.3M	+$2.65M	3	0.59%	Increased
90	BlackRock Advisors Wilmington, Delaware	$66.4M	-$2.39M	11	0.07%	Reduced
91	Segall Bryant & Hamill Chicago, Illinois	$65.3M	-$1.16M	2	1.59%	Reduced
92	First Trust Advisors Wheaton, Illinois	$65.2M	-$16.2M	9	0.19%	Reduced
93	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$64M	+$1.3M	11	0.17%	Increased
94	Royal Bank of Canada Toronto, Ontario, Canada	$61.1M	-$29.7M	11	0.05%	Reduced
95	Frontier Capital Management Boston, Massachusetts	$61M	+$243K	1	0.51%	Increased
96	HCM Hahn Capital Management Walnut Creek, California	$60M	+$6.95M	2	5.93%	Increased
97	Sterling Capital Management Charlotte, North Carolina	$60M	+$11.2M	5	0.54%	Increased
98	EdgePoint Investment Group Toronto, Ontario, Canada	$58.3M	-$21.4M	1	1.16%	Reduced
99	Kayne Anderson Rudnick Investment Management Los Angeles, California	$57.6M	-$1.04M	2	0.98%	Reduced
100	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$57.6M	+$1.02M	4	0.14%	Increased