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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	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$86.4M	-$7.51M	2	1.36%	Reduced
77	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$85.9M	-$8.31M	5	2.5%	Reduced
78	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$85.7M	+$9.97M	11	0.18%	Increased
79	Morgan Stanley New York	$84.7M	+$12.2M	11	0.03%	Increased
80	Axa Paris, France	$84.5M	-$8.52M	3	0.38%	Reduced
81	Renaissance Technologies New York	$83.7M	+$51M	8	0.16%	Increased
82	Adage Capital Partners Boston, Massachusetts	$79.8M	+$20.9M	4	0.22%	Increased
83	Frontier Capital Management Boston, Massachusetts	$79.7M	+$7.27M	1	0.63%	Increased
84	Russell Frank Company Seattle, Washington	$76.9M	+$20.4M	8	0.14%	Increased
85	HCM Hahn Capital Management Walnut Creek, California	$76M	+$6.18M	2	7.19%	Increased
86	Janus Henderson Group London,	$75.8M	-$3.06M	3	0.61%	Reduced
87	HCM Holland Capital Management Chicago, Illinois	$75.5M	-$945K	1	2%	Reduced
88	John W. Bristol & Co New York	$75.2M	-$4.27M	1	2.03%	Reduced
89	BlackRock Advisors Wilmington, Delaware	$71.5M	-$272K	11	0.08%	Reduced
90	Mairs & Power Inc St Paul, Minnesota	$70.4M	-$7.24M	1	1%	Reduced
91	Segall Bryant & Hamill Chicago, Illinois	$70.1M	-$4.46M	2	1.74%	Reduced
92	Panagora Asset Management Boston, Massachusetts	$70.1M	+$10.8M	7	0.35%	Increased
93	Royal Bank of Canada Toronto, Ontario, Canada	$70M	-$7.12M	11	0.04%	Reduced
94	BlackRock New York	$69.4M	-$11.7M	11	0.11%	Reduced
95	Sterling Capital Management Charlotte, North Carolina	$68.9M	+$781K	4	0.63%	Increased
96	NSCM New South Capital Management Memphis, Tennessee	$67.7M	+$2.26M	1	1.63%	Increased
97	OppenheimerFunds New York	$66.6M	+$1.07M	4	0.09%	Increased
98	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$66.4M	+$471K	4	0.15%	Increased
99	Waddell & Reed Financial Overland Park, Kansas	$65M	+$841K	1	0.12%	Increased
100	Homestead Advisers Arlington, Virginia	$64.4M	+$62.7M	2	1.15%	New