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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	Beck Mack & Oliver New York	$91.2M	-$3.66M	1	3.22%	Reduced
77	American Century Companies Kansas City, Missouri	$90.8M	+$33.2M	3	0.1%	Increased
78	OppenheimerFunds New York	$85.9M	+$12.2M	5	0.11%	Increased
79	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$85M	-$2.58M	10	0.18%	Reduced
80	Waddell & Reed Financial Overland Park, Kansas	$83.5M	$0	1	0.18%	Maintained
81	BlackRock New York	$81.3M	+$11.1M	10	0.12%	Increased
82	Renaissance Technologies New York	$80.8M	-$6.05M	8	0.15%	Reduced
83	Emerald Acquisition Seattle, Washington	$78.6M	+$78.9M	9	0.14%	New
84	Royal Bank of Canada Toronto, Ontario, Canada	$77.4M	+$1.4M	11	0.05%	Increased
85	DAC Dividend Assets Capital Ridgeland, South Carolina	$76.8M	-$24.8M	1	2.28%	Reduced
86	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$76.5M	-$20.7M	2	1.24%	Reduced
87	PGGM Investments Zeist, Netherlands	$76.1M	+$31.2M	2	0.39%	Increased
88	Sterling Capital Management Charlotte, North Carolina	$74.4M	-$3.32M	5	0.68%	Reduced
89	BlackRock Advisors Wilmington, Delaware	$73.3M	+$2.05M	11	0.07%	Increased
90	Axa Paris, France	$73.1M	-$5.95M	3	0.33%	Reduced
91	NSCM New South Capital Management Memphis, Tennessee	$72.2M	-$1.7M	1	1.78%	Reduced
92	Bessemer Group Woodbridge, New Jersey	$71.9M	+$69.1M	5	0.39%	Increased
93	Mairs & Power Inc St Paul, Minnesota	$71.6M	-$5.56M	1	0.97%	Reduced
94	Janus Henderson Group London,	$71.2M	-$2.48M	3	0.59%	Reduced
95	Millennium Management New York	$70.1M	+$29.1M	10	0.16%	Increased
96	PAR Capital Management Boston, Massachusetts	$69.5M	+$13.1M	1	1.15%	Increased
97	Panagora Asset Management Boston, Massachusetts	$69.3M	-$3.88M	6	0.34%	Reduced
98	HCM Hahn Capital Management Walnut Creek, California	$68.7M	-$12.1M	2	6.58%	Reduced
99	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$68.6M	-$534K	1	0.1%	Reduced
100	John W. Bristol & Co New York	$67.3M	-$2.91M	1	1.9%	Reduced