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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	$99.6M	+$61M	7	0.21%	Increased
77	Credit Suisse Zurich, Switzerland	$99.3M	+$10M	12	0.1%	Increased
78	OppenheimerFunds New York	$96.1M	-$10.4M	6	0.12%	Reduced
79	BlackRock New York	$94.8M	+$1.74M	12	0.13%	Increased
80	Loomis, Sayles & Company Boston, Massachusetts	$93.5M	+$9.94M	2	0.23%	Increased
81	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$93.2M	-$1.65M	11	0.19%	Reduced
82	Renaissance Technologies New York	$91.4M	+$64.4M	9	0.14%	Increased
83	SCM Shapiro Capital Management Atlanta, Georgia	$90.6M	+$1.16M	1	2.32%	Increased
84	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$88.9M	+$25.9M	3	1.32%	Increased
85	STRS Ohio Columbus, Ohio	$87.8M	-$9M	6	0.39%	Reduced
86	Beck Mack & Oliver New York	$85.5M	-$8.28M	1	3.07%	Reduced
87	VOYA Investment Management Atlanta, Georgia	$85M	-$2.61M	10	0.2%	Reduced
88	Federated Hermes Pittsburgh, Pennsylvania	$84.6M	+$60.7M	5	0.25%	Increased
89	Silvercrest Asset Management New York	$83.2M	+$6.34M	4	0.93%	Increased
90	Bessemer Group Woodbridge, New Jersey	$83M	+$811K	5	0.38%	Increased
91	Citadel Advisors Miami, Florida	$81.6M	-$10.6M	10	0.08%	Reduced
92	Kayne Anderson Rudnick Investment Management Los Angeles, California	$79.9M	+$2.49M	2	0.95%	Increased
93	NSCM New South Capital Management Memphis, Tennessee	$78.9M	-$903K	1	1.88%	Reduced
94	Mairs & Power Inc St Paul, Minnesota	$78M	+$1.31M	1	1%	Increased
95	RhumbLine Advisers Boston, Massachusetts	$77.7M	+$5.32M	10	0.2%	Increased
96	1WCM 12 West Capital Management New York	$77M	+$1.78M	1	13.69%	Increased
97	Teacher Retirement System of Texas Austin, Texas	$75.5M	+$28.3M	4	0.54%	Increased
98	Homestead Advisers Arlington, Virginia	$74.7M	-$2.73M	2	1.18%	Reduced
99	Axa Paris, France	$74.6M	-$2.14M	2	0.35%	Reduced
100	Perkins Investment Management Chicago, Illinois	$72.6M	-$75.9M	1	0.93%	Reduced