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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	$98M	+$7.01M	3	1.49%	Increased
77	Millennium Management New York	$97.4M	-$1.65M	9	0.18%	Reduced
78	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$94.1M	-$4.23M	11	0.19%	Reduced
79	Beck Mack & Oliver New York	$94.1M	-$2.24M	1	3.29%	Reduced
80	Credit Suisse Zurich, Switzerland	$91.1M	-$13.6M	12	0.08%	Reduced
81	Loomis, Sayles & Company Boston, Massachusetts	$90.7M	-$14.4M	3	0.23%	Reduced
82	Perkins Investment Management Chicago, Illinois	$89.8M	+$4.07M	1	1.11%	Increased
83	RhumbLine Advisers Boston, Massachusetts	$84.2M	+$1.23M	11	0.2%	Increased
84	Barclays London, United Kingdom	$83.4M	+$61.5M	12	0.09%	Increased
85	Kayne Anderson Rudnick Investment Management Los Angeles, California	$82.6M	+$310K	2	0.9%	Increased
86	American Securities New York	$81.6M	-$86.7M	1	4.47%	Reduced
87	MVIP Mar Vista Investment Partners Los Angeles, California	$81.5M	+$79.2M	1	3.4%	New
88	Axa Paris, France	$80.7M	-$3.26M	1	0.36%	Reduced
89	Mairs & Power Inc St Paul, Minnesota	$79.5M	+$2M	2	0.97%	Increased
90	Silvercrest Asset Management New York	$76.8M	-$864K	4	0.82%	Reduced
91	NSCM New South Capital Management Memphis, Tennessee	$75.4M	-$4.43M	1	1.75%	Reduced
92	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$75M	+$1.34M	3	0.15%	Increased
93	PGGM Investments Zeist, Netherlands	$74.1M	-$2.27M	2	0.38%	Reduced
94	Stockbridge Partners Boston, Massachusetts	$73M	+$5.99M	1	3.44%	Increased
95	John W. Bristol & Co New York	$72.8M	-$3.01M	1	2%	Reduced
96	Prudential Financial Newark, New Jersey	$71.8M	-$40.8M	7	0.11%	Reduced
97	Segall Bryant & Hamill Chicago, Illinois	$71.5M	-$101K	2	1.73%	Reduced
98	SCM Shapiro Capital Management Atlanta, Georgia	$69.9M	-$35.5M	1	1.67%	Reduced
99	AMF Tjänstepension Stockholm, Sweden	$68.6M	-$1.1M	2	0.78%	Reduced
100	GTP Global Thematic Partners New York	$67.3M	-$2.83M	1	2.3%	Reduced