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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	$139M	+$5.46M	7	0.62%	Increased
77	BP Berkshire Partners Boston, Massachusetts	$136M	$0	1	14.53%	Maintained
78	USS Investment Management London, United Kingdom	$133M	+$6.86M	1	1.47%	Increased
79	Marshall Wace North America New York	$131M	+$37.6M	4	0.66%	Increased
80	KBC Group Brussels, Belgium	$128M	+$6.28M	10	1.19%	Increased
81	VOYA Investment Management Atlanta, Georgia	$125M	+$826K	10	0.27%	Increased
82	Schroder Investment Management Group London, United Kingdom	$125M	+$19M	4	0.22%	Increased
83	Renaissance Technologies New York	$119M	+$43.3M	8	0.13%	Increased
84	Russell Investments Group London, United Kingdom	$116M	-$43.6M	10	0.2%	Reduced
85	RhumbLine Advisers Boston, Massachusetts	$116M	+$3.26M	11	0.24%	Increased
86	Credit Suisse Zurich, Switzerland	$113M	+$13.7M	12	0.11%	Increased
87	Kayne Anderson Rudnick Investment Management Los Angeles, California	$110M	+$1.11M	2	0.82%	Increased
88	Beck Mack & Oliver New York	$107M	-$1.24M	1	3.61%	Reduced
89	NSCM New South Capital Management Memphis, Tennessee	$103M	-$8.51M	1	2.59%	Reduced
90	Asset Management One Tokyo, Japan	$102M	+$3.8M	5	0.23%	Increased
91	Axa Paris, France	$102M	-$6.09M	1	0.41%	Reduced
92	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$102M	-$3.16M	12	0.22%	Reduced
93	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$101M	+$1.29M	3	0.18%	Increased
94	Fidelity International Hamilton, Bermuda	$101M	-$44.5M	3	0.28%	Reduced
95	MVIP Mar Vista Investment Partners Los Angeles, California	$99.5M	-$5.89M	1	3.96%	Reduced
96	William Blair Investment Management Chicago, Illinois	$98.6M	-$3.7M	3	0.38%	Reduced
97	Stockbridge Partners Boston, Massachusetts	$97.3M	$0	1	4.21%	Maintained
98	OppenheimerFunds New York	$96.1M	+$1.32M	6	0.12%	Increased
99	ProShare Advisors Bethesda, Maryland	$93.5M	+$68.2M	8	0.61%	Increased
100	Select Equity Group New York	$89.9M	+$57.5M	1	0.74%	Increased