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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	Congress Asset Management Boston, Massachusetts	$130M	+$2.94M	3	1.98%	Increased
77	MVIP Mar Vista Investment Partners Los Angeles, California	$124M	-$10.1M	1	3.76%	Reduced
78	ProShare Advisors Bethesda, Maryland	$120M	-$30.6M	6	0.86%	Reduced
79	Stockbridge Partners Boston, Massachusetts	$120M	$0	1	4.77%	Maintained
80	Eventide Asset Management Boston, Massachusetts	$118M	+$252K	2	3.83%	Increased
81	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$114M	+$103K	12	0.25%	Increased
82	BAMCO Inc New York	$114M	-$11.9M	2	0.56%	Reduced
83	Chevy Chase Trust Bethesda, Maryland	$112M	+$2.11M	3	0.52%	Increased
84	Bessemer Group Woodbridge, New Jersey	$111M	+$1.47M	5	0.45%	Increased
85	EARNEST Partners Atlanta, Georgia	$109M	+$3M	5	1.23%	Increased
86	ACM Atlanta Capital Management Atlanta, Georgia	$106M	+$9.32M	1	0.56%	Increased
87	Vaughan Nelson Investment Management Houston, Texas	$105M	-$2.02M	2	1.79%	Reduced
88	KBC Group Brussels, Belgium	$99M	-$3.98M	9	0.83%	Reduced
89	Segall Bryant & Hamill Chicago, Illinois	$98.5M	-$1.4M	3	2%	Reduced
90	Millennium Management New York	$98.5M	-$3.89M	10	0.22%	Reduced
91	Axa Paris, France	$96.5M	-$3.58M	3	0.48%	Reduced
92	Eaton Vance Management Boston, Massachusetts	$96.3M	-$9.25M	5	0.23%	Reduced
93	John W. Bristol & Co New York	$96M	+$14.8M	1	2.99%	Increased
94	STRS Ohio Columbus, Ohio	$93.1M	-$896K	9	0.49%	Reduced
95	Kayne Anderson Rudnick Investment Management Los Angeles, California	$92.6M	+$3.63M	2	0.53%	Increased
96	USS Investment Management London, United Kingdom	$91.2M	-$39.1M	2	1.24%	Reduced
97	SCM Suvretta Capital Management New York	$87.8M	+$11.4M	1	2.37%	Increased
98	Flossbach Von Storch Cologne, Germany	$87.1M	+$12.1M	1	0.59%	Increased
99	TCW Group Los Angeles, California	$86.6M	-$1.2M	3	1.2%	Reduced
100	Third Point New York	$85.7M	+$97.4M	1	1.37%	New