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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	RhumbLine Advisers Boston, Massachusetts	$153M	-$8.45M	12	0.25%	Reduced
77	CIBC Private Wealth Group Atlanta, Georgia	$151M	-$109M	2	0.73%	Reduced
78	Millennium Management New York	$148M	+$26.4M	10	0.2%	Increased
79	KBC Group Brussels, Belgium	$147M	+$34.6M	10	0.97%	Increased
80	Findlay Park Partners London, United Kingdom	$146M	$0	1	1.14%	Maintained
81	MVIP Mar Vista Investment Partners Los Angeles, California	$141M	-$11.7M	1	3.86%	Reduced
82	Chevy Chase Trust Bethesda, Maryland	$134M	-$731K	3	0.55%	Reduced
83	ACM Atlanta Capital Management Atlanta, Georgia	$133M	+$27.2M	1	0.56%	Increased
84	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$132M	-$1.37M	12	0.23%	Reduced
85	ProShare Advisors Bethesda, Maryland	$128M	-$15.4M	9	0.69%	Reduced
86	BAMCO Inc New York	$124M	-$14M	1	0.45%	Reduced
87	Kayne Anderson Rudnick Investment Management Los Angeles, California	$123M	+$10.6M	2	0.51%	Increased
88	EARNEST Partners Atlanta, Georgia	$122M	+$1.01M	5	1.16%	Increased
89	Flossbach Von Storch Cologne, Germany	$120M	+$10.7M	1	0.63%	Increased
90	Segall Bryant & Hamill Chicago, Illinois	$119M	-$3.66M	3	1.99%	Reduced
91	John W. Bristol & Co New York	$117M	-$1.89M	1	2.91%	Reduced
92	STRS Ohio Columbus, Ohio	$115M	+$237K	8	0.5%	Increased
93	AC Alleghany Corporation New York	$115M	-$71.5M	1	9.18%	Reduced
94	Renaissance Technologies New York	$113M	+$24.2M	9	0.1%	Increased
95	Korea Investment Corp Seoul, South Korea	$110M	+$17.2M	3	0.4%	Increased
96	SCM Suvretta Capital Management New York	$103M	+$8.93M	1	2.22%	Increased
97	Axa Paris, France	$102M	-$12M	4	0.4%	Reduced
98	Citigroup New York	$101M	+$34.9M	12	0.08%	Increased
99	Envestnet Asset Management Chicago, Illinois	$95.6M	+$28M	8	0.09%	Increased
100	State Board of Administration of Florida Retirement System Tallahassee, Florida	$94.5M	-$197K	10	0.23%	Reduced