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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	Soroban Capital Partners New York	$219M	+$63.7M	1	1.72%	Increased
77	KBC Group Brussels, Belgium	$216M	-$34.3M	11	0.85%	Reduced
78	Credit Suisse Zurich, Switzerland	$215M	-$28.4M	10	0.18%	Reduced
79	Citadel Advisors Miami, Florida	$215M	+$72.1M	12	0.04%	Increased
80	ProShare Advisors Bethesda, Maryland	$211M	+$26.5M	8	0.45%	Increased
81	Wellington Management Group Boston, Massachusetts	$209M	-$40.8M	9	0.04%	Reduced
82	Millennium Management New York	$204M	+$9.9M	12	0.11%	Increased
83	Boston Partners Boston, Massachusetts	$203M	+$33.9M	2	0.25%	Increased
84	Mackenzie Financial Toronto Ontario, Ontario, Canada	$202M	+$105M	5	0.27%	Increased
85	EARNEST Partners Atlanta, Georgia	$201M	-$5.52M	5	1.19%	Reduced
86	Eaton Vance Management Boston, Massachusetts	$199M	+$64.8M	8	0.23%	Increased
87	Gabelli Funds Rye, New York	$197M	-$6.72M	7	1.3%	Reduced
88	GAMCO Investors Greenwich, Connecticut	$197M	-$1.61M	7	1.78%	Reduced
89	AC Alleghany Corporation New York	$188M	+$39.6M	1	5.92%	Increased
90	VOYA Investment Management Atlanta, Georgia	$187M	+$32.8M	10	0.39%	Increased
91	Segall Bryant & Hamill Chicago, Illinois	$184M	+$14.5M	3	1.76%	Increased
92	Artemis Investment Management Edinburgh, United Kingdom	$184M	+$19M	2	1.47%	Increased
93	RhumbLine Advisers Boston, Massachusetts	$182M	-$914K	11	0.23%	Reduced
94	TD Asset Management Toronto, Ontario, Canada	$176M	-$13.4M	5	0.16%	Reduced
95	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$171M	-$11.7M	11	0.22%	Reduced
96	Sands Capital Management Arlington, Virginia	$169M	-$7.27M	1	0.39%	Reduced
97	Bank Julius Baer & Co Zurich, Switzerland	$168M	+$7.67M	4	1.01%	Increased
98	BNP Paribas Asset Management Paris, France	$162M	+$11.1M	2	0.56%	Increased
99	Kayne Anderson Rudnick Investment Management Los Angeles, California	$158M	-$2.38M	2	0.42%	Reduced
100	Renaissance Technologies New York	$157M	+$34.5M	8	0.18%	Increased