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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	Ninety One (UK) London, United Kingdom	$266M	+$62.4M	1	0.71%	Increased
77	Massachusetts Financial Services Boston, Massachusetts	$257M	+$25.7M	3	0.08%	Increased
78	DZ Bank Frankfurt Am Main, Germany	$254M	-$141M	4	0.26%	Reduced
79	Macquarie Group Sydney, NSW 2000, Australia	$254M	-$13.6M	5	0.31%	Reduced
80	ABN AMRO Bank Amsterdam, Netherlands	$253M	+$6.1M	2	3.42%	Increased
81	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$233M	-$5.99M	10	0.2%	Reduced
82	CI Investments Inc Toronto, Ontario, Canada	$232M	+$38.1M	7	0.87%	Increased
83	Voloridge Investment Management Jupiter, Florida	$227M	+$155M	7	0.8%	Increased
84	Third Point New York	$220M	-$134M	1	2.96%	Reduced
85	D.E. Shaw & Co New York	$218M	+$118M	9	0.16%	Increased
86	SEI Investments Oaks, Pennsylvania	$211M	+$3.34M	9	0.27%	Increased
87	GAMCO Investors Greenwich, Connecticut	$210M	-$3.11M	7	2.2%	Reduced
88	Aberdeen Group Edinburgh, United Kingdom	$207M	-$14M	4	0.39%	Reduced
89	CIP Champlain Investment Partners Burlington, Vermont	$205M	+$14.2M	1	1.3%	Increased
90	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$199M	-$1.09M	12	0.23%	Reduced
91	Renaissance Technologies New York	$198M	+$40.7M	11	0.29%	Increased
92	Bank Julius Baer & Co Zurich, Switzerland	$198M	+$43.3M	5	0.61%	Increased
93	AQR Capital Management Greenwich, Connecticut	$196M	-$29.5M	11	0.25%	Reduced
94	Fidelity International Hamilton, Bermuda	$196M	+$8.55M	4	0.18%	Increased
95	Axa Paris, France	$196M	+$2.57M	5	0.59%	Increased
96	Robeco Schweiz Zurich, Switzerland	$195M	-$11.3M	4	4.18%	Reduced
97	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$192M	+$2.91M	3	0.18%	Increased
98	National Bank of Canada Montreal, Quebec, Canada	$190M	+$127M	9	0.2%	Increased
99	BNP Paribas Asset Management Paris, France	$190M	+$22.1M	5	0.47%	Increased
100	Qube Research & Technologies (QRT) London, United Kingdom	$187M	+$17.6M	9	0.24%	Increased