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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	D.E. Shaw & Co New York	$240M	+$15M	11	0.21%	Increased
77	Citigroup New York	$233M	+$79.3M	12	0.12%	Increased
78	KBC Group Brussels, Belgium	$231M	-$76.7M	10	0.72%	Reduced
79	SEI Investments Oaks, Pennsylvania	$229M	+$15.1M	10	0.29%	Increased
80	Macquarie Group Sydney, NSW 2000, Australia	$223M	-$16.3M	5	0.28%	Reduced
81	Bank of Montreal Toronto, Ontario, Canada	$220M	-$75.8M	9	0.11%	Reduced
82	GAMCO Investors Greenwich, Connecticut	$215M	-$4.19M	7	2.37%	Reduced
83	Vontobel Holding Zurich, Switzerland	$214M	+$45.5M	7	0.78%	Increased
84	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$208M	-$405K	12	0.26%	Reduced
85	AQR Capital Management Greenwich, Connecticut	$205M	+$10.5M	11	0.21%	Increased
86	ABN AMRO Bank Amsterdam, Netherlands	$203M	-$61.4M	2	2.8%	Reduced
87	Two Sigma Investments New York	$201M	+$113M	8	0.43%	Increased
88	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$200M	-$9.08M	3	0.19%	Reduced
89	CI Investments Inc Toronto, Ontario, Canada	$193M	-$23.7M	7	0.81%	Reduced
90	CIP Champlain Investment Partners Burlington, Vermont	$192M	-$19.8M	1	1.39%	Reduced
91	Sands Capital Management Arlington, Virginia	$192M	+$84.2K	1	0.65%	Increased
92	Robeco Schweiz Zurich, Switzerland	$192M	-$9.31M	4	4.71%	Reduced
93	Gabelli Funds Rye, New York	$185M	-$3.39M	8	1.41%	Reduced
94	BAMCO Inc New York	$183M	+$36M	2	0.54%	Increased
95	BNP Paribas Asset Management Paris, France	$183M	-$17.4M	4	0.49%	Reduced
96	Storebrand Asset Management Lysaker, Norway	$182M	-$2.88M	7	0.59%	Reduced
97	Renaissance Technologies New York	$181M	-$3.64M	8	0.27%	Reduced
98	Flossbach Von Storch Cologne, Germany	$177M	+$16.5M	1	0.77%	Increased
99	Arrowstreet Capital Boston, Massachusetts	$176M	+$102M	7	0.14%	Increased
100	Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$175M	-$10.9M	10	0.35%	Reduced