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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
101	New York State Teachers Retirement System (NYSTRS) Albany, New York	$53M	+$52.6M	5	0.15%	New
102	WBC Westpac Banking Corp Sydney, Australia	$52.7M	+$68.9M	4	0.8%	New
103	Kayne Anderson Rudnick Investment Management Los Angeles, California	$52.1M	+$52.8M	2	1.06%	New
104	State Board of Administration of Florida Retirement System Tallahassee, Florida	$51.5M	+$50.8M	10	0.17%	New
105	Scout Investments Kansas City, Missouri	$50.7M	+$48.6M	2	0.59%	New
106	Appaloosa Management Miami Beach, Florida	$49.8M	+$47.8M	1	0.72%	New
107	Madison Investment Holdings Madison, Wisconsin	$49.8M	+$48.6M	2	1.09%	New
108	BC BHR Capital New York	$49.7M	+$49M	1	5%	New
109	MTB Mizuho Trust & Banking Tokyo, Japan	$49.3M	+$49.4M	3	0.21%	New
110	Northern Trust Company of Connecticut Stamford, Connecticut	$49.1M	+$48.2M	5	0.33%	New
111	Frontier Capital Management Boston, Massachusetts	$49M	+$47.7M	1	0.41%	New
112	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$49M	+$48.6M	3	0.14%	New
113	PTC Provident Trust Company Waukesha, Wisconsin	$48.6M	+$47.3M	1	3.83%	New
114	RhumbLine Advisers Boston, Massachusetts	$48.3M	+$47.8M	10	0.16%	New
115	Riverbridge Partners Minneapolis, Minnesota	$47.7M	+$47M	1	1.19%	New
116	CHAM Clear Harbor Asset Management Stamford, Connecticut	$47.2M	+$46.6M	1	14%	New
117	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$46.7M	+$47.3M	3	5.87%	New
118	Burgundy Asset Management Toronto, Ontario, Canada	$46.6M	+$45.4M	1	0.79%	New
119	Nuveen Charlotte, North Carolina	$46.2M	+$46.2M	4	0.31%	New
120	R.M. Davis Inc Portland, Maine	$44.7M	+$45M	2	3.19%	New
121	BAMCO Inc New York	$44.6M	+$44M	1	0.23%	New
122	VanEck Associates New York	$43M	+$41.9M	1	0.23%	New
123	PointState Capital New York	$41.8M	+$39M	1	0.72%	New
124	VBCP Vollero Beach Capital Partners New York	$41.1M	+$38.3M	1	3.97%	New
125	Calamos Advisors Naperville, Illinois	$40.7M	+$39.7M	2	0.27%	New