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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	HCM Hahn Capital Management Walnut Creek, California	$68.6M	+$20M	2	5.98%	Increased
102	Gotham Asset Management New York	$68.3M	-$56.5M	5	0.52%	Reduced
103	Morgan Stanley New York	$67.6M	-$29.9M	11	0.02%	Reduced
104	Eaton Vance Management Boston, Massachusetts	$67.4M	+$6.23M	3	0.2%	Increased
105	Swiss National Bank Zurich, Switzerland	$67.1M	+$24.3M	10	0.18%	Increased
106	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$66.6M	-$27.5K	1	1.9%	Reduced
107	Madison Investment Holdings Madison, Wisconsin	$65.8M	+$6.82M	1	1.29%	Increased
108	American Century Companies Kansas City, Missouri	$65.4M	-$12.4M	3	0.07%	Reduced
109	VFA Virtus Fund Advisers Hartford, Connecticut	$65M	+$9.78M	3	0.49%	Increased
110	BAMCO Inc New York	$64.2M	-$148K	2	0.25%	Reduced
111	JIR James Investment Research Alpha, Ohio	$63.8M	-$1.33M	1	1.5%	Reduced
112	Kayne Anderson Rudnick Investment Management Los Angeles, California	$62.7M	-$1.71M	2	0.97%	Reduced
113	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$62.7M	+$1.7M	4	0.15%	Increased
114	Amundi Asset Management US Boston, Massachusetts	$62.4M	+$335K	3	0.22%	Increased
115	Frontier Capital Management Boston, Massachusetts	$62M	+$3.73M	1	0.45%	Increased
116	CHAM Clear Harbor Asset Management Stamford, Connecticut	$61.1M	-$31.7K	2	11.76%	Reduced
117	APG Asset Management Amsterdam, Netherlands	$60.9M	+$3.16M	4	0.13%	Increased
118	NSCM New South Capital Management Memphis, Tennessee	$60.3M	+$19.9M	1	1.52%	Increased
119	NI Nuance Investments Kansas City, Missouri	$58.5M	+$1.24M	1	5.85%	Increased
120	Robeco Schweiz Zurich, Switzerland	$56.5M	+$18.7M	2	4.44%	Increased
121	TD Asset Management Toronto, Ontario, Canada	$56.4M	+$771K	5	0.1%	Increased
122	New York State Teachers Retirement System (NYSTRS) Albany, New York	$54.7M	-$747K	5	0.14%	Reduced
123	RhumbLine Advisers Boston, Massachusetts	$53.1M	+$316K	11	0.15%	Increased
124	Parametric Portfolio Associates Seattle, Washington	$52M	-$2.76M	10	0.1%	Reduced
125	Janus Henderson Group London,	$51M	-$3.86M	4	0.39%	Reduced