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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	PGGM Investments Zeist, Netherlands	$71.4M	-$12.1M	2	0.37%	Reduced
102	Panagora Asset Management Boston, Massachusetts	$70.4M	-$1.33M	6	0.32%	Reduced
103	Credit Agricole Montrouge Cedex, France	$70.1M	+$7.1M	5	0.23%	Increased
104	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$69M	-$931K	3	0.14%	Reduced
105	John W. Bristol & Co New York	$67.3M	-$2.61M	1	1.89%	Reduced
106	CI Global Investments Oakland, California	$67.2M	-$20.3M	1	1.61%	Reduced
107	AMF Tjänstepension Stockholm, Sweden	$65.5M	-$6.55M	2	0.76%	Reduced
108	DAC Dividend Assets Capital Ridgeland, South Carolina	$64.8M	-$8.89M	1	2.27%	Reduced
109	HSBC Holdings London, United Kingdom	$64M	+$1.78M	9	0.15%	Increased
110	Segall Bryant & Hamill Chicago, Illinois	$63.6M	-$360K	2	1.6%	Reduced
111	Stockbridge Partners Boston, Massachusetts	$63.2M	$0	1	3.07%	Maintained
112	GTP Global Thematic Partners New York	$62.3M	-$3.02M	1	2.09%	Reduced
113	Amundi Asset Management US Boston, Massachusetts	$62.1M	-$2.64M	3	0.22%	Reduced
114	New York State Teachers Retirement System (NYSTRS) Albany, New York	$62M	-$1M	5	0.16%	Reduced
115	Asset Management One Tokyo, Japan	$60.8M	+$52.9M	3	0.16%	Increased
116	Janus Henderson Group London,	$60.8M	-$11.4M	3	0.45%	Reduced
117	Sterling Capital Management Charlotte, North Carolina	$59.4M	-$22.6M	4	0.54%	Reduced
118	State Board of Administration of Florida Retirement System Tallahassee, Florida	$59M	+$139K	9	0.18%	Increased
119	AC Ascend Capital Orinda, California	$56.1M	+$54.9M	1	2.8%	New
120	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$55.7M	-$511K	7	0.31%	Reduced
121	Madison Investment Holdings Madison, Wisconsin	$54.6M	-$4.97M	1	1.06%	Reduced
122	HCM Hahn Capital Management Walnut Creek, California	$53.9M	-$10.9M	2	5.34%	Reduced
123	PAR Capital Management Boston, Massachusetts	$53.4M	+$1.05M	1	0.7%	Increased
124	CHAM Clear Harbor Asset Management Stamford, Connecticut	$52.9M	-$954K	1	11.14%	Reduced
125	Kovitz Investment Group Partners Chicago, Illinois	$51.3M	-$19.4M	1	2.99%	Reduced