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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	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$67.2M	+$21.9M	12	0.09%	Increased
102	Asset Management One Tokyo, Japan	$66.7M	+$2.12M	3	0.18%	Increased
103	Credit Agricole Montrouge Cedex, France	$66.1M	-$7.89M	7	0.2%	Reduced
104	Two Sigma Advisers New York	$65.9M	+$28.9M	9	0.22%	Increased
105	New York State Teachers Retirement System (NYSTRS) Albany, New York	$65.1M	-$911K	5	0.17%	Reduced
106	Janus Henderson Group London,	$65M	-$1.26M	3	0.46%	Reduced
107	Panagora Asset Management Boston, Massachusetts	$64.9M	-$4.19M	6	0.27%	Reduced
108	Amundi Asset Management US Boston, Massachusetts	$64.2M	+$240K	3	0.22%	Increased
109	BNP Paribas Financial Markets Paris, France	$63.3M	+$29.2M	12	0.17%	Increased
110	State Board of Administration of Florida Retirement System Tallahassee, Florida	$62.3M	-$509K	9	0.18%	Reduced
111	Citigroup New York	$61.4M	+$21.1M	11	0.05%	Increased
112	Homestead Advisers Arlington, Virginia	$60.4M	-$22.7M	2	0.96%	Reduced
113	PAR Capital Management Boston, Massachusetts	$59.9M	+$3.34M	1	0.73%	Increased
114	CHAM Clear Harbor Asset Management Stamford, Connecticut	$58.8M	-$807K	1	11.88%	Reduced
115	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$56M	+$3.04K	7	0.31%	Increased
116	DAC Dividend Assets Capital Ridgeland, South Carolina	$55.7M	-$16.9M	1	2.03%	Reduced
117	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$55.1M	+$52.8M	1	3.22%	New
118	Sterling Capital Management Charlotte, North Carolina	$54.9M	-$3.83M	4	0.52%	Reduced
119	Epoch Investment Partners New York	$54.7M	+$17.5M	1	0.18%	Increased
120	Kornitzer Capital Management Shawnee Mission, Kansas	$54.2M	+$27.1M	3	0.97%	Increased
121	1WCM 12 West Capital Management New York	$53.7M	-$29.1M	1	10.69%	Reduced
122	HCM Hahn Capital Management Walnut Creek, California	$53.7M	-$1.32M	2	5.16%	Reduced
123	TD Asset Management Toronto, Ontario, Canada	$53.4M	+$2.81M	5	0.09%	Increased
124	OppenheimerFunds New York	$52.9M	-$41.4M	7	0.06%	Reduced
125	BAMCO Inc New York	$52.4M	$0	1	0.28%	Maintained