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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	Citigroup New York	$106M	-$7.36M	12	0.07%	Reduced
102	Envestnet Asset Management Chicago, Illinois	$105M	+$3.64M	8	0.09%	Increased
103	TCW Group Los Angeles, California	$103M	-$2M	3	1.13%	Reduced
104	State Board of Administration of Florida Retirement System Tallahassee, Florida	$102M	+$96K	10	0.23%	Increased
105	KeyBank National Association Cleveland, Ohio	$101M	+$514K	4	0.55%	Increased
106	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$101M	$0	3	0.26%	Maintained
107	Mackenzie Financial Toronto Ontario, Ontario, Canada	$100M	+$37.8M	2	0.25%	Increased
108	Eventide Asset Management Boston, Massachusetts	$100M	+$8.65M	1	1.96%	Increased
109	D.E. Shaw & Co New York	$100M	+$24M	10	0.1%	Increased
110	STRS Ohio Columbus, Ohio	$98.3M	-$21.2M	8	0.41%	Reduced
111	Raymond James & Associates St Petersburg, Florida	$98.2M	-$879K	8	0.12%	Reduced
112	Korea Investment Corp Seoul, South Korea	$96.2M	-$18.9M	3	0.34%	Reduced
113	Williams Jones Wealth Management New York	$95.2M	+$16M	3	1.76%	Increased
114	USS Investment Management London, United Kingdom	$94.5M	+$380K	4	0.91%	Increased
115	Empyrean Capital Partners Los Angeles, California	$94.3M	-$872K	1	3.8%	Reduced
116	CHAM Clear Harbor Asset Management Stamford, Connecticut	$93.6M	-$743K	2	15.99%	Reduced
117	New York State Teachers Retirement System (NYSTRS) Albany, New York	$92M	-$2.97M	6	0.22%	Reduced
118	TD Asset Management Toronto, Ontario, Canada	$91.8M	+$4.33M	6	0.13%	Increased
119	MVIP Mar Vista Investment Partners Los Angeles, California	$91.7M	-$55M	1	2.4%	Reduced
120	JP Morgan Private Wealth Advisors San Francisco, California	$90.1M	+$4.86M	5	0.35%	Increased
121	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$89.2M	+$1.21M	2	1.12%	Increased
122	Robeco Schweiz Zurich, Switzerland	$88.5M	-$9.43M	4	2.62%	Reduced
123	NI Nuance Investments Kansas City, Missouri	$88.3M	+$8.72M	2	2.07%	Increased
124	HSBC Holdings London, United Kingdom	$84.9M	+$6.11M	7	0.14%	Increased
125	Congress Asset Management Boston, Massachusetts	$82.7M	+$292K	3	0.9%	Increased