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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	AC Alleghany Corporation New York	$145M	$0	1	4.33%	Maintained
102	VOYA Investment Management Atlanta, Georgia	$144M	+$7.92M	11	0.28%	Increased
103	Williams Jones Wealth Management New York	$141M	+$8M	3	1.97%	Increased
104	BAMCO Inc New York	$138M	-$117K	1	0.32%	Reduced
105	KeyBank National Association Cleveland, Ohio	$137M	+$1.69M	4	0.6%	Increased
106	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$137M	+$1.06M	3	0.26%	Increased
107	Storebrand Asset Management Lysaker, Norway	$136M	+$10.8M	6	0.66%	Increased
108	Eaton Vance Management Boston, Massachusetts	$136M	-$23.5M	8	0.18%	Reduced
109	JP Morgan Private Wealth Advisors San Francisco, California	$134M	+$19.6M	5	0.35%	Increased
110	Handelsbanken Fonder Stockholm, Sweden	$130M	+$11.2M	7	0.68%	Increased
111	NI Nuance Investments Kansas City, Missouri	$129M	+$1.66M	1	2.3%	Increased
112	STRS Ohio Columbus, Ohio	$128M	-$1.19M	7	0.46%	Reduced
113	USS Investment Management London, United Kingdom	$128M	$0	4	1.01%	Maintained
114	Chevy Chase Trust Bethesda, Maryland	$128M	-$997K	4	0.43%	Reduced
115	US Bancorp Minneapolis, Minnesota	$127M	+$7.87M	12	0.24%	Increased
116	Empyrean Capital Partners Los Angeles, California	$126M	-$15.3M	1	2.88%	Reduced
117	State Board of Administration of Florida Retirement System Tallahassee, Florida	$126M	-$768K	10	0.24%	Reduced
118	D.E. Shaw & Co New York	$122M	-$125M	8	0.11%	Reduced
119	HSBC Holdings London, United Kingdom	$119M	-$13.6M	9	0.13%	Reduced
120	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$119M	+$2.73M	5	1.2%	Increased
121	TD Asset Management Toronto, Ontario, Canada	$118M	+$2.9M	5	0.12%	Increased
122	ESCM Echo Street Capital Management New York	$117M	-$16.5M	2	0.9%	Reduced
123	Citigroup New York	$114M	-$10.8M	12	0.07%	Reduced
124	John W. Bristol & Co New York	$113M	-$1.07M	1	2.07%	Reduced
125	American Century Companies Kansas City, Missouri	$112M	+$84.3M	9	0.08%	Increased