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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	Eaton Vance Management Boston, Massachusetts	$132M	-$3.79M	8	0.2%	Reduced
102	Putnam Investments Boston, Massachusetts	$126M	-$3.14M	4	0.24%	Reduced
103	Sands Capital Management Arlington, Virginia	$126M	+$16.4M	1	0.47%	Increased
104	Kayne Anderson Rudnick Investment Management Los Angeles, California	$126M	-$3.94M	2	0.42%	Reduced
105	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$120M	+$2.35M	3	0.25%	Increased
106	NI Nuance Investments Kansas City, Missouri	$117M	-$745K	1	2.61%	Reduced
107	Raymond James & Associates St Petersburg, Florida	$116M	-$81.7M	9	0.12%	Reduced
108	Williams Jones Wealth Management New York	$114M	-$836K	3	1.98%	Reduced
109	VOYA Investment Management Atlanta, Georgia	$113M	-$19M	10	0.14%	Reduced
110	Thrivent Financial for Lutherans Minneapolis, Minnesota	$111M	-$719K	7	0.31%	Reduced
111	Beck Mack & Oliver New York	$111M	-$7.73M	2	3.59%	Reduced
112	Man Group London, United Kingdom	$111M	+$115M	6	0.51%	New
113	Empyrean Capital Partners Los Angeles, California	$109M	$0	1	3.4%	Maintained
114	BNP Paribas Asset Management Paris, France	$107M	+$7.08M	3	0.42%	Increased
115	Fidelity International Hamilton, Bermuda	$106M	-$81.9M	2	0.14%	Reduced
116	BAMCO Inc New York	$104M	+$602K	1	0.34%	Increased
117	JP Morgan Private Wealth Advisors San Francisco, California	$104M	-$3.3M	5	0.27%	Reduced
118	Bank of Montreal Toronto, Ontario, Canada	$103M	-$1.58M	9	0.04%	Reduced
119	Liontrust Investment Partners London, United Kingdom	$102M	+$76.3M	3	1.64%	Increased
120	UBS Group Zurich, Switzerland	$99.8M	-$18.8M	11	0.04%	Reduced
121	DekaBank Deutsche Girozentrale Frankfurt, Germany	$99.7M	-$11.2M	8	0.29%	Reduced
122	DZ Bank Frankfurt Am Main, Germany	$98.1M	+$5.7M	3	0.18%	Increased
123	Eventide Asset Management Boston, Massachusetts	$97.4M	+$8.79M	2	1.92%	Increased
124	D.E. Shaw & Co New York	$97.1M	+$28.8M	10	0.12%	Increased
125	AGF Investments Inc Toronto, Ontario, Canada	$97M	+$2.45M	4	0.92%	Increased