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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	Kayne Anderson Rudnick Investment Management Los Angeles, California	$142M	-$10.1M	3	0.42%	Reduced
102	Lord, Abbett & Co Jersey City, New Jersey	$139M	+$30.4M	1	0.5%	Increased
103	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$139M	-$38.9M	4	0.22%	Reduced
104	Artemis Investment Management Edinburgh, United Kingdom	$138M	-$4.87M	1	1.69%	Reduced
105	Bank of Montreal Toronto, Ontario, Canada	$136M	+$17M	9	0.05%	Increased
106	Eventide Asset Management Boston, Massachusetts	$135M	+$12.4M	1	2.48%	Increased
107	Raymond James & Associates St Petersburg, Florida	$134M	-$5.15M	9	0.12%	Reduced
108	Natixis Advisors Boston, Massachusetts	$133M	-$142K	7	0.46%	Reduced
109	Williams Jones Wealth Management New York	$130M	-$6.22M	3	2.04%	Reduced
110	UBS Group Zurich, Switzerland	$129M	-$49.5M	11	0.05%	Reduced
111	BAMCO Inc New York	$125M	-$636K	1	0.38%	Reduced
112	CIBC Private Wealth Group Atlanta, Georgia	$124M	-$3.72M	4	0.27%	Reduced
113	Axa Paris, France	$124M	-$28.2M	4	0.43%	Reduced
114	Stockbridge Partners Boston, Massachusetts	$124M	$0	1	2.86%	Maintained
115	BNP Paribas Asset Management Paris, France	$123M	+$15.7M	5	0.43%	Increased
116	Liontrust Investment Partners London, United Kingdom	$123M	+$50.5M	3	1.8%	Increased
117	Wellington Management Group Boston, Massachusetts	$123M	-$12.3M	8	0.02%	Reduced
118	JP Morgan Private Wealth Advisors San Francisco, California	$123M	-$638K	5	0.26%	Reduced
119	ESCM Echo Street Capital Management New York	$120M	+$18.6M	3	1.08%	Increased
120	VanEck Associates New York	$120M	+$101M	6	0.27%	Increased
121	APG Asset Management Amsterdam, Netherlands	$115M	+$3.15M	4	0.24%	Increased
122	Fidelity International Hamilton, Bermuda	$115M	+$69M	3	0.13%	Increased
123	Kovitz Investment Group Partners Chicago, Illinois	$114M	+$46M	1	1.98%	Increased
124	CI Investments Inc Toronto, Ontario, Canada	$114M	+$22M	6	0.57%	Increased
125	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$113M	+$34.5M	5	0.28%	Increased