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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	Putnam Investments Boston, Massachusetts	$173M	+$8.81M	4	0.25%	Increased
102	AQR Capital Management Greenwich, Connecticut	$169M	+$9.5M	10	0.36%	Increased
103	Envestnet Asset Management Chicago, Illinois	$169M	-$79.4M	9	0.07%	Reduced
104	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$168M	+$29M	5	0.39%	Increased
105	Stockbridge Partners Boston, Massachusetts	$167M	$0	1	3.41%	Maintained
106	Kayne Anderson Rudnick Investment Management Los Angeles, California	$161M	-$3.34M	3	0.45%	Reduced
107	Third Point New York	$161M	+$135M	1	2.36%	Increased
108	Bank of Montreal Toronto, Ontario, Canada	$160M	+$15.2M	9	0.06%	Increased
109	APG Asset Management Amsterdam, Netherlands	$158M	+$35.1M	3	0.32%	Increased
110	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$156M	+$974K	3	0.25%	Increased
111	UniSuper Management Melbourne, Victoria, Australia	$156M	+$138M	7	1.77%	New
112	Natixis Advisors Boston, Massachusetts	$153M	+$5.05M	7	0.47%	Increased
113	Raymond James & Associates St Petersburg, Florida	$152M	+$4.32M	9	0.12%	Increased
114	BNP Paribas Asset Management Paris, France	$151M	+$16.6M	4	0.47%	Increased
115	Williams Jones Wealth Management New York	$150M	+$8.71M	3	2.24%	Increased
116	Kovitz Investment Group Partners Chicago, Illinois	$149M	+$32.6M	1	2.19%	Increased
117	Pacer Advisors Malvern, Pennsylvania	$146M	-$40.6M	7	0.59%	Reduced
118	Liontrust Investment Partners London, United Kingdom	$144M	-$13.7M	3	2.07%	Reduced
119	VanEck Associates New York	$140M	+$8.14M	6	0.31%	Increased
120	Point72 Asset Management Stamford, Connecticut	$138M	+$52.2M	4	0.41%	Increased
121	BAMCO Inc New York	$136M	-$488K	1	0.38%	Reduced
122	Brown Advisory Baltimore, Maryland	$136M	-$175M	5	0.21%	Reduced
123	CIP Champlain Investment Partners Burlington, Vermont	$132M	+$69.3M	1	0.82%	Increased
124	D.E. Shaw & Co New York	$132M	+$6.84M	9	0.13%	Increased
125	BNP Paribas Financial Markets Paris, France	$128M	+$20.8M	10	0.16%	Increased