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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	Storebrand Asset Management Lysaker, Norway	$172M	-$1.84M	7	0.82%	Reduced
102	Sands Capital Management Arlington, Virginia	$171M	-$30.9M	1	0.58%	Reduced
103	EARNEST Partners Atlanta, Georgia	$166M	-$918K	4	0.96%	Reduced
104	Bank of Montreal Toronto, Ontario, Canada	$163M	+$7.51M	9	0.06%	Increased
105	APG Asset Management Amsterdam, Netherlands	$160M	-$3.99M	3	0.33%	Reduced
106	ESCM Echo Street Capital Management New York	$158M	+$31.3M	2	1.48%	Increased
107	VanEck Associates New York	$156M	+$15.5M	6	0.34%	Increased
108	Natixis Advisors Boston, Massachusetts	$156M	+$3.18M	7	0.48%	Increased
109	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$155M	+$1.81M	3	0.25%	Increased
110	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$155M	-$12.9M	5	0.39%	Reduced
111	Kayne Anderson Rudnick Investment Management Los Angeles, California	$155M	-$4.78M	3	0.44%	Reduced
112	Susquehanna International Group Bala Cynwyd, Pennsylvania	$154M	+$94.4M	10	0.03%	Increased
113	NI Nuance Investments Kansas City, Missouri	$154M	-$6.38M	1	3.77%	Reduced
114	Jane Street New York	$151M	+$99.8M	9	0.05%	Increased
115	Raymond James & Associates St Petersburg, Florida	$148M	-$422K	9	0.12%	Reduced
116	Los Angeles Capital Management Los Angeles, California	$144M	-$15.7M	5	0.61%	Reduced
117	Williams Jones Wealth Management New York	$142M	-$10.6M	3	2.18%	Reduced
118	Pacer Advisors Malvern, Pennsylvania	$141M	-$11.2M	6	0.54%	Reduced
119	BNP Paribas Asset Management Paris, France	$140M	+$9.8M	4	0.43%	Increased
120	CI Investments Inc Toronto, Ontario, Canada	$138M	-$1.08M	8	0.77%	Reduced
121	BAMCO Inc New York	$137M	$0	1	0.4%	Maintained
122	Kovitz Investment Group Partners Chicago, Illinois	$135M	-$35M	1	2.42%	Reduced
123	Citigroup New York	$129M	+$22.1M	12	0.1%	Increased
124	BNP Paribas Financial Markets Paris, France	$124M	+$5.4M	10	0.16%	Increased
125	Congress Asset Management Boston, Massachusetts	$123M	+$6.37M	2	1.09%	Increased