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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	Williams Jones Wealth Management New York	$172M	-$7.97M	2	2.2%	Reduced
102	CCLA Investment Management London, United Kingdom	$171M	+$2.17M	1	3.03%	Increased
103	Russell Investments Group London, United Kingdom	$171M	-$263K	12	0.23%	Reduced
104	Natixis Advisors Boston, Massachusetts	$170M	+$48.1M	8	0.31%	Increased
105	Third Point New York	$169M	-$32.5M	1	2.58%	Reduced
106	Fidelity International Hamilton, Bermuda	$168M	-$20.1M	5	0.16%	Reduced
107	New York State Common Retirement Fund Albany, New York	$167M	+$4.59M	12	0.25%	Increased
108	DZ Bank Frankfurt Am Main, Germany	$166M	-$98.2M	4	0.19%	Reduced
109	Rathbones Group Liverpool, United Kingdom	$165M	+$19.2M	4	0.8%	Increased
110	Welch & Forbes Boston, Massachusetts	$162M	+$2.6M	2	2.12%	Increased
111	Qube Research & Technologies (QRT) London, United Kingdom	$160M	-$31.1M	10	0.19%	Reduced
112	TD Asset Management Toronto, Ontario, Canada	$159M	+$2.76M	6	0.15%	Increased
113	Kovitz Investment Group Partners Chicago, Illinois	$153M	+$5.26M	5	0.77%	Increased
114	Fuller & Thaler Asset Management San Mateo, California	$152M	+$53.2M	3	0.59%	Increased
115	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$152M	-$158M	1	0.55%	Reduced
116	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$152M	-$9.87M	6	0.4%	Reduced
117	Axa Paris, France	$145M	-$61.2M	5	0.48%	Reduced
118	Parnassus Investments San Francisco, California	$143M	-$48.5M	2	0.34%	Reduced
119	Marshall Wace London, United Kingdom	$143M	-$4.33M	8	0.18%	Reduced
120	Ruane, Cunniff & Goldfarb New York	$142M	-$4.44M	1	2.58%	Reduced
121	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$142M	-$10.6M	6	0.14%	Reduced
122	Aberdeen Group Edinburgh, United Kingdom	$141M	-$68.2M	6	0.28%	Reduced
123	EARNEST Partners Atlanta, Georgia	$138M	-$3.25M	1	0.66%	Reduced
124	Kayne Anderson Rudnick Investment Management Los Angeles, California	$138M	-$1.37M	5	0.34%	Reduced
125	Jacobs Levy Equity Management Florham Park, New Jersey	$136M	+$44.7M	5	0.54%	Increased