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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
126	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$44.7M	-$1.91M	5	0.31%	Reduced
127	HCM Hahn Capital Management Walnut Creek, California	$44.4M	-$3.16M	2	6.16%	Reduced
128	AL AJO LP Philadelphia, Pennsylvania	$44.4M	+$37.5M	2	0.19%	Increased
129	Citadel Advisors Miami, Florida	$44.3M	-$18.1M	8	0.06%	Reduced
130	BAMCO Inc New York	$43.9M	-$5.54M	1	0.18%	Reduced
131	Mairs & Power Inc St Paul, Minnesota	$43.3M	+$1.05M	1	0.67%	Increased
132	Scout Investments Kansas City, Missouri	$42.7M	+$654K	2	0.49%	Increased
133	PCP P2 Capital Partners New York	$42.6M	$0	1	5.76%	Maintained
134	Public Employees Retirement Association of Colorado Denver, Colorado	$42.3M	-$3.21M	9	0.36%	Reduced
135	TD Asset Management Toronto, Ontario, Canada	$42.3M	+$428K	4	0.08%	Increased
136	Robeco Schweiz Zurich, Switzerland	$41.5M	-$4.96M	2	3.67%	Reduced
137	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$41.5M	-$1.43M	1	5.04%	Reduced
138	NSCM New South Capital Management Memphis, Tennessee	$41.5M	+$3.37M	1	1.45%	Increased
139	JIR James Investment Research Alpha, Ohio	$41.2M	+$13.7M	2	1.29%	Increased
140	HI Honeywell International Charlotte, North Carolina	$40.9M	+$6.37M	1	0.98%	Increased
141	PNC Financial Services Group Pittsburgh, Pennsylvania	$40.8M	-$65.4M	9	0.05%	Reduced
142	Victory Capital Management San Antonio, Texas	$40.7M	-$1.11M	2	0.29%	Reduced
143	Credit Agricole Montrouge Cedex, France	$39.9M	+$1.31M	6	0.16%	Increased
144	MSA Mason Street Advisors Milwaukee, Wisconsin	$39.7M	+$5.26M	6	0.32%	Increased
145	Barclays London, United Kingdom	$38.8M	+$1.59M	10	0.04%	Increased
146	APG Asset Management Amsterdam, Netherlands	$38.7M	-$747K	3	0.11%	Reduced
147	State of Wisconsin Investment Board Madison, Wisconsin	$37.4M	-$634K	5	0.14%	Reduced
148	UBS Zurich, Switzerland	$37.4M	+$1.33M	10	0.03%	Increased
149	ArrowMark Colorado Holdings Denver, Colorado	$37.1M	-$11.9M	1	1.15%	Reduced
150	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$37M	-$1.6M	1	2.35%	Reduced