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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	Russell Frank Company Seattle, Washington	$45.2M	-$15.8M	8	0.08%	Reduced
127	AQR Capital Management Greenwich, Connecticut	$44.7M	-$5.56M	8	0.13%	Reduced
128	JIR James Investment Research Alpha, Ohio	$44.6M	+$223K	2	1.43%	Increased
129	HCM Hahn Capital Management Walnut Creek, California	$44.4M	+$365K	2	6.08%	Increased
130	Boston Trust Walden Boston, Massachusetts	$43.7M	-$841K	1	0.65%	Reduced
131	Royal Bank of Canada Toronto, Ontario, Canada	$43.3M	-$1.58M	10	0.03%	Reduced
132	PCP P2 Capital Partners New York	$43.1M	$0	1	6.64%	Maintained
133	SCM Shapiro Capital Management Atlanta, Georgia	$42.7M	-$85.2M	1	1.13%	Reduced
134	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$42.7M	-$3.18M	4	0.27%	Reduced
135	Victory Capital Management San Antonio, Texas	$42.6M	-$172K	2	0.29%	Reduced
136	BAMCO Inc New York	$42.2M	-$15.2K	1	0.17%	Reduced
137	NSCM New South Capital Management Memphis, Tennessee	$42.2M	-$1.46M	1	1.36%	Reduced
138	TD Asset Management Toronto, Ontario, Canada	$41.6M	+$487K	4	0.08%	Increased
139	Public Employees Retirement Association of Colorado Denver, Colorado	$41.6M	-$113K	9	0.36%	Reduced
140	Axa Paris, France	$40.1M	+$7.24M	3	0.17%	Increased
141	UBS Zurich, Switzerland	$40M	+$1.95M	10	0.04%	Increased
142	NI Nuance Investments Kansas City, Missouri	$39.4M	+$14M	1	5.48%	Increased
143	APG Asset Management Amsterdam, Netherlands	$38.9M	$0	3	0.1%	Maintained
144	Winton Capital Management London, United Kingdom	$38.6M	+$4.79M	3	0.27%	Increased
145	GC GW Capital Bellevue, Washington	$38M	+$5.43M	1	1.47%	Increased
146	State of Wisconsin Investment Board Madison, Wisconsin	$37.3M	-$154K	5	0.14%	Reduced
147	PNC Financial Services Group Pittsburgh, Pennsylvania	$36.1M	-$5.07M	10	0.05%	Reduced
148	TCP TAMRO Capital Partners Alexandria, Virginia	$36.1M	-$7.44M	1	1.57%	Reduced
149	ESCM Echo Street Capital Management New York	$34.7M	+$593K	1	2.71%	Increased
150	Peconic Partners New York	$34.3M	+$4.71M	1	3.25%	Increased