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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	TD Asset Management Toronto, Ontario, Canada	$47.3M	+$2.88M	4	0.08%	Increased
127	BAMCO Inc New York	$46M	-$163K	1	0.18%	Reduced
128	Allstate Corporation Northbrook, Illinois	$45.8M	+$16.1M	2	1.24%	Increased
129	UBS Zurich, Switzerland	$45.6M	+$4.91M	10	0.04%	Increased
130	Silvercrest Asset Management New York	$45M	+$4.83M	2	0.67%	Increased
131	NSCM New South Capital Management Memphis, Tennessee	$44.8M	-$463K	1	1.39%	Reduced
132	Public Employees Retirement Association of Colorado Denver, Colorado	$44.4M	-$106K	9	0.37%	Reduced
133	Royal Bank of Canada Toronto, Ontario, Canada	$43.5M	-$907K	10	0.03%	Reduced
134	Robeco Schweiz Zurich, Switzerland	$43.1M	+$7.71M	3	3.51%	Increased
135	GC GW Capital Bellevue, Washington	$42.4M	+$1.56M	1	1.63%	Increased
136	Boston Trust Walden Boston, Massachusetts	$41.9M	+$427K	1	0.61%	Increased
137	HCM Hahn Capital Management Walnut Creek, California	$41.1M	-$28.7K	2	5.42%	Reduced
138	Two Sigma Investments New York	$40.7M	+$10.6M	5	0.18%	Increased
139	KBC Group Brussels, Belgium	$38.2M	+$18.7M	8	0.44%	Increased
140	OppenheimerFunds New York	$37.9M	+$8.42M	2	0.04%	Increased
141	Swiss National Bank Zurich, Switzerland	$37.4M	+$3.57M	9	0.14%	Increased
142	Nuveen Charlotte, North Carolina	$37.1M	-$17.4M	4	0.23%	Reduced
143	HI Honeywell International Charlotte, North Carolina	$37M	$0	1	0.85%	Maintained
144	Calamos Advisors Naperville, Illinois	$36.5M	-$3.03M	2	0.23%	Reduced
145	Russell Frank Company Seattle, Washington	$35.7M	-$9.35M	7	0.06%	Reduced
146	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$35.5M	+$2.07M	10	0.05%	Increased
147	Ninety One (UK) London, United Kingdom	$35.1M	+$33.6M	1	0.2%	New
148	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$35M	+$263K	1	4.45%	Increased
149	Chevy Chase Trust Bethesda, Maryland	$34.9M	+$2.48M	4	0.24%	Increased
150	Janus Henderson Group London,	$34.6M	+$150K	4	0.32%	Increased