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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	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$44.2M	-$333K	6	1.44%	Reduced
127	Gotham Asset Management New York	$43.9M	+$20M	3	0.44%	Increased
128	PNC Financial Services Group Pittsburgh, Pennsylvania	$42.1M	+$11M	11	0.05%	Increased
129	HCM Hahn Capital Management Walnut Creek, California	$41.9M	+$3.02M	2	5.28%	Increased
130	Public Employees Retirement Association of Colorado Denver, Colorado	$41.9M	-$1.15M	9	0.36%	Reduced
131	Royal Bank of Canada Toronto, Ontario, Canada	$41.8M	-$111K	11	0.03%	Reduced
132	UBS Zurich, Switzerland	$40.7M	-$2.58M	11	0.03%	Reduced
133	NSCM New South Capital Management Memphis, Tennessee	$40.5M	-$191K	1	1.34%	Reduced
134	DL Delta Lloyd Amsterdam, Netherlands	$40.2M	+$1.82M	4	0.36%	Increased
135	GC GW Capital Bellevue, Washington	$40.1M	+$1.65M	1	1.7%	Increased
136	Fidelity International Hamilton, Bermuda	$39.1M	-$9.78M	2	0.15%	Reduced
137	Robeco Schweiz Zurich, Switzerland	$38.7M	-$702K	2	3.09%	Reduced
138	OppenheimerFunds New York	$37.9M	-$1.11M	2	0.04%	Reduced
139	Chevy Chase Trust Bethesda, Maryland	$37.4M	+$3.42M	4	0.24%	Increased
140	Janus Henderson Group London,	$36.2M	+$3.14M	4	0.34%	Increased
141	Nuveen Charlotte, North Carolina	$36.1M	-$906K	4	0.22%	Reduced
142	Foresters Investment Management New York	$35.3M	+$4.5M	3	0.75%	Increased
143	Swiss National Bank Zurich, Switzerland	$35.3M	-$583K	9	0.14%	Reduced
144	Boston Trust Walden Boston, Massachusetts	$34.9M	-$1.25M	1	0.54%	Reduced
145	AQR Capital Management Greenwich, Connecticut	$34.5M	-$16M	8	0.09%	Reduced
146	Polar Capital London, United Kingdom	$34.1M	+$1.98M	1	0.72%	Increased
147	BlackRock Japan Tokyo, Japan	$34M	+$1.86M	4	0.15%	Increased
148	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$33.6M	-$81.8K	10	0.05%	Reduced
149	Evercore Wealth Management New York	$33.3M	+$156K	4	1.67%	Increased
150	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$31.9M	+$62.6K	1	4.13%	Increased