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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	Two Sigma Investments New York	$50.5M	+$40.7M	5	0.19%	Increased
127	IAMA Impax Asset Management (AIFM) London, United Kingdom	$50.1M	+$3.76M	4	14.58%	Increased
128	PCP P2 Capital Partners New York	$49.9M	$0	1	6.55%	Maintained
129	Flossbach Von Storch Cologne, Germany	$49.8M	+$9.68M	1	0.81%	Increased
130	Chevy Chase Trust Bethesda, Maryland	$48.8M	-$164K	3	0.26%	Reduced
131	Scout Investments Kansas City, Missouri	$46.9M	+$2.81M	2	1.31%	Increased
132	BAMCO Inc New York	$46.5M	$0	1	0.26%	Maintained
133	TD Asset Management Toronto, Ontario, Canada	$46.4M	-$13M	4	0.08%	Reduced
134	UBS Group Zurich, Switzerland	$46M	+$10.6M	12	0.03%	Increased
135	GIM GCA Investment Management New York	$45.4M	-$233K	3	13.11%	Reduced
136	HCM Holland Capital Management Chicago, Illinois	$45.3M	-$1.54M	1	1.9%	Reduced
137	NFA Nationwide Fund Advisors Columbus, Ohio	$45.1M	-$4.1M	12	0.19%	Reduced
138	CAM Cacti Asset Management Atlanta, Georgia	$44.2M	+$605K	1	4.17%	Increased
139	BlackRock Japan Tokyo, Japan	$43.5M	-$246K	4	0.14%	Reduced
140	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$43.5M	+$3.3M	2	4.66%	Increased
141	Natixis Paris, France	$43.5M	+$33.2M	3	0.45%	Increased
142	Stephens Investment Management Group Houston, Texas	$43.5M	+$18.8M	3	1.22%	Increased
143	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$42.2M	+$754K	11	0.06%	Increased
144	PointState Capital New York	$41.5M	+$38.8M	1	0.6%	Increased
145	KeyBank National Association Cleveland, Ohio	$41.3M	+$508K	5	0.26%	Increased
146	Russell Investments Group London, United Kingdom	$41M	+$41.2M	8	0.08%	New
147	Vaughan Nelson Investment Management Houston, Texas	$40.9M	-$24.2M	1	0.48%	Reduced
148	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$40.4M	-$93.4K	1	1.81%	Reduced
149	State of Wisconsin Investment Board Madison, Wisconsin	$40.1M	-$7.51M	5	0.17%	Reduced
150	Epoch Investment Partners New York	$38.9M	-$582K	1	0.15%	Reduced