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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	Sterling Capital Management Charlotte, North Carolina	$52.3M	-$2.54M	3	0.5%	Reduced
127	IAMA Impax Asset Management (AIFM) London, United Kingdom	$52.2M	+$720K	4	16.26%	Increased
128	UBS Group Zurich, Switzerland	$52.1M	+$8M	12	0.03%	Increased
129	Kovitz Investment Group Partners Chicago, Illinois	$51.2M	+$1.28M	1	2.73%	Increased
130	American Securities New York	$50.5M	-$26M	1	5.89%	Reduced
131	NFA Nationwide Fund Advisors Columbus, Ohio	$50.2M	+$25K	11	0.2%	Increased
132	GIM GCA Investment Management New York	$50.1M	+$11.6M	4	9.58%	Increased
133	State of Tennessee, Department of Treasury Nashville, Tennessee	$48.9M	-$1.7M	6	0.23%	Reduced
134	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$48.2M	+$320K	2	5.37%	Increased
135	KeyBank National Association Cleveland, Ohio	$48M	+$574K	4	0.29%	Increased
136	Robeco Schweiz Zurich, Switzerland	$47.7M	+$4.52M	2	4%	Increased
137	PGGM Investments Zeist, Netherlands	$47M	-$33.9M	2	0.24%	Reduced
138	HSBC Holdings London, United Kingdom	$46.7M	-$8.03M	5	0.09%	Reduced
139	Evercore Wealth Management New York	$46.3M	-$1.04M	6	1.79%	Reduced
140	HCM Holland Capital Management Chicago, Illinois	$46M	-$5.58M	1	2.01%	Reduced
141	BNP Paribas Asset Management Paris, France	$45.9M	+$7.88M	4	0.41%	Increased
142	Scout Investments Kansas City, Missouri	$45.5M	-$4.27M	2	1.32%	Reduced
143	Balyasny Asset Management Chicago, Illinois	$45.4M	+$17.8M	3	0.19%	Increased
144	Teacher Retirement System of Texas Austin, Texas	$44.7M	+$8.1M	3	0.31%	Increased
145	Congress Asset Management Boston, Massachusetts	$43.1M	+$41.2M	1	0.77%	New
146	KBC Group Brussels, Belgium	$42.5M	+$860K	8	0.41%	Increased
147	R.M. Davis Inc Portland, Maine	$42.1M	-$494K	2	1.78%	Reduced
148	CAM Cacti Asset Management Atlanta, Georgia	$41.7M	+$184K	1	3.74%	Increased
149	BP Berkshire Partners Boston, Massachusetts	$41.5M	+$44.4M	1	7.86%	New
150	British Columbia Investment Management Victoria, British Columbia, Canada	$40.8M	-$7.19M	3	0.33%	Reduced