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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	Raymond James & Associates St Petersburg, Florida	$63.9M	-$1.95M	8	0.12%	Reduced
127	HSBC Holdings London, United Kingdom	$62M	-$9.41M	7	0.09%	Reduced
128	NN Investment Partners Holdings The Hague, Netherlands	$62M	-$13.1M	4	0.44%	Reduced
129	IAMA Impax Asset Management (AIFM) London, United Kingdom	$60.7M	+$339K	4	16.37%	Increased
130	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$60.5M	+$23.8M	4	0.11%	Increased
131	Epoch Investment Partners New York	$60.1M	-$7.71M	1	0.2%	Reduced
132	Kovitz Investment Group Partners Chicago, Illinois	$59.7M	-$2.93M	1	2.56%	Reduced
133	Balyasny Asset Management Chicago, Illinois	$59.1M	-$66.2M	6	0.18%	Reduced
134	Channing Capital Management Chicago, Illinois	$57.5M	+$25.5M	1	1.94%	Increased
135	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$57.1M	+$186K	2	6%	Increased
136	CAM Cacti Asset Management Atlanta, Georgia	$56.5M	+$22.7K	1	4.57%	Increased
137	KeyBank National Association Cleveland, Ohio	$55M	-$296K	4	0.31%	Reduced
138	GTP Global Thematic Partners New York	$53.6M	-$31.3M	1	1.77%	Reduced
139	Madison Investment Holdings Madison, Wisconsin	$53.5M	+$633K	1	0.91%	Increased
140	Congress Asset Management Boston, Massachusetts	$52.8M	+$1.2M	2	0.77%	Increased
141	DAC Dividend Assets Capital Ridgeland, South Carolina	$52.4M	-$5.64M	1	2.35%	Reduced
142	Scout Investments Kansas City, Missouri	$52.3M	-$11.3M	2	1.29%	Reduced
143	AL AJO LP Philadelphia, Pennsylvania	$52M	+$47.9M	2	0.22%	New
144	ACM Atlanta Capital Management Atlanta, Georgia	$51.8M	-$1.97M	1	0.27%	Reduced
145	AC Ascend Capital Orinda, California	$50.5M	-$1.59M	1	1.9%	Reduced
146	Evercore Wealth Management New York	$49.8M	-$926K	6	1.85%	Reduced
147	Handelsbanken Fonder Stockholm, Sweden	$48.1M	+$664K	1	1.06%	Increased
148	GIM GCA Investment Management New York	$46.5M	+$1.49M	2	8.59%	Increased
149	Aperio Group Sausalito, California	$45.9M	+$2.69M	8	0.23%	Increased
150	Gotham Asset Management New York	$45.6M	-$5.14M	6	0.66%	Reduced