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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	$66.4M	-$2.23M	7	0.12%	Reduced
127	Citigroup New York	$65.6M	-$33.6M	12	0.05%	Reduced
128	HSBC Holdings London, United Kingdom	$65M	+$553K	7	0.1%	Increased
129	Bridgeway Capital Management Houston, Texas	$64.9M	+$54.8M	2	0.7%	Increased
130	Madison Investment Holdings Madison, Wisconsin	$64.9M	+$18.3M	1	1.16%	Increased
131	State of Tennessee, Department of Treasury Nashville, Tennessee	$64.8M	+$17.7M	6	0.33%	Increased
132	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$64.6M	+$2.17M	4	0.11%	Increased
133	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$63M	-$205K	2	6.48%	Reduced
134	KeyBank National Association Cleveland, Ohio	$61M	+$2.9M	4	0.36%	Increased
135	LM Luminus Management Houston, Texas	$60.5M	+$55.9M	2	1.25%	Increased
136	ACM Atlanta Capital Management Atlanta, Georgia	$58.3M	-$72.4K	1	0.3%	Reduced
137	Sterling Capital Management Charlotte, North Carolina	$58.2M	-$4.64M	3	0.55%	Reduced
138	Gotham Asset Management New York	$57.8M	+$10.3M	7	0.81%	Increased
139	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$57.1M	+$12.6M	2	1.34%	Increased
140	IAMA Impax Asset Management (AIFM) London, United Kingdom	$56.6M	-$5.51M	4	16.4%	Reduced
141	Congress Asset Management Boston, Massachusetts	$56.1M	-$1.18M	2	0.79%	Reduced
142	GTP Global Thematic Partners New York	$56M	-$2.03M	1	1.92%	Reduced
143	HCM Hahn Capital Management Walnut Creek, California	$55M	-$6.63M	2	5.8%	Reduced
144	Stifel Financial St. Louis, Missouri	$55M	+$20.8M	8	0.17%	Increased
145	D.E. Shaw & Co New York	$53.9M	+$42.8M	9	0.07%	Increased
146	CAM Cacti Asset Management Atlanta, Georgia	$51.3M	+$649K	1	4.31%	Increased
147	Evercore Wealth Management New York	$51M	-$2.62M	2	1.95%	Reduced
148	Scout Investments Kansas City, Missouri	$50.8M	-$5.7M	2	1.22%	Reduced
149	Aperio Group Sausalito, California	$50.5M	+$1.63M	8	0.25%	Increased
150	Channing Capital Management Chicago, Illinois	$50.4M	-$735K	1	1.76%	Reduced