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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	Royal London Asset Management United Kingdom	$79M	+$4.16M	4	0.55%	Increased
127	Findlay Park Partners London, United Kingdom	$78.6M	+$80.1M	1	0.62%	New
128	Citigroup New York	$76.5M	+$4.47M	12	0.06%	Increased
129	CAM Cacti Asset Management Atlanta, Georgia	$75.6M	-$1.85M	1	5.65%	Reduced
130	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$74.4M	+$1.47M	2	6.27%	Increased
131	Evercore Wealth Management New York	$70.7M	+$79.6K	2	1.9%	Increased
132	Fort Washington Investment Advisors Cincinnati, Ohio	$70.2M	$0	1	0.75%	Maintained
133	JP Morgan Private Wealth Advisors San Francisco, California	$69.5M	+$671K	5	0.32%	Increased
134	Korea Investment Corp Seoul, South Korea	$67.9M	+$5.59M	2	0.25%	Increased
135	Aperio Group Sausalito, California	$67.6M	-$2.02M	10	0.24%	Reduced
136	Stifel Financial St. Louis, Missouri	$66.9M	+$2.6M	8	0.14%	Increased
137	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$66.3M	-$23.5M	2	1.88%	Reduced
138	Waratah Capital Advisors Toronto, Ontario, Canada	$66.3M	+$7.19M	1	7.02%	Increased
139	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$65.2M	-$8.94M	8	0.34%	Reduced
140	Balyasny Asset Management Chicago, Illinois	$64.3M	+$37.2M	3	0.38%	Increased
141	VIM Veritas Investment Management London, United Kingdom	$63.5M	+$2.2M	1	4.86%	Increased
142	State of Wisconsin Investment Board Madison, Wisconsin	$63.4M	-$785K	5	0.16%	Reduced
143	Sands Capital Management Arlington, Virginia	$62.6M	+$20.1M	1	0.18%	Increased
144	Natixis Advisors Boston, Massachusetts	$62.6M	+$7.4M	5	0.44%	Increased
145	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$61.9M	+$19.5M	3	0.84%	Increased
146	Truist Financial Charlotte, North Carolina	$59.7M	+$55.4M	5	0.12%	Increased
147	William Blair Investment Management Chicago, Illinois	$59.5M	-$13.8M	1	0.24%	Reduced
148	Welch & Forbes Boston, Massachusetts	$59.5M	+$661K	2	1.32%	Increased
149	Samlyn Capital New York	$58.6M	+$16.6M	1	1.23%	Increased
150	Ceredex Value Advisors Orlando, Florida	$58.4M	+$5.67M	1	0.67%	Increased