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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
151	Swiss National Bank Zurich, Switzerland	$32M	+$31.6M	10	0.14%	New
152	CC Carlson Capital Dallas, Texas	$31.9M	+$29.8M	1	0.38%	New
153	ACM Argent Capital Management St Louis, Missouri	$31.8M	+$31M	1	2.03%	New
154	PCP P2 Capital Partners New York	$31.4M	+$30.1M	1	5.04%	New
155	Susquehanna International Group Bala Cynwyd, Pennsylvania	$31.2M	+$29.5M	8	0.02%	New
156	Winton Capital Management London, United Kingdom	$31M	+$30.7M	2	0.38%	New
157	NI Nuance Investments Kansas City, Missouri	$30.2M	+$31M	1	9.5%	New
158	NFA Nationwide Fund Advisors Columbus, Ohio	$30M	+$29.5M	10	0.16%	New
159	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$29.7M	+$29.4M	10	0.06%	New
160	Barclays London, United Kingdom	$29M	+$28.5M	10	0.04%	New
161	NSCM New South Capital Management Memphis, Tennessee	$28.8M	+$29.5M	1	1.18%	New
162	HCM Hahn Capital Management Walnut Creek, California	$28.7M	+$28.1M	2	5.65%	New
163	RGI River Global Investors London, United Kingdom	$27.9M	+$28.6M	1	4.52%	New
164	Two Sigma Investments New York	$27.8M	+$27.3M	5	0.19%	New
165	ClearBridge Investments New York	$27.8M	+$27.1M	2	0.04%	New
166	OAM Origin Asset Management London, United Kingdom	$27.3M	+$26.9M	1	2.38%	New
167	KBC Group Brussels, Belgium	$27.1M	+$27.3M	7	0.5%	New
168	Chevy Chase Trust Bethesda, Maryland	$26.1M	+$25.8M	4	0.23%	New
169	MSA Mason Street Advisors Milwaukee, Wisconsin	$25.8M	+$25.1M	6	0.28%	New
170	HI Honeywell International Charlotte, North Carolina	$25.5M	+$25.1M	1	0.69%	New
171	MUFG Americas New York	$25.4M	+$25M	5	0.51%	New
172	KAM Keeley Asset Management Chicago, Illinois	$25.3M	+$24.7M	1	0.5%	New
173	FIM FourPoints Investment Managers Paris, France	$25.2M	+$25.9M	1	2.52%	New
174	Picton Mahoney Asset Management Toronto, Ontario, Canada	$25.2M	+$23.5M	1	1.87%	New
175	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$25.1M	+$25.7M	1	1.88%	New