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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	FIM FourPoints Investment Managers Paris, France	$33.9M	+$7.43M	1	2.96%	Increased
152	Victory Capital Management San Antonio, Texas	$33.8M	+$32.3M	4	0.24%	New
153	Barclays London, United Kingdom	$33.3M	+$2.69M	10	0.04%	Increased
154	NI Nuance Investments Kansas City, Missouri	$33M	+$1.59M	1	8.83%	Increased
155	ACM Argent Capital Management St Louis, Missouri	$32.9M	-$625K	1	2%	Reduced
156	HI Honeywell International Charlotte, North Carolina	$32.7M	+$5.27M	1	0.84%	Increased
157	UBS Zurich, Switzerland	$31.7M	+$4.96M	10	0.03%	Increased
158	Evercore Wealth Management New York	$31.6M	-$2.47M	4	1.81%	Reduced
159	MSA Mason Street Advisors Milwaukee, Wisconsin	$31.3M	+$4.44M	6	0.36%	Increased
160	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$31.2M	+$5.03M	1	2.16%	Increased
161	KeyBank National Association Cleveland, Ohio	$31M	-$33.9M	5	0.21%	Reduced
162	BlackRock Japan Tokyo, Japan	$31M	-$8.71M	4	0.15%	Reduced
163	Canada Life Winnipeg, Manitoba, Canada	$30.7M	+$14.3M	5	0.12%	Increased
164	Virginia Retirement Systems Richmond, Virginia	$30.7M	-$7.88M	3	0.66%	Reduced
165	NSCM New South Capital Management Memphis, Tennessee	$30.5M	+$677K	1	1.19%	Increased
166	KBC Group Brussels, Belgium	$29.7M	+$845K	6	0.48%	Increased
167	KAM Keeley Asset Management Chicago, Illinois	$29.7M	+$68.4K	2	0.55%	Increased
168	Chevy Chase Trust Bethesda, Maryland	$28.9M	+$1.18M	4	0.24%	Increased
169	ARC Absolute Return Capital Boston, Massachusetts	$28.9M	-$13.3M	2	0.4%	Reduced
170	AQR Capital Management Greenwich, Connecticut	$28.7M	+$6.87M	7	0.1%	Increased
171	ClearBridge Investments New York	$28.7M	-$631K	4	0.04%	Reduced
172	Comerica Bank Dallas, Texas	$28.6M	+$2.81M	7	0.2%	Increased
173	HSBC Holdings London, United Kingdom	$28.1M	-$6.84M	4	0.08%	Reduced
174	State of Tennessee, Department of Treasury Nashville, Tennessee	$26.6M	+$25.8M	5	0.16%	New
175	SJIC St. James Investment Company Southlake, Texas	$26M	+$3.72M	1	2.92%	Increased