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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	Appaloosa Management Miami Beach, Florida	$37M	-$15.2M	1	0.46%	Reduced
152	Two Sigma Investments New York	$35.5M	-$11M	6	0.2%	Reduced
153	ESCM Echo Street Capital Management New York	$35.4M	+$14.9M	1	3.47%	Increased
154	Evercore Wealth Management New York	$34.9M	+$1.3M	5	1.92%	Increased
155	Swiss National Bank Zurich, Switzerland	$34.8M	-$2.71M	8	0.14%	Reduced
156	Canada Life Winnipeg, Manitoba, Canada	$34.6M	-$139K	8	0.12%	Reduced
157	KAM Keeley Asset Management Chicago, Illinois	$34.3M	+$572K	2	0.58%	Increased
158	Winton Capital Management London, United Kingdom	$34M	+$10.3M	2	0.31%	Increased
159	BlackRock Japan Tokyo, Japan	$33.3M	-$575K	4	0.15%	Reduced
160	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$32.8M	-$7.46M	10	0.05%	Reduced
161	State of Tennessee, Department of Treasury Nashville, Tennessee	$32.6M	+$4.02M	5	0.19%	Increased
162	KeyBank National Association Cleveland, Ohio	$32.5M	-$144K	5	0.21%	Reduced
163	Chevy Chase Trust Bethesda, Maryland	$32.2M	+$959K	4	0.24%	Increased
164	First Pacific Advisors El Segundo, California	$32.1M	-$10.6M	1	0.3%	Reduced
165	Axa Paris, France	$31.5M	+$3.01M	2	0.14%	Increased
166	HSBC Holdings London, United Kingdom	$31.1M	+$848K	4	0.08%	Increased
167	GC GW Capital Bellevue, Washington	$31M	+$337K	1	1.35%	Increased
168	ClearBridge Investments New York	$30.7M	-$365K	4	0.04%	Reduced
169	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$29.3M	-$18.3M	4	1.87%	Reduced
170	Peconic Partners New York	$29.3M	+$24.3M	1	3.05%	Increased
171	Bank of Montreal Toronto, Ontario, Canada	$29.2M	+$1.93M	7	0.04%	Increased
172	FIM FourPoints Investment Managers Paris, France	$29M	-$12.1M	1	2.73%	Reduced
173	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$28.6M	+$2.81M	1	0.49%	Increased
174	R.M. Davis Inc Portland, Maine	$28.4M	-$9.64M	2	1.74%	Reduced
175	Polar Capital London, United Kingdom	$26.6M	+$3.28M	1	0.63%	Increased