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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	LCS Levin Capital Strategies New York	$35.6M	-$2.01M	1	0.53%	Reduced
152	KeyBank National Association Cleveland, Ohio	$35.1M	+$5.12M	5	0.23%	Increased
153	WAM Water Asset Management New York	$34.3M	+$13.1M	3	18.39%	Increased
154	GIM GCA Investment Management New York	$34.2M	+$31.5M	3	14.04%	New
155	UBS Group Zurich, Switzerland	$34.1M	-$9.74M	11	0.02%	Reduced
156	Evercore Wealth Management New York	$33.8M	+$113K	4	1.53%	Increased
157	TEC Tiger Eye Capital Nashville, Tennessee	$33.4M	+$33.5M	1	2.45%	New
158	VDBMI Van Den Berg Management I Austin, Texas	$33.3M	-$2.64M	1	3.77%	Reduced
159	IAMA Impax Asset Management (AIFM) London, United Kingdom	$33.3M	-$870K	6	10.31%	Reduced
160	British Columbia Investment Management Victoria, British Columbia, Canada	$33.1M	-$255K	6	0.31%	Reduced
161	Boston Trust Walden Boston, Massachusetts	$33.1M	-$824K	1	0.5%	Reduced
162	Marshall Wace London, United Kingdom	$32.8M	+$6.54M	2	0.43%	Increased
163	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$31.6M	-$148K	1	4.5%	Reduced
164	Polar Capital London, United Kingdom	$31.5M	-$7.83M	1	0.61%	Reduced
165	PGGM Investments Zeist, Netherlands	$31.5M	+$26.2M	1	0.16%	Increased
166	State of Tennessee, Department of Treasury Nashville, Tennessee	$31.4M	+$13.2M	6	0.17%	Increased
167	Credit Agricole Montrouge Cedex, France	$31.3M	-$1.65M	5	0.15%	Reduced
168	R.M. Davis Inc Portland, Maine	$30.3M	-$314K	2	1.56%	Reduced
169	Bahl & Gaynor Cincinnati, Ohio	$30.2M	+$570K	1	0.41%	Increased
170	Capital World Investors Los Angeles, California	$30.2M	$0	1	0.01%	Maintained
171	Retirement Systems of Alabama Montgomery, Alabama	$30M	-$255K	4	0.16%	Reduced
172	Moore Capital Management New York	$29.9M	+$14.3M	2	0.64%	Increased
173	Alyeska Investment Group Chicago, Illinois	$28.6M	+$29M	1	0.32%	Increased
174	PIM Provident Investment Management Novi, Michigan	$27.6M	-$54.5K	1	5.46%	Reduced
175	Employees Retirement System of Texas Austin, Texas	$27.1M	-$132K	4	0.36%	Reduced