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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	Renaissance Technologies New York	$40.5M	-$142M	8	0.05%	Reduced
152	SAM Scopus Asset Management New York	$40.4M	+$14.9M	2	0.43%	Increased
153	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$39.6M	-$15M	1	2.25%	Reduced
154	Fort Washington Investment Advisors Cincinnati, Ohio	$37.9M	$0	1	0.6%	Maintained
155	WAM Water Asset Management New York	$37.6M	+$10.7M	3	16.12%	Increased
156	Aberdeen Asset Management Aberdeen, United Kingdom	$37.6M	+$5.41M	3	0.13%	Increased
157	ACM Atlanta Capital Management Atlanta, Georgia	$36.9M	+$6.63M	1	0.22%	Increased
158	Madison Investment Holdings Madison, Wisconsin	$36.8M	-$10.3M	1	0.68%	Reduced
159	AAM Ardevora Asset Management London, United Kingdom	$36.8M	+$35.2M	1	1.16%	New
160	JP Morgan Private Wealth Advisors San Francisco, California	$36.4M	+$57.2K	4	0.28%	Increased
161	Gotham Asset Management New York	$36.3M	+$18.2M	5	0.51%	Increased
162	Aperio Group Sausalito, California	$34.9M	+$5.45M	8	0.21%	Increased
163	Thrivent Financial for Lutherans Minneapolis, Minnesota	$34.9M	-$8.32M	5	0.14%	Reduced
164	Handelsbanken Fonder Stockholm, Sweden	$34.7M	+$7.29M	1	0.89%	Increased
165	Rockefeller Financial Services New York	$34.6M	+$285K	4	0.69%	Increased
166	Johnson Investment Counsel Cincinnati, Ohio	$34.6M	-$99.6K	2	0.96%	Reduced
167	PointState Capital New York	$34.1M	+$31.2M	1	0.37%	Increased
168	PNC Financial Services Group Pittsburgh, Pennsylvania	$34.1M	-$905K	10	0.04%	Reduced
169	Canada Life Winnipeg, Manitoba, Canada	$33.7M	-$1.06M	11	0.09%	Reduced
170	Welch & Forbes Boston, Massachusetts	$33.5M	+$563K	2	0.94%	Increased
171	Wedge Capital Management Charlotte, North Carolina	$32.9M	+$1.34M	2	0.31%	Increased
172	Stifel Financial St. Louis, Missouri	$30.8M	+$5.6M	8	0.11%	Increased
173	Virginia Retirement Systems Richmond, Virginia	$30.6M	-$555K	3	0.38%	Reduced
174	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$30.3M	-$1.46M	1	4.65%	Reduced
175	PIM Provident Investment Management Novi, Michigan	$30.3M	-$1.55M	1	5.51%	Reduced