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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	SAM Scopus Asset Management New York	$50.3M	-$40.9M	3	0.47%	Reduced
152	GIM GCA Investment Management New York	$49.6M	-$783K	2	9.31%	Reduced
153	Zurich Cantonal Bank Zurich, Switzerland	$49.5M	+$15.6M	8	0.45%	Increased
154	JP Morgan Private Wealth Advisors San Francisco, California	$48.9M	+$1.34M	5	0.33%	Increased
155	DAC Dividend Assets Capital Ridgeland, South Carolina	$47.3M	-$9.34M	1	2.34%	Reduced
156	Atalanta Sosnoff Capital New York	$47.1M	-$156K	1	1.57%	Reduced
157	R.M. Davis Inc Portland, Maine	$46.3M	-$1.8M	2	1.85%	Reduced
158	Fort Washington Investment Advisors Cincinnati, Ohio	$46M	+$78.9K	1	0.48%	Increased
159	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$45.8M	-$874K	2	0.23%	Reduced
160	Thrivent Financial for Lutherans Minneapolis, Minnesota	$45M	+$8.53M	6	0.15%	Increased
161	Welch & Forbes Boston, Massachusetts	$43.9M	+$1.56M	2	1.13%	Increased
162	Waratah Capital Advisors Toronto, Ontario, Canada	$43.9M	+$19.8M	1	4.62%	Increased
163	Rockefeller Capital Management New York	$43.3M	+$43.2M	5	0.72%	New
164	PNC Financial Services Group Pittsburgh, Pennsylvania	$43.1M	+$345K	10	0.04%	Increased
165	BNP Paribas Financial Markets Paris, France	$42.7M	-$1.22M	12	0.08%	Reduced
166	Canada Life Winnipeg, Manitoba, Canada	$41.3M	-$465K	10	0.1%	Reduced
167	AAM ACK Asset Management Greenwich, Connecticut	$40.8M	+$1.91M	1	10.26%	Increased
168	CGM Capital Growth Management Boston, Massachusetts	$40M	+$40M	1	1.78%	New
169	Robeco Schweiz Zurich, Switzerland	$39.9M	-$4.32M	2	1.85%	Reduced
170	AAM Ardevora Asset Management London, United Kingdom	$39.3M	+$34.5K	1	1.17%	Increased
171	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$38.8M	-$292K	1	3.08%	Reduced
172	SEI Investments Oaks, Pennsylvania	$38.4M	+$599K	9	0.15%	Increased
173	Two Sigma Investments New York	$38.4M	+$15.2M	7	0.13%	Increased
174	British Columbia Investment Management Victoria, British Columbia, Canada	$38.1M	-$3.03M	3	0.29%	Reduced
175	Virginia Retirement Systems Richmond, Virginia	$38M	-$147K	3	0.46%	Reduced