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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	$52.3M	+$4.54M	3	0.49%	Increased
152	HCM Hahn Capital Management Walnut Creek, California	$51M	-$6.15M	2	5.91%	Reduced
153	ACM Atlanta Capital Management Atlanta, Georgia	$49.5M	-$1.66M	1	0.25%	Reduced
154	Zurich Cantonal Bank Zurich, Switzerland	$49.3M	+$2.24M	9	0.44%	Increased
155	JP Morgan Private Wealth Advisors San Francisco, California	$49.3M	+$1.64M	4	0.28%	Increased
156	Aperio Group Sausalito, California	$48.4M	-$161K	8	0.23%	Reduced
157	Balyasny Asset Management Chicago, Illinois	$47.8M	+$43.7M	4	0.22%	Increased
158	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$47.7M	-$13.7M	2	1.1%	Reduced
159	GTP Global Thematic Partners New York	$46.5M	-$8.54M	1	1.71%	Reduced
160	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$46.5M	+$3.97M	2	0.21%	Increased
161	Atalanta Sosnoff Capital New York	$45.7M	-$531K	1	1.51%	Reduced
162	British Columbia Investment Management Victoria, British Columbia, Canada	$45.5M	+$10.5M	4	0.4%	Increased
163	Welch & Forbes Boston, Massachusetts	$45.2M	+$2.08M	2	1.17%	Increased
164	R.M. Davis Inc Portland, Maine	$44.6M	-$841K	2	1.74%	Reduced
165	PNC Financial Services Group Pittsburgh, Pennsylvania	$44.1M	+$1.5M	10	0.04%	Increased
166	Natixis Advisors Boston, Massachusetts	$43.4M	+$19.1M	5	0.42%	Increased
167	Canada Life Winnipeg, Manitoba, Canada	$42.7M	+$2.49M	10	0.1%	Increased
168	SEI Investments Oaks, Pennsylvania	$42M	+$4.36M	8	0.14%	Increased
169	Assenagon Asset Management Senningerberg, Luxembourg	$41.7M	+$29.2M	1	0.48%	Increased
170	CIBC Private Wealth Group Atlanta, Georgia	$38.5M	+$11.4M	6	0.16%	Increased
171	Korea Investment Corp Seoul, South Korea	$36.9M	+$1.51M	4	0.17%	Increased
172	Robeco Schweiz Zurich, Switzerland	$36.9M	+$1.23M	2	1.57%	Increased
173	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$36.9M	-$749K	1	2.83%	Reduced
174	Teacher Retirement System of Texas Austin, Texas	$36.2M	+$17.7M	9	0.23%	Increased
175	PIM Provident Investment Management Novi, Michigan	$36M	+$1.94M	1	5.11%	Increased