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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	CAM Cacti Asset Management Atlanta, Georgia	$60.1M	-$2.29M	1	6.89%	Reduced
152	Canada Life Winnipeg, Manitoba, Canada	$59.2M	+$4.03M	11	0.14%	Increased
153	Madison Asset Management Madison, Wisconsin	$59M	-$23M	1	1.04%	Reduced
154	Ceredex Value Advisors Orlando, Florida	$58.8M	+$7.67M	1	0.87%	Increased
155	William Blair Investment Management Chicago, Illinois	$58.7M	-$6.33M	1	0.24%	Reduced
156	PNC Financial Services Group Pittsburgh, Pennsylvania	$56.7M	+$15.9K	10	0.08%	Increased
157	BNP Paribas Financial Markets Paris, France	$54.8M	+$15.1M	12	0.1%	Increased
158	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$53.8M	-$1.95M	4	0.13%	Reduced
159	Truist Financial Charlotte, North Carolina	$53.4M	+$4.02M	7	0.12%	Increased
160	VIM Veritas Investment Management London, United Kingdom	$53.2M	+$709K	1	3.59%	Increased
161	Handelsbanken Fonder Stockholm, Sweden	$53.2M	+$10.9M	6	0.45%	Increased
162	State of New Jersey Common Pension Fund D Trenton, New Jersey	$52.2M	-$2.31M	6	0.22%	Reduced
163	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$52M	-$371K	1	4.43%	Reduced
164	MC MIG Capital Newport Beach, California	$51.6M	-$18.6M	1	5.31%	Reduced
165	Storebrand Asset Management Lysaker, Norway	$51.2M	+$9.24M	6	0.42%	Increased
166	Retirement Systems of Alabama Montgomery, Alabama	$51M	+$21.2M	3	0.25%	Increased
167	APG Asset Management Amsterdam, Netherlands	$50.7M	+$3.7M	3	0.09%	Increased
168	SIC Schwartz Investment Counsel Plymouth, Michigan	$49.1M	$0	1	2.66%	Maintained
169	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$49.1M	-$17.7M	2	1.98%	Reduced
170	SAM Scopus Asset Management New York	$48.3M	+$12.5M	3	1.37%	Increased
171	Douglass Winthrop Advisors New York	$48.2M	+$39.2M	2	1.8%	Increased
172	US Bancorp Minneapolis, Minnesota	$48.1M	+$13.8M	12	0.13%	Increased
173	Boston Trust Walden Boston, Massachusetts	$47.6M	-$3.08M	3	0.64%	Reduced
174	R.M. Davis Inc Portland, Maine	$47.6M	-$1.39M	1	1.69%	Reduced
175	SEI Investments Oaks, Pennsylvania	$46.9M	+$5.11M	7	0.15%	Increased