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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
176	Fred Alger Management New York	$34.9M	+$14.6M	3	0.15%	Increased
177	AAM Ardevora Asset Management London, United Kingdom	$34.7M	-$3.97M	1	0.97%	Reduced
178	Virginia Retirement Systems Richmond, Virginia	$34.4M	-$2.93M	5	0.42%	Reduced
179	Gotham Asset Management New York	$34M	-$21.3M	6	0.49%	Reduced
180	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$33.5M	+$7.27M	4	0.07%	Increased
181	EULAV Asset Management Sarasota, Florida	$32.2M	$0	1	1.48%	Maintained
182	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$31.7M	-$755K	1	4.52%	Reduced
183	Rockefeller Capital Management New York	$31.3M	-$10.2M	5	0.51%	Reduced
184	Nordea Investment Management Stockholm, Sweden	$31M	+$3.5M	3	0.07%	Increased
185	Comerica Bank Dallas, Texas	$30.8M	+$408K	7	0.22%	Increased
186	Chartwell Investment Partners Berywn, Pennsylvania	$30.6M	+$2.41M	4	0.91%	Increased
187	Boston Trust Walden Boston, Massachusetts	$30.2M	-$164K	3	0.44%	Reduced
188	Citigroup New York	$29.9M	-$35.6M	11	0.03%	Reduced
189	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$29.2M	-$34.3M	4	0.06%	Reduced
190	Frontier Capital Management Boston, Massachusetts	$28.9M	-$1.25M	1	0.2%	Reduced
191	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$28.7M	+$30.6M	2	5.39%	New
192	Aviva London, United Kingdom	$28.7M	+$2.72M	4	0.17%	Increased
193	DAM Dorsey Asset Management Chicago, Illinois	$28.3M	+$7.87M	1	7.49%	Increased
194	Jacobs Levy Equity Management Florham Park, New Jersey	$28.3M	+$14.9M	3	0.45%	Increased
195	PGGM Investments Zeist, Netherlands	$28.2M	-$3.34M	1	0.15%	Reduced
196	RR Robotti Robert	$28.1M	-$508K	1	7.31%	Reduced
197	NIMI Natixis Investment Managers International Paris, France	$27.9M	-$1.18M	3	1.53%	Reduced
198	US Bancorp Minneapolis, Minnesota	$27.9M	+$796K	10	0.09%	Increased
199	Williams Jones & Associates New York	$27.9M	+$13.4M	2	0.61%	Increased
200	BNP Paribas Asset Management Paris, France	$27.4M	+$3.35M	4	0.23%	Increased