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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	Mackenzie Financial Toronto Ontario, Ontario, Canada	$46.9M	-$21.7M	2	0.12%	Reduced
177	Robeco Schweiz Zurich, Switzerland	$46.6M	+$2.09M	2	1.98%	Increased
178	Sands Capital Management Arlington, Virginia	$42.8M	+$41.5M	1	0.13%	New
179	PIM Provident Investment Management Novi, Michigan	$42.6M	-$533K	1	6.32%	Reduced
180	Candriam SCA Strassen, Luxembourg, Luxembourg	$42.4M	+$13.8M	4	0.53%	Increased
181	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$42M	+$13.9M	1	3.06%	Increased
182	Chartwell Investment Partners Berywn, Pennsylvania	$41.9M	-$170K	4	1.37%	Reduced
183	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$41.7M	+$1.84M	4	0.61%	Increased
184	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$41.6M	-$1.92M	4	0.09%	Reduced
185	SM Sunriver Management Greenwich, Connecticut	$41.1M	+$10.4M	2	8.39%	Increased
186	Rockefeller Capital Management New York	$39.7M	+$1.71M	6	0.55%	Increased
187	Kornitzer Capital Management Shawnee Mission, Kansas	$39.6M	+$2.73M	2	0.7%	Increased
188	Waratah Capital Advisors Toronto, Ontario, Canada	$39M	-$8.53M	1	4.34%	Reduced
189	Samlyn Capital New York	$38.2M	+$35.4M	1	0.81%	New
190	APG Asset Management Amsterdam, Netherlands	$38M	+$1.39M	2	0.07%	Increased
191	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$37.9M	-$1.1M	1	4.51%	Reduced
192	SIC Schwartz Investment Counsel Plymouth, Michigan	$37.6M	$0	1	1.92%	Maintained
193	Treasurer of the State of North Carolina Raleigh, North Carolina	$36.4M	+$5.47M	4	0.22%	Increased
194	Country Trust Bank Bloomington, Illinois	$36.2M	+$1.77M	1	1.58%	Increased
195	United Capital Financial Advisors Irving, Texas	$35.9M	+$8.87M	4	0.23%	Increased
196	Nordea Investment Management Stockholm, Sweden	$35.2M	-$13.4M	2	0.08%	Reduced
197	Bridgeway Capital Management Houston, Texas	$35.2M	-$11.2M	3	0.45%	Reduced
198	William Blair & Company Chicago, Illinois	$34.4M	+$1.9M	4	0.2%	Increased
199	US Bancorp Minneapolis, Minnesota	$34.4M	+$185K	10	0.1%	Increased
200	Copeland Capital Management Conshohocken, Pennsylvania	$34.1M	+$2.73M	2	1.9%	Increased