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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	Baird Financial Group Milwaukee, Wisconsin	$38.5M	-$47.3M	3	0.18%	Reduced
177	SEI Investments Oaks, Pennsylvania	$37.7M	+$14.8M	6	0.14%	Increased
178	MN Services Vermogensbeheer The Hague, Netherlands	$37.4M	-$2.95M	2	0.42%	Reduced
179	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$37.2M	-$2.3M	3	2.05%	Reduced
180	Asset Management One Tokyo, Japan	$37M	-$3.4M	7	0.22%	Reduced
181	Epoch Investment Partners New York	$36.4M	-$10.6M	1	0.22%	Reduced
182	Two Sigma Advisers New York	$35.9M	-$44.9M	10	0.14%	Reduced
183	NSCM New South Capital Management Memphis, Tennessee	$35.9M	-$13.1M	1	1.59%	Reduced
184	Davenport & Co Richmond, Virginia	$35.6M	-$409K	2	0.51%	Reduced
185	Copeland Capital Management Conshohocken, Pennsylvania	$35.1M	-$413K	2	2.13%	Reduced
186	Thrivent Financial for Lutherans Minneapolis, Minnesota	$35M	-$8.83M	7	0.13%	Reduced
187	BNP Paribas Financial Markets Paris, France	$34.2M	+$1.8M	12	0.07%	Increased
188	Waratah Capital Advisors Toronto, Ontario, Canada	$34.2M	-$27.4M	1	6.09%	Reduced
189	American Century Companies Kansas City, Missouri	$33.8M	-$3.32M	4	0.04%	Reduced
190	Storebrand Asset Management Lysaker, Norway	$33.4M	+$41.1M	6	0.35%	New
191	Los Angeles Capital Management Los Angeles, California	$32.7M	-$1.65M	8	0.21%	Reduced
192	VM Valinor Management New York	$32.4M	-$15.7M	1	2.9%	Reduced
193	Quilter Plc London, United Kingdom	$31.7M	-$903K	1	2.09%	Reduced
194	SAM Scopus Asset Management New York	$31.3M	-$45.5M	3	2.68%	Reduced
195	CCM Compass Capital Management Minneapolis, Minnesota	$31.1M	+$35.4M	1	4.03%	New
196	Country Trust Bank Bloomington, Illinois	$31.1M	+$1.17M	1	1.4%	Increased
197	US Bancorp Minneapolis, Minnesota	$29.9M	+$2.17M	11	0.09%	Increased
198	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$29.6M	+$3.63M	3	8.34%	Increased
199	United Capital Financial Advisors Irving, Texas	$29.5M	-$694K	3	0.24%	Reduced
200	ESCM Echo Street Capital Management New York	$29.4M	-$1.06M	1	0.63%	Reduced