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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	HCM Hahn Capital Management Walnut Creek, California	$46.8M	-$2.04M	2	7.55%	Reduced
177	AAM Ardevora Asset Management London, United Kingdom	$46.7M	-$4.91M	1	0.91%	Reduced
178	BNP Paribas Asset Management Paris, France	$46.4M	+$17.5M	3	0.31%	Increased
179	ESCM Echo Street Capital Management New York	$45.5M	+$8.25M	1	0.54%	Increased
180	MN Services Vermogensbeheer The Hague, Netherlands	$45.1M	+$881K	2	0.39%	Increased
181	Waratah Capital Advisors Toronto, Ontario, Canada	$44.4M	+$1.65M	1	3.78%	Increased
182	Jane Street New York	$43.5M	+$11.3M	5	0.03%	Increased
183	Baird Financial Group Milwaukee, Wisconsin	$42.9M	+$542K	4	0.16%	Increased
184	EP Edgestream Partners Princeton, New Jersey	$42.4M	+$14.3M	2	2.23%	Increased
185	Asset Management One Tokyo, Japan	$41.8M	-$1.17M	7	0.21%	Reduced
186	Alyeska Investment Group Chicago, Illinois	$40.7M	-$48.7M	2	0.62%	Reduced
187	Thrivent Financial for Lutherans Minneapolis, Minnesota	$40M	-$1.41M	7	0.12%	Reduced
188	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$39.4M	-$923K	3	1.82%	Reduced
189	OMERS Administration Corp Toronto, Ontario, Canada	$38.9M	+$39.5M	1	1.29%	New
190	Lord, Abbett & Co Jersey City, New Jersey	$38.4M	+$25.5M	1	0.13%	Increased
191	Comerica Bank Dallas, Texas	$38.2M	+$8.8M	6	0.29%	Increased
192	FTCM Fir Tree Capital Management New York	$37.8M	+$36.3M	1	2.93%	New
193	Epoch Investment Partners New York	$37.7M	-$1.18M	1	0.19%	Reduced
194	ECP Electron Capital Partners New York	$37.3M	+$5.03M	1	4.08%	Increased
195	Candriam SCA Strassen, Luxembourg, Luxembourg	$37M	-$11.3M	4	0.39%	Reduced
196	CCM Compass Capital Management Minneapolis, Minnesota	$36.9M	-$1.74M	1	4.04%	Reduced
197	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$36.8M	-$10.3M	4	0.09%	Reduced
198	ZWJ Investment Counsel Atlanta, Georgia	$36.7M	+$9.83M	2	3.18%	Increased
199	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$36.4M	-$14.5M	5	0.08%	Reduced
200	Baillie Gifford & Co Edinburgh, United Kingdom	$35.4M	+$15.1M	1	0.03%	Increased