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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	Davenport & Co Richmond, Virginia	$88.3M	+$872K	4	0.51%	Increased
177	Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg	$87.2M	+$2.07M	3	2.64%	Increased
178	Union Bancaire Privee Geneva 1, Switzerland	$86.1M	-$4.97M	6	1.66%	Reduced
179	Korea Investment Corp Seoul, South Korea	$85.3M	+$1.74M	4	0.21%	Increased
180	Squarepoint New York	$84.1M	-$41.8M	9	0.1%	Reduced
181	Duff & Phelps Investment Management Chicago, Illinois	$83.6M	-$15.1M	4	0.98%	Reduced
182	GIC GFI Investment Counsel Toronto, Ontario, Canada	$82.8M	+$78.9M	1	9.64%	New
183	PNC Financial Services Group Pittsburgh, Pennsylvania	$82.8M	+$2.04M	12	0.04%	Increased
184	KeyBank National Association Cleveland, Ohio	$81.8M	-$27.9M	4	0.33%	Reduced
185	Baird Financial Group Milwaukee, Wisconsin	$81M	-$6.04M	8	0.16%	Reduced
186	NZS Capital Denver, Colorado	$80.2M	+$3.17M	1	3.61%	Increased
187	Credit Agricole Montrouge Cedex, France	$79.6M	+$7.88M	6	0.25%	Increased
188	Two Sigma Advisers New York	$78.5M	+$25.3M	8	0.18%	Increased
189	Congress Asset Management Boston, Massachusetts	$77M	+$6.55M	2	0.58%	Increased
190	Liontrust Investment Partners London, United Kingdom	$75.9M	-$5.02M	1	1.19%	Reduced
191	Crawford Investment Counsel Atlanta, Georgia	$75.6M	+$37.9M	4	1.34%	Increased
192	Gotham Asset Management New York	$75.2M	+$21.4M	9	0.63%	Increased
193	Alyeska Investment Group Chicago, Illinois	$73.9M	-$2.8M	3	0.29%	Reduced
194	EULAV Asset Management Sarasota, Florida	$73.5M	+$13.9M	3	1.82%	Increased
195	Erste Asset Management Vienna, Austria	$73.3M	-$5.33M	4	0.94%	Reduced
196	Vest Financial Mclean, Virginia	$72M	+$3.35M	5	1.12%	Increased
197	CAM Cacti Asset Management Atlanta, Georgia	$71.2M	$0	1	5.51%	Maintained
198	Teacher Retirement System of Texas Austin, Texas	$71.2M	+$37.8M	10	0.3%	Increased
199	Douglas Lane & Associates New York	$70.8M	+$5.84M	1	1.04%	Increased
200	PGGM Investments Zeist, Netherlands	$70.5M	+$6.48M	4	0.95%	Increased