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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
201	MAM Montanaro Asset Management London, United Kingdom	$44M	+$39.2M	2	7.42%	New
202	CCM Compass Capital Management Minneapolis, Minnesota	$42.7M	+$1.19M	1	3.74%	Increased
203	United Capital Financial Advisors Irving, Texas	$42.6M	+$751K	3	0.26%	Increased
204	Erste Asset Management Vienna, Austria	$42.5M	+$2.76M	2	1.18%	Increased
205	Copeland Capital Management Conshohocken, Pennsylvania	$42.3M	-$8.91M	2	1.66%	Reduced
206	Trillium Asset Management Boston, Massachusetts	$42.3M	+$783K	1	1.52%	Increased
207	Scharf Investments Los Gatos, California	$42.1M	+$39.6M	1	1.59%	New
208	NN Investment Partners Holdings The Hague, Netherlands	$41.8M	-$1.66M	2	0.25%	Reduced
209	CCM CAAS Capital Management New York	$41.6M	+$30.8M	1	0.4%	Increased
210	DZ Bank Frankfurt Am Main, Germany	$41.6M	+$5.74M	5	0.08%	Increased
211	FTCM Fir Tree Capital Management New York	$41.6M	-$5.84M	1	2.02%	Reduced
212	Norinchukin Bank Tokyo, Japan	$41.4M	+$2.79M	3	0.59%	Increased
213	Bowen Hanes & Co Ponte Vedra Beach, Florida	$40.3M	+$32.1M	2	1.34%	Increased
214	Zurich Cantonal Bank Zurich, Switzerland	$39.7M	+$1.7M	11	0.24%	Increased
215	Epoch Investment Partners New York	$39.3M	-$6.69M	1	0.18%	Reduced
216	Scout Investments Kansas City, Missouri	$38.5M	-$6.03M	2	0.71%	Reduced
217	Paradigm Capital Management Inc Albany, New York	$38M	+$800K	2	2.27%	Increased
218	Nissay Asset Management Tokyo, Japan	$38M	+$13.1M	3	0.57%	Increased
219	Cubist Systematic Strategies Stamford, Connecticut	$37.2M	+$14M	9	0.51%	Increased
220	SAM Scopus Asset Management New York	$36.9M	-$25.4M	2	0.59%	Reduced
221	GGHC Gilder Gagnon Howe & Co New York	$36.4M	-$410K	1	0.18%	Reduced
222	Aberdeen Group Edinburgh, United Kingdom	$35.9M	+$8.14M	4	0.09%	Increased
223	AQR Capital Management Greenwich, Connecticut	$35.8M	+$5.62M	12	0.06%	Increased
224	Aviva London, United Kingdom	$35.8M	-$528K	5	0.19%	Reduced
225	AIG American International Group New York	$35.4M	-$3.68M	12	0.13%	Reduced