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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	Pinnacle Associates New York	$64.2M	+$50.2M	3	1.11%	Increased
202	Verition Fund Management Greenwich, Connecticut	$61.8M	+$1.24M	4	0.82%	Increased
203	Flossbach Von Storch Cologne, Germany	$61.6M	-$17.8M	1	0.25%	Reduced
204	Susquehanna International Group Bala Cynwyd, Pennsylvania	$61M	-$10.3M	10	0.01%	Reduced
205	Voloridge Investment Management Jupiter, Florida	$60.1M	-$46.6M	5	0.28%	Reduced
206	Nomura Asset Management Tokyo, Japan	$59.4M	+$4.91M	6	0.27%	Increased
207	CCM Compass Capital Management Minneapolis, Minnesota	$56.7M	+$412K	1	4.08%	Increased
208	PGGM Investments Zeist, Netherlands	$56.5M	+$2.69M	5	0.92%	Increased
209	MVIP Mar Vista Investment Partners Los Angeles, California	$55.9M	-$2.55M	1	2.34%	Reduced
210	AAM Ardevora Asset Management London, United Kingdom	$55.8M	-$26.6M	1	1.35%	Reduced
211	B. Metzler seel. Sohn & Co Frankfurt, Germany	$55.7M	-$1.05M	2	0.75%	Reduced
212	Cerity Partners New York	$55.5M	+$7.78M	7	0.22%	Increased
213	Geneva Capital Management Milwaukee, Wisconsin	$55.3M	-$7.49M	2	1.09%	Reduced
214	Asset Management One Tokyo, Japan	$54.3M	+$1.57M	6	0.23%	Increased
215	TAM Thematics Asset Management Paris, France	$54.1M	+$11.6M	3	2.59%	Increased
216	AIG American International Group New York	$53.2M	+$1.4M	12	0.32%	Increased
217	Jane Street New York	$52.7M	+$23.4M	9	0.02%	Increased
218	R.M. Davis Inc Portland, Maine	$52.7M	-$787K	3	1.27%	Reduced
219	SIC Schwartz Investment Counsel Plymouth, Michigan	$52.5M	+$7.25M	1	2.21%	Increased
220	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$52.1M	-$3.16M	10	0.21%	Reduced
221	United Capital Financial Advisors Irving, Texas	$51.5M	-$840K	4	0.28%	Reduced
222	Holocene Advisors New York	$50.8M	-$2.12M	4	0.22%	Reduced
223	MAM Montanaro Asset Management London, United Kingdom	$50.7M	+$646K	3	8.03%	Increased
224	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$50.3M	+$6.47M	5	0.07%	Increased
225	LPL Financial San Diego, California	$49.9M	+$5.49M	8	0.04%	Increased