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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	Nomura Asset Management Tokyo, Japan	$63.6M	+$4.02M	6	0.3%	Increased
202	Zurich Insurance Group Zurich, Switzerland	$63.2M	-$22M	1	0.67%	Reduced
203	Woodline Partners San Francisco, California	$63M	+$36.2M	2	0.74%	Increased
204	Lazard Asset Management New York	$61.9M	-$14.2M	6	0.08%	Reduced
205	Bank of Nova Scotia Toronto, Ontario, Canada	$61.4M	+$31M	3	0.16%	Increased
206	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$59.7M	-$8.27M	2	1.1%	Reduced
207	Flossbach Von Storch Cologne, Germany	$59.5M	-$2.65M	1	0.26%	Reduced
208	D.E. Shaw & Co New York	$58.3M	-$75.5M	11	0.06%	Reduced
209	Schonfeld Strategic Advisors New York	$57.2M	+$28.4M	5	0.44%	Increased
210	Jupiter Asset Management London, United Kingdom	$57.2M	-$6.25M	3	0.63%	Reduced
211	Squarepoint New York	$54.8M	-$28.5M	8	0.14%	Reduced
212	Adage Capital Partners Boston, Massachusetts	$54.6M	+$41.3M	3	0.12%	Increased
213	State of Tennessee, Department of Treasury Nashville, Tennessee	$54.1M	-$25.8M	7	0.22%	Reduced
214	Asset Management One Tokyo, Japan	$53.5M	+$1.23M	7	0.24%	Increased
215	CCM Compass Capital Management Minneapolis, Minnesota	$53.4M	-$3.76M	1	4.19%	Reduced
216	MVIP Mar Vista Investment Partners Los Angeles, California	$53.1M	-$3.24M	1	2.54%	Reduced
217	SIC Schwartz Investment Counsel Plymouth, Michigan	$52.9M	$0	1	2.26%	Maintained
218	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$52.3M	+$3.85M	4	0.09%	Increased
219	R.M. Davis Inc Portland, Maine	$51.5M	-$1.62M	2	1.29%	Reduced
220	AIG American International Group New York	$51.1M	-$1.09M	12	0.33%	Reduced
221	Two Sigma Advisers New York	$50.4M	-$42.1M	8	0.13%	Reduced
222	Geneva Capital Management Milwaukee, Wisconsin	$49.7M	-$6.42M	2	1.05%	Reduced
223	Pinnacle Associates New York	$49.6M	-$2.66M	4	0.92%	Reduced
224	WIM Weitz Investment Management Omaha, Nebraska	$49.5M	$0	1	2.72%	Maintained
225	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$49.2M	-$2.06M	10	0.22%	Reduced