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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	Asset Management One Tokyo, Japan	$63.7M	-$4.53M	7	0.23%	Reduced
202	Credit Agricole Montrouge Cedex, France	$63.7M	+$6.77M	7	0.27%	Increased
203	Fisher Asset Management Camas, Washington	$63.4M	-$226K	4	0.03%	Reduced
204	NZS Capital Denver, Colorado	$63.4M	+$30M	1	2.47%	Increased
205	Janney Montgomery Scott Philadelphia, Pennsylvania	$62.8M	-$873	11	0.18%	Reduced
206	SIC Schwartz Investment Counsel Plymouth, Michigan	$62.7M	$0	1	2.23%	Maintained
207	CF Corebridge Financial Houston, Texas	$62M	-$2.29M	12	0.33%	Reduced
208	Cannell & Spears New York	$61.4M	+$48.3M	2	1.21%	Increased
209	Pinnacle Associates New York	$60.8M	+$2.12M	3	1.03%	Increased
210	Squarepoint New York	$60.6M	+$36M	9	0.09%	Increased
211	Mercer Global Advisors Denver, Colorado	$60.1M	+$2.82K	6	0.14%	Increased
212	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$60.1M	-$3.07M	8	0.26%	Reduced
213	B. Metzler seel. Sohn & Co Frankfurt, Germany	$59.9M	+$525K	4	0.6%	Increased
214	ExodusPoint Capital Management New York	$59.6M	+$14.9M	8	0.36%	Increased
215	EULAV Asset Management Sarasota, Florida	$59.4M	-$7.42M	3	1.45%	Reduced
216	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$59.3M	-$2.85K	4	0.1%	Reduced
217	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$59.2M	+$3.04M	2	2.53%	Increased
218	PGGM Investments Zeist, Netherlands	$59.2M	+$4.68M	4	0.76%	Increased
219	Close Asset Management London, United Kingdom	$59.1M	+$58.6M	2	1.82%	Increased
220	TCW Group Los Angeles, California	$58.9M	+$3.79M	3	0.51%	Increased
221	Geneva Capital Management Milwaukee, Wisconsin	$58.8M	+$157K	2	0.98%	Increased
222	CCM Compass Capital Management Minneapolis, Minnesota	$58.6M	+$380K	1	3.72%	Increased
223	ABN AMRO Investment Solutions Paris Cedex 008,	$57.7M	+$1.66M	3	1.01%	Increased
224	Waratah Capital Advisors Toronto, Ontario, Canada	$57.2M	+$18.1M	1	1.13%	Increased
225	Vest Financial Mclean, Virginia	$55.9M	+$7.19M	4	1.08%	Increased