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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
226	CII CR Intrinsic Investors Stamford, Connecticut	$15.7M	+$2.55M	1	0.49%	Increased
227	SRC Shufro Rose & Co New York	$15.6M	-$559K	2	1.77%	Reduced
228	JP Morgan Private Wealth Advisors San Francisco, California	$15.5M	-$1.57K	3	0.35%	Reduced
229	HA Halsey Associates New Haven, Connecticut	$15.4M	-$165K	1	3.74%	Reduced
230	Thompson Siegel & Walmsley Richmond, Virginia	$15.4M	+$6.47M	3	0.33%	Increased
231	First Manhattan New York	$15.3M	+$269K	7	0.11%	Increased
232	HL Financial Services Louisville, Kentucky	$15.3M	-$7.43M	2	0.54%	Reduced
233	OAM Origin Asset Management London, United Kingdom	$15.3M	-$13.4M	1	1.14%	Reduced
234	TPSF Texas Permanent School Fund Austin, Texas	$15.3M	-$494K	5	0.16%	Reduced
235	IAM Impax Asset Management Portsmouth, New Hampshire	$15.2M	-$2.99M	2	1.02%	Reduced
236	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$15M	+$167K	3	5.21%	Increased
237	Baird Milwaukee, Wisconsin	$14.9M	+$1.06M	4	0.28%	Increased
238	BTP Bloom Tree Partners New York	$14.7M	$0	1	2.71%	Maintained
239	CS Central Securities New York	$14.6M	$0	1	3.52%	Maintained
240	VAM Visium Asset Management New York	$14.6M	+$14.1M	2	0.33%	New
241	EA Euclid Advisors Hartford, Connecticut	$14.4M	+$2.75M	3	0.15%	Increased
242	NC NBW Capital Boston, Massachusetts	$14.2M	+$44.4K	1	2.49%	Increased
243	Nippon Life Global Investors Americas New York	$14.1M	+$2.45M	1	1.53%	Increased
244	Burgundy Asset Management Toronto, Ontario, Canada	$14.1M	-$35.4M	1	0.22%	Reduced
245	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$14M	+$888K	5	0.09%	Increased
246	BB&T Securities Richmond, Virginia	$13.8M	+$125K	4	0.43%	Increased
247	TC TFS Capital West Chester, Pennsylvania	$13.5M	+$6.36M	4	0.62%	Increased
248	HCM Huber Capital Management El Segundo, California	$13.5M	-$7.44M	1	0.47%	Reduced
249	GWI Grace & White Inc Ny, New York	$13.5M	-$1.01M	1	2.68%	Reduced
250	NPF Norris Perne & French Grand Rapids, Michigan	$13.4M	-$55.3K	3	2.77%	Reduced