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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	EULAV Asset Management Sarasota, Florida	$17M	+$77K	2	0.92%	Increased
227	First Manhattan New York	$16.9M	-$1.11M	7	0.11%	Reduced
228	ALA Atherton Lane Advisers Menlo Park, California	$16.8M	+$2.14M	1	1.04%	Increased
229	British Columbia Investment Management Victoria, British Columbia, Canada	$16.7M	+$807K	3	0.14%	Increased
230	Citigroup New York	$16.7M	+$2.22M	10	0.02%	Increased
231	CC Carlson Capital Dallas, Texas	$16.7M	-$5.53M	1	0.19%	Reduced
232	Bowen Hanes & Co Ponte Vedra Beach, Florida	$16.6M	-$365K	1	0.8%	Reduced
233	Brown Advisory Baltimore, Maryland	$16.6M	-$535M	3	0.05%	Reduced
234	Fidelity International Hamilton, Bermuda	$16.4M	+$16.7M	1	0.06%	New
235	HA Halsey Associates New Haven, Connecticut	$16.3M	-$389K	1	3.7%	Reduced
236	NPF Norris Perne & French Grand Rapids, Michigan	$16.3M	-$15.2K	3	3.2%	Reduced
237	LCP Lombardia Capital Partners Pasadena, California	$16.2M	-$115K	1	0.44%	Reduced
238	SRC Shufro Rose & Co New York	$16.1M	-$1.04M	2	1.69%	Reduced
239	HA Heartland Advisors Milwaukee, Wisconsin	$16M	$0	1	0.28%	Maintained
240	Aviva London, United Kingdom	$15.9M	+$989K	4	0.13%	Increased
241	Thompson Siegel & Walmsley Richmond, Virginia	$15.7M	-$681K	3	0.35%	Reduced
242	HL Financial Services Louisville, Kentucky	$15.4M	-$325K	1	0.47%	Reduced
243	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$15.4M	+$614K	1	2.2%	Increased
244	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$15.4M	-$1.13M	5	0.1%	Reduced
245	Nippon Life Global Investors Americas New York	$15.4M	+$700K	1	1.52%	Increased
246	TI Turner Investments Berwyn, Pennsylvania	$15.3M	+$3.8M	2	0.41%	Increased
247	Gotham Asset Management New York	$15.3M	+$5.77M	5	0.23%	Increased
248	BNP Paribas Financial Markets Paris, France	$15.2M	-$1.58M	9	0.01%	Reduced
249	ArrowMark Colorado Holdings Denver, Colorado	$15.2M	-$23.9M	1	0.49%	Reduced
250	HCM Huber Capital Management El Segundo, California	$15.2M	-$685K	1	0.4%	Reduced