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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	First Manhattan New York	$16.9M	+$46.2K	7	0.1%	Increased
227	Suntrust Banks Atlanta, Georgia	$16.9M	+$927K	6	0.11%	Increased
228	Moore Capital Management New York	$16.5M	+$11.8M	2	0.36%	Increased
229	Stifel Financial St. Louis, Missouri	$16.3M	+$160K	6	0.09%	Increased
230	Bowen Hanes & Co Ponte Vedra Beach, Florida	$16M	$0	1	0.77%	Maintained
231	CIBC Private Wealth Group Atlanta, Georgia	$15.9M	+$1.67M	1	0.12%	Increased
232	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$15.8M	+$14.1M	1	2.38%	New
233	Citigroup New York	$15.8M	-$964K	11	0.02%	Reduced
234	Hancock Whitney Gulfport, Mississippi	$15.7M	+$14.7M	1	0.6%	New
235	ACI AMP Capital Investors Sydney, Australia	$15.4M	-$2.5M	4	0.09%	Reduced
236	Lazard Asset Management New York	$15.4M	-$2.66M	1	0.03%	Reduced
237	CAM Cortina Asset Management Milwaukee, Wisconsin	$15.2M	-$3.86M	1	0.66%	Reduced
238	ACM American Capital Management New York	$15.2M	+$998K	1	1.5%	Increased
239	KLWA Kelly Lawrence W & Associates Pasadens, California	$15.1M	-$221K	1	3.27%	Reduced
240	RIM Ranger Investment Management Dallas, Texas	$15.1M	+$12.7M	2	0.74%	Increased
241	First National Bank of Omaha Omaha, Nebraska	$14.7M	-$4.98K	3	1.01%	Reduced
242	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$14.7M	+$234K	5	0.11%	Increased
243	Ingalls & Snyder LLC New York	$14.3M	-$285K	1	0.79%	Reduced
244	Capital Fund Management (CFM) Paris, France	$14.3M	+$4.78M	2	0.2%	Increased
245	CCMH Cornerstone Capital Management Holdings New York	$14.2M	+$2.46M	4	0.13%	Increased
246	TCW Group Los Angeles, California	$14.2M	-$534K	3	0.07%	Reduced
247	SG Americas Securities New York	$14.2M	-$11.1M	4	0.08%	Reduced
248	SRC Shufro Rose & Co New York	$14.1M	+$415K	2	1.45%	Increased
249	WBC Westpac Banking Corp Sydney, Australia	$14M	-$31.3M	4	0.12%	Reduced
250	CCP Cryder Capital Partners London, United Kingdom	$14M	-$728K	1	9.86%	Reduced