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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	United Capital Financial Advisors Irving, Texas	$15.8M	-$83.7K	4	0.16%	Reduced
227	ESCM Echo Street Capital Management New York	$15.7M	+$14.6M	1	0.66%	Increased
228	Bowen Hanes & Co Ponte Vedra Beach, Florida	$15.5M	-$1.12M	2	0.84%	Reduced
229	Macquarie Group Sydney, NSW 2000, Australia	$15.4M	-$1.72M	4	0.03%	Reduced
230	Kornitzer Capital Management Shawnee Mission, Kansas	$15.4M	-$3.26K	2	0.28%	Reduced
231	SCM Suffolk Capital Management New York	$15.4M	-$999K	2	1.98%	Reduced
232	1832 Asset Management Toronto, Ontario, Canada	$15.2M	+$13.9M	2	0.06%	Increased
233	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$15M	+$695K	3	5.08%	Increased
234	Aberdeen Asset Management Aberdeen, United Kingdom	$14.7M	-$561K	3	0.05%	Reduced
235	DA Denali Advisors San Diego, California	$14.7M	+$13.3M	1	2.53%	Increased
236	CIP Champlain Investment Partners Burlington, Vermont	$14.6M	-$75.2K	1	0.25%	Reduced
237	ZC Zelman Capital Beachwood, Ohio	$14.5M	+$4.82M	1	2.58%	Increased
238	CI Global Investments Oakland, California	$14.5M	$0	1	0.35%	Maintained
239	NIMI Natixis Investment Managers International Paris, France	$14.4M	+$397K	5	1.58%	Increased
240	Nuveen Charlotte, North Carolina	$14.4M	-$7.29M	4	0.09%	Reduced
241	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$14.4M	-$1.05M	1	0.29%	Reduced
242	ACI AMP Capital Investors Sydney, Australia	$14.3M	-$4.18M	4	0.1%	Reduced
243	CC Cipher Capital New York	$13.8M	-$2.11M	3	0.97%	Reduced
244	MPAM Monarch Partners Asset Management Boston, Massachusetts	$13.7M	-$173K	1	1.37%	Reduced
245	CS Central Securities New York	$13.6M	$0	1	3.17%	Maintained
246	FWSM First Wilshire Securities Management Pasadena, California	$13.6M	-$161K	1	4.38%	Reduced
247	Highbridge Capital Management New York	$13.6M	+$14.1M	2	0.22%	New
248	LIM Lathrop Investment Management Little Rock, Arkansas	$13.2M	+$85.5K	1	4.09%	Increased
249	State of Michigan Retirement System Lansing, Michigan	$13.2M	+$527K	3	0.1%	Increased
250	Putnam Investments Boston, Massachusetts	$13.1M	-$383K	2	0.03%	Reduced