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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	SEI Investments Oaks, Pennsylvania	$19M	+$3.11M	9	0.09%	Increased
227	Alyeska Investment Group Chicago, Illinois	$19M	-$13.1M	1	0.16%	Reduced
228	DL Delta Lloyd Amsterdam, Netherlands	$18.9M	-$3.23M	2	0.59%	Reduced
229	IFB iAB Financial Bank Fort Wayne, Indiana	$18.9M	-$118K	1	10.66%	Reduced
230	ECP Electron Capital Partners New York	$18.9M	-$8.73M	3	6.34%	Reduced
231	NIMI Natixis Investment Managers International Paris, France	$18.8M	+$347K	5	1.77%	Increased
232	CI Cooper Investors Melbourne, Victoria, Australia	$18.7M	-$5.29M	1	3.34%	Reduced
233	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$18.7M	-$1.21M	1	3.23%	Reduced
234	WC Walthausen & Co Malta, New York	$18.5M	-$6.88M	2	1.71%	Reduced
235	Trillium Asset Management Boston, Massachusetts	$18.4M	-$463K	1	1.21%	Reduced
236	Employees Retirement System of Texas Austin, Texas	$18.4M	-$10.2M	5	0.25%	Reduced
237	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$17.9M	-$1.21M	3	0.19%	Reduced
238	Jupiter Asset Management London, United Kingdom	$17.6M	-$52K	1	0.66%	Reduced
239	CIM Contravisory Investment Management Norwell, Massachusetts	$17.5M	+$10.7M	4	5.96%	Increased
240	ACM American Capital Management New York	$17.2M	+$139K	1	1.33%	Increased
241	JIR James Investment Research Alpha, Ohio	$17.1M	+$11.6M	2	0.44%	Increased
242	Bowen Hanes & Co Ponte Vedra Beach, Florida	$16.9M	+$1.13M	1	0.91%	Increased
243	DAM Dorsey Asset Management Chicago, Illinois	$16.9M	+$16.5M	1	15.79%	New
244	Meag Munich Ergo Munich, Germany	$16.9M	+$285K	2	0.79%	Increased
245	HCM Hodges Capital Management Dallas, Texas	$16.8M	+$14.7M	1	0.77%	New
246	First Manhattan New York	$16.6M	-$355K	7	0.1%	Reduced
247	Macquarie Group Sydney, NSW 2000, Australia	$16.6M	+$1.11M	4	0.03%	Increased
248	Laurion Capital Management New York	$16.5M	+$14.2M	2	0.16%	Increased
249	Johnson Investment Counsel Cincinnati, Ohio	$16.2M	+$13.5M	2	0.5%	Increased
250	CIP Champlain Investment Partners Burlington, Vermont	$16M	-$215K	1	0.22%	Reduced