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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	GTP Global Thematic Partners New York	$26.2M	-$176K	1	1.22%	Reduced
227	SM Sunriver Management Greenwich, Connecticut	$26.1M	+$23.6M	1	5.2%	New
228	AIA AGF Investments America Toronto, Ontario, Canada	$26.1M	-$580K	2	9.27%	Reduced
229	Comerica Bank Dallas, Texas	$25.9M	-$1.92M	5	0.21%	Reduced
230	Fjarde Ap-fonden Stockholm, Sweden	$25.6M	+$3.65M	3	0.32%	Increased
231	Raymond James Financial Services Advisors St. Petersburg, Florida	$25.2M	+$1.31M	5	0.1%	Increased
232	Rubric Capital Management (New York) New York	$25.2M	+$22.8M	1	2.35%	New
233	TCM Tributary Capital Management Omaha, Nebraska	$25M	+$2.78M	2	1.81%	Increased
234	First Merchants Corp Muncie, Indiana	$24.7M	$0	1	3.98%	Maintained
235	Trillium Asset Management Boston, Massachusetts	$24.5M	+$180K	1	1.24%	Increased
236	United Capital Financial Advisors Irving, Texas	$24.4M	-$444K	5	0.17%	Reduced
237	HP Hikari Power Tokyo, Japan	$24.1M	$0	1	2.53%	Maintained
238	Kennedy Capital Management St Louis, Missouri	$24.1M	-$1.21M	4	0.57%	Reduced
239	Virginia Retirement Systems Richmond, Virginia	$23.7M	+$1.14M	5	0.28%	Increased
240	Ingalls & Snyder LLC New York	$23.6M	-$38.9K	1	1.13%	Reduced
241	Aviva London, United Kingdom	$23.1M	-$13.4M	4	0.15%	Reduced
242	Nisa Investment Advisors St. Louis, Missouri	$22.8M	-$27.9K	8	0.22%	Reduced
243	ZWJ Investment Counsel Atlanta, Georgia	$22.8M	+$1.59M	2	1.88%	Increased
244	Glenview Trust Louisville, Kentucky	$22.8M	-$205K	1	1.46%	Reduced
245	Thompson Siegel & Walmsley Richmond, Virginia	$22.6M	+$20.3M	2	0.32%	Increased
246	ACI AMP Capital Investors Sydney, Australia	$22M	-$5.41M	4	0.12%	Reduced
247	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$21.8M	+$382K	2	2.41%	Increased
248	KLWA Kelly Lawrence W & Associates Pasadens, California	$21.4M	-$152K	1	3.87%	Reduced
249	TIP Torray Investment Partners Bethesda, Maryland	$21.4M	+$4.9M	1	2.26%	Increased
250	OAMU Ostrum Asset Management US New York	$21.4M	-$12.5M	1	5.96%	Reduced