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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
251	Ingalls & Snyder LLC New York	$13.5M	-$102K	3	0.72%	Reduced
252	LCP Lombardia Capital Partners Pasadena, California	$13.3M	-$861K	1	0.39%	Reduced
253	CS Central Securities New York	$13.2M	-$1.47M	1	2.87%	Reduced
254	KLWA Kelly Lawrence W & Associates Pasadens, California	$13.1M	$0	1	2.8%	Maintained
255	Waratah Capital Advisors Toronto, Ontario, Canada	$13.1M	+$1.7M	1	9.4%	Increased
256	SCM SIR Capital Management New York	$13M	+$11M	2	2.32%	Increased
257	LM Luminus Management Houston, Texas	$12.9M	-$5.29M	1	0.42%	Reduced
258	Citigroup New York	$12.7M	+$2.42M	11	0.01%	Increased
259	Meag Munich Ergo Munich, Germany	$12.7M	$0	1	0.59%	Maintained
260	TPSF Texas Permanent School Fund Austin, Texas	$12.6M	-$1.02M	5	0.14%	Reduced
261	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$12.6M	+$10M	1	2.76%	Increased
262	Brown Advisory Baltimore, Maryland	$12.6M	-$499K	3	0.04%	Reduced
263	Artemis Investment Management Edinburgh, United Kingdom	$12.6M	+$13.1M	1	0.63%	New
264	HA Halsey Associates New Haven, Connecticut	$12.5M	+$1.05K	1	2.81%	Increased
265	KCA KR Capital Advisors New York	$12.4M	+$2.44M	1	2.97%	Increased
266	SAM Skyline Asset Management Chicago, Illinois	$12.2M	+$2.43M	1	0.96%	Increased
267	HL Financial Services Louisville, Kentucky	$12.2M	+$389K	3	0.36%	Increased
268	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$12.2M	+$2.77M	4	0.04%	Increased
269	GWI Grace & White Inc Ny, New York	$12.2M	-$25.8K	1	2.45%	Reduced
270	CIBC Private Wealth Group Atlanta, Georgia	$12M	+$17.1K	1	0.09%	Increased
271	ZWJ Investment Counsel Atlanta, Georgia	$11.9M	-$496K	1	1.28%	Reduced
272	Eaton Vance Management Boston, Massachusetts	$11.8M	+$3.18M	2	0.04%	Increased
273	SAM Shell Asset Management The Hague, Netherlands	$11.7M	-$1.87M	4	0.18%	Reduced
274	PDM Penn Davis McFarland Dallas, Texas	$11.6M	+$12.7M	1	2.52%	New
275	Nisa Investment Advisors St. Louis, Missouri	$11.6M	-$972K	5	0.16%	Reduced