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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	SAM Scopus Asset Management New York	$13M	+$2.12M	2	0.17%	Increased
252	FBA Front Barnett Associates Chicago, Illinois	$12.9M	+$2.33K	1	2.61%	Increased
253	ACM Atlanta Capital Management Atlanta, Georgia	$12.8M	+$2.4M	1	0.09%	Increased
254	Ingalls & Snyder LLC New York	$12.7M	+$128K	2	0.75%	Increased
255	Handelsbanken Fonder Stockholm, Sweden	$12.3M	+$1.96M	2	0.5%	Increased
256	PDM Penn Davis McFarland Dallas, Texas	$12.3M	-$3.06M	1	3.26%	Reduced
257	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$12.2M	+$1.81M	2	0.11%	Increased
258	BNP Paribas Asset Management Paris, France	$12.2M	+$351K	4	0.1%	Increased
259	Bahl & Gaynor Cincinnati, Ohio	$12M	-$170K	1	0.16%	Reduced
260	TPSF Texas Permanent School Fund Austin, Texas	$11.9M	-$715K	5	0.16%	Reduced
261	AIA AGF Investments America Toronto, Ontario, Canada	$11.9M	$0	2	5.39%	Maintained
262	D.E. Shaw & Co New York	$11.9M	-$18.4M	7	0.02%	Reduced
263	Castleark Management Chicago, Illinois	$11.8M	+$6.69M	3	0.38%	Increased
264	Nisa Investment Advisors St. Louis, Missouri	$11.8M	-$14.3K	8	0.16%	Reduced
265	KI Kalmar Investments Greenville, Delaware	$11.7M	+$10.4M	1	0.52%	New
266	RR Robotti Robert	$11.7M	+$8.96M	1	4.2%	Increased
267	RCM Riverhead Capital Management Wilmington, Delaware	$11.6M	-$17.3M	6	0.37%	Reduced
268	Fort Washington Investment Advisors Cincinnati, Ohio	$11.6M	-$8.74K	1	0.22%	Reduced
269	Brown Advisory Baltimore, Maryland	$11.5M	+$1.26M	3	0.04%	Increased
270	BlueCrest Capital Management St Helier, Jersey	$11.5M	+$10.8M	4	0.47%	Increased
271	Raymond James & Associates St Petersburg, Florida	$11.3M	+$5.58M	7	0.04%	Increased
272	SRC Shufro Rose & Co New York	$11.3M	-$674K	2	1.25%	Reduced
273	PAS Point72 Asia (Singapore) Singapore	$11.2M	+$12M	1	5.49%	New
274	M&T Bank Buffalo, New York	$11.2M	-$91.8K	6	0.08%	Reduced
275	Eaton Vance Management Boston, Massachusetts	$11.1M	+$158K	3	0.03%	Increased