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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	CIP Champlain Investment Partners Burlington, Vermont	$13.4M	-$235K	1	0.2%	Reduced
252	FBA Front Barnett Associates Chicago, Illinois	$13.4M	+$36K	1	2.56%	Increased
253	MFP Michael F. Price	$13.4M	+$883K	1	1.78%	Increased
254	CAM Cortina Asset Management Milwaukee, Wisconsin	$13.3M	+$4.45M	1	0.57%	Increased
255	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$13.1M	-$1.16M	3	4.42%	Reduced
256	Nisa Investment Advisors St. Louis, Missouri	$13.1M	+$241K	8	0.17%	Increased
257	ICOM Investment Counselors of Maryland Baltimore, Maryland	$13M	-$9.6M	2	0.78%	Reduced
258	Bahl & Gaynor Cincinnati, Ohio	$12.7M	-$78.1K	1	0.15%	Reduced
259	TPSF Texas Permanent School Fund Austin, Texas	$12.5M	-$541K	5	0.17%	Reduced
260	Chartwell Investment Partners Berywn, Pennsylvania	$12.4M	-$936K	2	0.22%	Reduced
261	Fort Washington Investment Advisors Cincinnati, Ohio	$12.4M	-$34.9K	1	0.22%	Reduced
262	AIA AGF Investments America Toronto, Ontario, Canada	$12.3M	-$1.24M	2	5.34%	Reduced
263	HighTower Advisors Chicago, Illinois	$12.2M	-$6.05K	3	0.14%	Reduced
264	Putnam Investments Boston, Massachusetts	$12.2M	-$2.2M	3	0.03%	Reduced
265	Cookson Peirce & Co Pittsburgh, Pennsylvania	$12M	-$61.8K	1	1.69%	Reduced
266	SI Sprott Inc Toronto, Ontario, Canada	$11.9M	+$7.62M	2	0.42%	Increased
267	State of Michigan Retirement System Lansing, Michigan	$11.9M	-$2.39M	3	0.09%	Reduced
268	BPM Bronson Point Management Fairfield, Connecticut	$11.9M	+$4.18M	1	3.6%	Increased
269	SCM Suffolk Capital Management New York	$11.7M	-$5.8M	2	1.61%	Reduced
270	Great Lakes Advisors Chicago, Illinois	$11.7M	+$6.22M	2	0.32%	Increased
271	Waratah Capital Advisors Toronto, Ontario, Canada	$11.6M	+$11M	2	2.07%	New
272	WAM Water Asset Management New York	$11.5M	-$882K	2	9.76%	Reduced
273	Nuveen Charlotte, North Carolina	$11.5M	-$4.03M	4	0.07%	Reduced
274	Highbridge Capital Management New York	$11.5M	-$3.63M	1	0.18%	Reduced
275	HCMNY Howard Capital Management (New York) New York	$11.5M	-$285K	1	2.09%	Reduced