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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	FWSM First Wilshire Securities Management Pasadena, California	$21.3M	-$946K	2	7.27%	Reduced
252	CS Central Securities New York	$20.5M	-$1.52M	1	3.26%	Reduced
253	BNP Paribas Asset Management Paris, France	$20.1M	-$2.33M	4	0.17%	Reduced
254	RR Robotti Robert	$20.1M	-$161K	1	7.08%	Reduced
255	Wedge Capital Management Charlotte, North Carolina	$19.8M	-$2.98M	2	0.23%	Reduced
256	CI Cooper Investors Melbourne, Victoria, Australia	$19.6M	+$290K	1	2.4%	Increased
257	Homestead Advisers Arlington, Virginia	$19.5M	-$12.5M	1	0.36%	Reduced
258	FBA Front Barnett Associates Chicago, Illinois	$18.9M	-$50.5K	1	3.05%	Reduced
259	DSI Daiwa SB Investments Tokyo, Japan	$18.9M	-$1.1M	3	3.74%	Reduced
260	NN Investment Partners Holdings The Hague, Netherlands	$18.9M	+$2.27M	2	0.15%	Increased
261	ArrowMark Colorado Holdings Denver, Colorado	$18.8M	+$268K	2	0.18%	Increased
262	Hancock Whitney Gulfport, Mississippi	$18.8M	+$2.79M	4	0.6%	Increased
263	BAPIM British Airways Pensions Investment Management London, United Kingdom	$18.6M	+$1.96M	1	0.7%	Increased
264	HCM Hutchinson Capital Management San Rafael, California	$18.5M	-$45.2K	1	5.57%	Reduced
265	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$18.5M	-$58.6K	1	2.95%	Reduced
266	Marshall Wace London, United Kingdom	$18.2M	-$9.94M	1	0.17%	Reduced
267	First Manhattan New York	$18.1M	-$273K	7	0.1%	Reduced
268	PC Port Capital Chicago, Illinois	$18M	+$291K	2	2.36%	Increased
269	Credit Agricole Montrouge Cedex, France	$18M	+$4M	2	0.98%	Increased
270	Bridges Investment Management Omaha, Nebraska	$17.9M	-$139K	2	0.73%	Reduced
271	Guggenheim Capital Chicago, Illinois	$17.7M	-$3.71M	10	0.14%	Reduced
272	Crawford Investment Counsel Atlanta, Georgia	$17.7M	+$1.2M	3	0.53%	Increased
273	Meag Munich Ergo Munich, Germany	$17.4M	-$2.75M	3	1.43%	Reduced
274	MCI McDonald Capital Investors Orinda, California	$17.3M	-$696K	1	1.44%	Reduced
275	1832 Asset Management Toronto, Ontario, Canada	$17.2M	+$3.41M	2	0.06%	Increased