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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
276	SCM Sanoor Capital Management Greenwich, Connecticut	$12.5M	+$1.12M	1	7.95%	Increased
277	Gulf International Bank (UK) London, United Kingdom	$12.5M	+$234K	3	0.18%	Increased
278	Flossbach Von Storch Cologne, Germany	$12.5M	-$13.2M	1	0.14%	Reduced
279	SIMC Stillwater Investment Management (California) Palo Alto, California	$12.4M	+$3.74M	1	3.22%	Increased
280	TCW Group Los Angeles, California	$12.3M	+$5.94M	3	0.1%	Increased
281	Great Lakes Advisors Chicago, Illinois	$12.2M	+$2.19M	2	0.3%	Increased
282	ICOM Investment Counselors of Maryland Baltimore, Maryland	$12.2M	$0	2	0.63%	Maintained
283	Candriam SCA Strassen, Luxembourg, Luxembourg	$12.1M	+$4.4M	2	0.23%	Increased
284	Nuveen Charlotte, North Carolina	$11.8M	-$893K	2	0.08%	Reduced
285	Arizona State Retirement System Phoenix, Arizona	$11.4M	+$31.2K	5	0.16%	Increased
286	Colony Group Boston, Massachusetts	$11.3M	+$682K	3	0.81%	Increased
287	WPC Waters Parkerson & Co New Orleans, Louisiana	$11.3M	+$348K	1	1.05%	Increased
288	LSV Asset Management Chicago, Illinois	$10.9M	+$10.5M	1	0.02%	New
289	Tudor Investment Corp Stamford, Connecticut	$10.8M	-$8.26M	2	0.33%	Reduced
290	DA Denali Advisors San Diego, California	$10.5M	-$2.93M	2	1.72%	Reduced
291	Jacobs Levy Equity Management Florham Park, New Jersey	$10.5M	+$5.17M	1	0.22%	Increased
292	TCM TVR Capital Management Stamford, Connecticut	$10.4M	+$7.49M	2	2.82%	Increased
293	Fjarde Ap-fonden Stockholm, Sweden	$10.4M	+$1.84M	3	0.21%	Increased
294	ECP Electron Capital Partners New York	$10.3M	-$2.07M	2	2.03%	Reduced
295	HCMNY Howard Capital Management (New York) New York	$10.2M	+$72.9K	1	1.61%	Increased
296	Daiwa Securities Group Tokyo, Japan	$10.2M	+$4.3M	4	0.07%	Increased
297	Mutual of America Capital Management New York	$10.2M	+$144K	5	0.18%	Increased
298	SRC Stone Run Capital New York	$10.1M	+$18.2K	2	5.59%	Increased
299	Pinnacle Associates New York	$10.1M	-$441K	1	0.19%	Reduced
300	Oregon Public Employees Retirement Fund Tigard, Oregon	$10M	-$3.43M	3	0.17%	Reduced