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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	Andra AP-fonden Goteborg, Sweden	$16.9M	+$16.1M	4	0.49%	New
277	State of Michigan Retirement System Lansing, Michigan	$16.9M	+$85.7K	3	0.14%	Increased
278	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$16.7M	-$2.3M	1	0.46%	Reduced
279	WBC Westpac Banking Corp Sydney, Australia	$16.1M	-$535K	4	0.27%	Reduced
280	Burgundy Asset Management Toronto, Ontario, Canada	$16.1M	+$113K	1	0.17%	Increased
281	Picton Mahoney Asset Management Toronto, Ontario, Canada	$15.8M	-$984K	1	1.2%	Reduced
282	LIM Lathrop Investment Management Little Rock, Arkansas	$15.8M	-$349K	1	4.7%	Reduced
283	LC Lunia Capital Dallas, Texas	$15.7M	+$2.65M	1	3.35%	Increased
284	TCM Thames Capital Management Roseland, New Jersey	$15.7M	$0	1	4.41%	Maintained
285	Aristotle Atlantic Partners Sarasota, Florida	$15.6M	-$21.3K	1	4.75%	Reduced
286	CT Cambridge Trust Cambridge, Massachusetts	$15.6M	+$570K	2	0.93%	Increased
287	Marshall Wace North America New York	$15.5M	-$25.4M	4	0.11%	Reduced
288	MSL Mackay Shields LLC New York	$15.5M	-$2.32M	4	0.11%	Reduced
289	HA Heartland Advisors Milwaukee, Wisconsin	$15M	-$302K	2	1.11%	Reduced
290	Gulf International Bank (UK) London, United Kingdom	$14.8M	+$125K	4	0.26%	Increased
291	MC MIG Capital Newport Beach, California	$14.7M	+$14.4M	1	1.99%	New
292	Advisors Asset Management Monument, Colorado	$14.6M	-$528K	6	0.27%	Reduced
293	TEC Tiger Eye Capital Nashville, Tennessee	$14.5M	+$12.2M	1	3.51%	Increased
294	BFO Boston Family Office Boston, Massachusetts	$14.4M	+$635K	3	1.56%	Increased
295	Man Group London, United Kingdom	$14.2M	-$5.71M	5	0.05%	Reduced
296	HCMNY Howard Capital Management (New York) New York	$14.2M	-$193K	1	2%	Reduced
297	Nomura Asset Management Tokyo, Japan	$14.1M	-$6.62K	4	0.14%	Reduced
298	MCM Maple Capital Management Montpelier, Vermont	$14.1M	+$47.7K	1	3.32%	Increased
299	Pinnacle Associates New York	$13.9M	-$305K	3	0.31%	Reduced
300	TPSF Texas Permanent School Fund Austin, Texas	$13.8M	-$297K	5	0.22%	Reduced