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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	PC Port Capital Chicago, Illinois	$19.2M	+$484K	2	2.19%	Increased
277	ESCM Echo Street Capital Management New York	$19M	+$3.31M	1	0.32%	Increased
278	Meag Munich Ergo Munich, Germany	$19M	+$1.78M	3	0.98%	Increased
279	RR Robotti Robert	$18.9M	-$82.3K	1	5.77%	Reduced
280	ExodusPoint Capital Management New York	$18.9M	+$15.3M	6	0.66%	Increased
281	CI Cooper Investors Melbourne, Victoria, Australia	$18.8M	+$194K	1	2.13%	Increased
282	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$18.7M	+$85K	1	2.76%	Increased
283	Bridges Investment Management Omaha, Nebraska	$18.6M	+$489K	2	0.71%	Increased
284	LIM Lathrop Investment Management Little Rock, Arkansas	$18.5M	-$264K	1	5.11%	Reduced
285	LHC Lodge Hill Capital New York	$18.2M	-$6.69M	1	5.26%	Reduced
286	Guggenheim Capital Chicago, Illinois	$18.1M	-$529K	7	0.14%	Reduced
287	Advisors Asset Management Monument, Colorado	$18M	+$717K	6	0.33%	Increased
288	Two Sigma Advisers New York	$17.6M	+$8.27M	7	0.04%	Increased
289	NN Investment Partners Holdings The Hague, Netherlands	$17.6M	+$461K	2	0.14%	Increased
290	Squarepoint New York	$17.6M	-$1.01M	7	0.16%	Reduced
291	First Manhattan New York	$17.6M	-$968K	7	0.1%	Reduced
292	Hancock Whitney Gulfport, Mississippi	$17.4M	-$981K	3	0.57%	Reduced
293	Flossbach Von Storch Cologne, Germany	$17M	+$3.49M	1	0.14%	Increased
294	Aristotle Atlantic Partners Sarasota, Florida	$16.7M	+$195K	1	4.8%	Increased
295	Baillie Gifford & Co Edinburgh, United Kingdom	$16.4M	+$1.23M	1	0.02%	Increased
296	BFO Boston Family Office Boston, Massachusetts	$16.2M	+$1.27M	3	1.68%	Increased
297	Nomura Asset Management Tokyo, Japan	$16.1M	+$581K	4	0.15%	Increased
298	ArrowMark Colorado Holdings Denver, Colorado	$16.1M	-$2.44M	2	0.16%	Reduced
299	Colony Group Boston, Massachusetts	$16M	-$254K	2	0.51%	Reduced
300	CT Cambridge Trust Cambridge, Massachusetts	$16M	+$25.3K	2	0.93%	Increased