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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	RBCM Raub Brock Capital Management Larkspur, California	$24.7M	-$186K	1	4.01%	Reduced
277	William Blair & Company Chicago, Illinois	$24.6M	+$1.47M	3	0.09%	Increased
278	Osaic Holdings Scottsdale, Arizona	$24.5M	-$2.41M	11	0.07%	Reduced
279	Colony Group Boston, Massachusetts	$24.3M	+$251K	2	0.56%	Increased
280	FBA Front Barnett Associates Chicago, Illinois	$24M	+$149K	1	2.85%	Increased
281	Chartwell Investment Partners Berywn, Pennsylvania	$23.9M	-$1.74M	3	0.76%	Reduced
282	CS Central Securities New York	$23.3M	$0	1	3.02%	Maintained
283	TCM Tributary Capital Management Omaha, Nebraska	$23.2M	-$1.08M	2	1.66%	Reduced
284	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$23.1M	+$765K	1	2.42%	Increased
285	CI Cooper Investors Melbourne, Victoria, Australia	$22.8M	+$885K	1	1.82%	Increased
286	Two Sigma Advisers New York	$22.5M	-$8.08M	9	0.06%	Reduced
287	Bridges Investment Management Omaha, Nebraska	$22.4M	-$367K	1	0.69%	Reduced
288	Driehaus Capital Management Chicago, Illinois	$22.3M	+$755K	3	0.36%	Increased
289	1CP 11 Capital Partners Darien, Connecticut	$22.1M	+$21.1M	1	6.5%	New
290	GW&K Investment Management Boston, Massachusetts	$22M	+$2.35M	1	0.23%	Increased
291	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$22M	-$14.2M	2	0.69%	Reduced
292	Mairs & Power Inc St Paul, Minnesota	$21.9M	-$3.89M	1	0.24%	Reduced
293	Fenimore Asset Management Cobleskill, New York	$21.7M	+$3.3K	2	0.61%	Increased
294	Lazard Asset Management New York	$21.4M	+$14.5M	8	0.03%	Increased
295	RR Robotti Robert	$21.4M	-$374K	1	6.25%	Reduced
296	MSL Mackay Shields LLC New York	$21.4M	-$907K	6	0.15%	Reduced
297	Smith Salley Wealth Management Greensboro, North Carolina	$21.3M	+$4.39M	3	2.16%	Increased
298	GIP Granite Investment Partners El Segundo, California	$21.3M	-$3.98M	1	0.75%	Reduced
299	BFO Boston Family Office Boston, Massachusetts	$21.1M	+$66K	3	1.63%	Increased
300	HCM Horan Capital Management Hunt Valley, Maryland	$21M	+$475K	1	2.65%	Increased