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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	HighTower Advisors Chicago, Illinois	$40.7M	+$5.95M	10	0.06%	Increased
277	PC Port Capital Chicago, Illinois	$40.6M	+$703K	1	1.82%	Increased
278	Merewether Investment Management Dallas, Texas	$40.5M	+$6.59M	1	1.86%	Increased
279	Todd Asset Management Louisville, Kentucky	$40.3M	-$7.63M	1	0.94%	Reduced
280	Nissay Asset Management Tokyo, Japan	$40.2M	-$13.6M	5	0.25%	Reduced
281	MFC Mechanics Financial Corp Mansfield, Ohio	$40.2M	+$19.9M	2	17.58%	Increased
282	Belpointe Asset Management Reno, Nevada	$40.1M	-$79K	4	2.41%	Reduced
283	FCM Fernbridge Capital Management Los Angeles, California	$39.8M	+$20.6M	1	2.45%	Increased
284	NI Nuance Investments Kansas City, Missouri	$39.8M	-$67.9M	1	1.34%	Reduced
285	Wealth Enhancement Advisory Services Plymouth, Minnesota	$39M	-$2.56M	8	0.08%	Reduced
286	Algert Global San Francisco, California	$38.7M	+$12.3M	5	1.04%	Increased
287	Cubist Systematic Strategies Stamford, Connecticut	$38.5M	-$22M	7	0.24%	Reduced
288	Sequoia Financial Advisors Akron, Ohio	$38.1M	+$2.43M	3	0.41%	Increased
289	ROC Running Oak Capital Edina, Minnesota	$38.1M	+$12.8M	3	5.16%	Increased
290	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$37.8M	-$736K	1	3.08%	Reduced
291	MN Services Vermogensbeheer The Hague, Netherlands	$37.7M	-$1.24M	3	0.26%	Reduced
292	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$37.7M	-$787K	1	0.12%	Reduced
293	WIM Weitz Investment Management Omaha, Nebraska	$37M	$0	1	1.82%	Maintained
294	PineBridge Investments New York	$36.8M	+$5.44M	3	0.28%	Increased
295	Schonfeld Strategic Advisors New York	$36.7M	-$35.4M	9	0.24%	Reduced
296	Martingale Asset Management Boston, Massachusetts	$36.5M	-$4.28M	6	0.84%	Reduced
297	Rafferty Asset Management New York	$36.4M	-$1.58M	4	0.12%	Reduced
298	MIM Manitou Investment Management Toronto, Ontario, Canada	$36.3M	+$35.2M	1	6.9%	Increased
299	Guinness Asset Management London, United Kingdom	$36.1M	-$133K	2	0.68%	Reduced
300	CIBC Asset Management Toronto, Ontario, Canada	$35.5M	+$1.14M	5	0.12%	Increased