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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	ONPI Owls Nest Partners IA Chadds Ford, Pennsylvania	$36.2M	+$13.1M	1	12.68%	Increased
277	Royce & Associates New York	$36.1M	-$7.03M	5	0.36%	Reduced
278	Commonwealth Equity Services Waltham, Massachusetts	$36M	-$594K	8	0.05%	Reduced
279	MetLife Investment Management Whippany, New Jersey	$35.9M	-$586K	12	0.18%	Reduced
280	DF Dent & Co Baltimore, Maryland	$35.6M	+$2.48M	2	0.68%	Increased
281	CIBC Asset Management Toronto, Ontario, Canada	$34.6M	-$2.37M	8	0.08%	Reduced
282	Resona Asset Management Koto-Ku,tokyo, Japan	$34.3M	+$758K	3	0.17%	Increased
283	JSC J. Stern & Co London, United Kingdom	$34.3M	-$6.12M	1	3.33%	Reduced
284	Retirement Systems of Alabama Montgomery, Alabama	$34.2M	+$220K	5	0.11%	Increased
285	ASR Vermogensbeheer Utrecht, Netherlands	$34M	+$553K	3	0.4%	Increased
286	United Capital Financial Advisors Irving, Texas	$33.9M	-$288K	3	0.21%	Reduced
287	DCP Distillate Capital Partners Chicago, Illinois	$33.8M	+$24.1M	2	1.78%	Increased
288	Needham Investment Management New York	$33.7M	+$6.69M	3	1.72%	Increased
289	Jennison Associates New York	$33.7M	-$46.2M	2	0.02%	Reduced
290	Select Equity Group New York	$33.5M	-$5.08M	2	0.17%	Reduced
291	CCP Clarkston Capital Partners Rochester, Michigan	$33.4M	+$33M	1	2.55%	Increased
292	DP DDD Partners Bellevue, Washington	$33.1M	-$1.35M	1	2.28%	Reduced
293	Covea Finance Paris, France	$32.9M	-$2.61M	2	1.15%	Reduced
294	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$32.9M	-$2.41M	2	2.41%	Reduced
295	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$32.9M	-$9.1M	9	0.11%	Reduced
296	Carson Wealth (CWM LLC) Omaha, Nebraska	$32.3M	-$4.11M	12	0.08%	Reduced
297	PP PDT Partners New York	$32.2M	+$5.51M	5	1.91%	Increased
298	Hennessy Advisors Inc Novato, California	$31.9M	-$3.56M	1	1.15%	Reduced
299	WM Wishbone Management Chicago, Illinois	$31.8M	+$33.2M	1	23.49%	New
300	OAM Ophir Asset Management Sydney, Australia	$31.8M	-$5.34M	1	3.71%	Reduced