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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
301	VAM Visium Asset Management New York	$8.47M	+$7.9M	2	0.14%	Increased
302	VBCP Vollero Beach Capital Partners New York	$8.45M	+$3.49M	2	2.93%	Increased
303	Public Employees Retirement Association of Colorado Denver, Colorado	$8.27M	-$150K	7	0.07%	Reduced
304	WPC Waters Parkerson & Co New Orleans, Louisiana	$8.22M	-$22.3K	1	0.91%	Reduced
305	SIA SeaBridge Investment Advisors Summit, New Jersey	$8.16M	-$411K	1	1.98%	Reduced
306	NC NBW Capital Boston, Massachusetts	$8.13M	-$210K	1	2.58%	Reduced
307	MCM Monarch Capital Management Fort Wayne, Indiana	$8.13M	+$238K	2	2.93%	Increased
308	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$8.12M	+$2.82M	3	0.02%	Increased
309	Vident Investment Advisory Alpharetta, Georgia	$8.09M	+$3.79M	2	0.5%	Increased
310	Royal London Asset Management United Kingdom	$8.02M	-$3.59M	4	0.2%	Reduced
311	Numeric Investors Boston, Massachusetts	$7.95M	-$1.25M	2	0.08%	Reduced
312	Fjarde Ap-fonden Stockholm, Sweden	$7.93M	+$806K	4	0.18%	Increased
313	JGUA John G. Ullman & Associates Corning, New York	$7.88M	-$97.7K	2	1.85%	Reduced
314	LCP Lombardia Capital Partners Pasadena, California	$7.88M	+$540K	1	0.41%	Increased
315	AT Acadia Trust Portland, Maine	$7.69M	-$2.21K	1	2.49%	Reduced
316	William Blair Investment Management Chicago, Illinois	$7.63M	-$43.8K	2	0.03%	Reduced
317	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$7.62M	+$57.8K	3	0.16%	Increased
318	HA Halsey Associates New Haven, Connecticut	$7.6M	-$327K	1	1.71%	Reduced
319	ExxonMobil Investment Management Irving, Texas	$7.57M	+$560K	3	0.17%	Increased
320	ProShare Advisors Bethesda, Maryland	$7.54M	-$745K	6	0.1%	Reduced
321	RU RobecoSam USA New York	$7.5M	-$1.04M	3	9.71%	Reduced
322	EAM Exane Asset Management Paris, France	$7.45M	+$7.3M	1	3.88%	New
323	Miller Howard Investments Kingston, New York	$7.41M	+$292K	2	0.14%	Increased
324	Martingale Asset Management Boston, Massachusetts	$7.37M	-$207K	2	0.15%	Reduced
325	Foresters Investment Management New York	$7.31M	$0	1	0.15%	Maintained