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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	First National Bank of Omaha Omaha, Nebraska	$11.5M	+$1.42M	2	0.71%	Increased
302	D.A. Davidson & Co Great Falls, Montana	$11.4M	-$117K	3	0.22%	Reduced
303	Daiwa Securities Group Tokyo, Japan	$11.3M	+$13.9K	4	0.08%	Increased
304	M&T Bank Buffalo, New York	$11.3M	+$663K	7	0.06%	Increased
305	SRC Stone Run Capital New York	$10.9M	-$53.4K	2	5.61%	Reduced
306	Mutual of America Capital Management New York	$10.9M	-$169K	5	0.18%	Reduced
307	CT Cambridge Trust Cambridge, Massachusetts	$10.8M	+$725K	1	0.73%	Increased
308	CNB Camden National Bank Camden, Maine	$10.8M	-$59.2K	1	3.2%	Reduced
309	CC Carlson Capital Dallas, Texas	$10.8M	+$9.55M	1	0.19%	New
310	Fjarde Ap-fonden Stockholm, Sweden	$10.8M	-$344K	3	0.21%	Reduced
311	HA Heartland Advisors Milwaukee, Wisconsin	$10.7M	-$530K	1	0.69%	Reduced
312	ECP Electron Capital Partners New York	$10.7M	+$1.07M	2	1.99%	Increased
313	Pendal Group Sydney, Australia	$10.5M	-$4.8M	2	0.14%	Reduced
314	DZ Bank Frankfurt Am Main, Germany	$10.5M	-$167K	1	0.04%	Reduced
315	BA Broadview Advisors Milwaukee, Wisconsin	$10.5M	-$1.76M	1	1.53%	Reduced
316	PDM Penn Davis McFarland Dallas, Texas	$10.4M	-$435K	1	3.23%	Reduced
317	MCM Monarch Capital Management Fort Wayne, Indiana	$10.4M	-$179K	2	3.87%	Reduced
318	Envestnet Asset Management Chicago, Illinois	$10.3M	+$7.44K	7	0.02%	Increased
319	SIMC Stillwater Investment Management (California) Palo Alto, California	$10M	-$2.41M	1	4.28%	Reduced
320	Farmers & Merchants Investments Inc Lincoln, Nebraska	$9.99M	-$212K	5	0.79%	Reduced
321	Adage Capital Partners Boston, Massachusetts	$9.87M	-$97.3K	1	0.02%	Reduced
322	Greenleaf Trust Kalamazoo, Michigan	$9.84M	+$717K	2	0.22%	Increased
323	Frontier Capital Management Boston, Massachusetts	$9.81M	+$13.2M	1	0.07%	New
324	Oppenheimer Asset Management New York	$9.78M	+$699K	5	0.25%	Increased
325	Xact Kapitalforvaltning Stockholm, Sweden	$9.72M	+$524K	2	0.28%	Increased