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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	HCMNY Howard Capital Management (New York) New York	$12.4M	-$157K	1	1.83%	Reduced
302	First National Bank of Omaha Omaha, Nebraska	$12.4M	+$449K	2	0.72%	Increased
303	SCM Sanoor Capital Management Greenwich, Connecticut	$12.4M	-$6.74M	1	6.55%	Reduced
304	CT Cambridge Trust Cambridge, Massachusetts	$12.2M	+$352K	1	0.77%	Increased
305	Acadian Asset Management Boston, Massachusetts	$12M	+$7.22M	3	0.05%	Increased
306	Dai-ichi Life Insurance Company Tokyo, Japan	$12M	+$7.96M	3	0.23%	Increased
307	Xact Kapitalforvaltning Stockholm, Sweden	$11.8M	+$1.36M	4	0.28%	Increased
308	M&T Bank Buffalo, New York	$11.7M	-$81.3K	7	0.06%	Reduced
309	DA Denali Advisors San Diego, California	$11.6M	+$1.97M	1	1.8%	Increased
310	CNB Camden National Bank Camden, Maine	$11.5M	-$285K	1	3.33%	Reduced
311	GWI Grace & White Inc Ny, New York	$11.3M	-$38.1K	1	2.28%	Reduced
312	Credit Agricole Montrouge Cedex, France	$11.3M	-$126M	2	0.76%	Reduced
313	Aristotle Atlantic Partners Sarasota, Florida	$11.3M	+$11.2M	1	4.05%	New
314	Mutual of America Capital Management New York	$11.3M	-$20.9K	5	0.17%	Reduced
315	PDM Penn Davis McFarland Dallas, Texas	$11.3M	-$79K	1	3.3%	Reduced
316	Farmers & Merchants Investments Inc Lincoln, Nebraska	$11.3M	+$173K	5	0.82%	Increased
317	DZ Bank Frankfurt Am Main, Germany	$11.3M	-$227K	1	0.04%	Reduced
318	MLICM Metropolitan Life Insurance Company (MetLife) New York	$11.2M	-$17.3M	9	0.15%	Reduced
319	GIP Granite Investment Partners El Segundo, California	$11.1M	+$2.03M	1	0.7%	Increased
320	Adage Capital Partners Boston, Massachusetts	$11M	-$205K	1	0.02%	Reduced
321	Advisors Asset Management Monument, Colorado	$10.9M	+$929K	4	0.18%	Increased
322	PC Port Capital Chicago, Illinois	$10.9M	+$10.8M	1	1.54%	New
323	HA Heartland Advisors Milwaukee, Wisconsin	$10.8M	-$37K	1	0.69%	Reduced
324	DP DDD Partners Bellevue, Washington	$10.7M	+$10.4M	1	4.17%	New
325	TA Tiptree Advisors New York	$10.7M	+$9.26M	1	5.15%	New