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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	TCMG TSP Capital Management Group Summit, New Jersey	$12.6M	-$2.53M	1	6.01%	Reduced
302	PDM Penn Davis McFarland Dallas, Texas	$12.6M	-$134K	1	3.84%	Reduced
303	FA Friess Associates Greenville, Delaware	$12.5M	+$13.5M	1	1.02%	New
304	Aristotle Atlantic Partners Sarasota, Florida	$12.4M	+$157K	1	4.47%	Increased
305	First National Bank of Omaha Omaha, Nebraska	$12.4M	-$81.4K	2	0.74%	Reduced
306	Farmers & Merchants Investments Inc Lincoln, Nebraska	$12.4M	+$330K	5	0.93%	Increased
307	Xact Kapitalforvaltning Stockholm, Sweden	$12.4M	-$382K	5	0.28%	Reduced
308	PC Port Capital Chicago, Illinois	$12.3M	+$510K	1	1.74%	Increased
309	CNB Camden National Bank Camden, Maine	$12.2M	-$682K	1	3.55%	Reduced
310	LSV Asset Management Chicago, Illinois	$12.2M	-$845K	1	0.02%	Reduced
311	HI Honeywell International Charlotte, North Carolina	$12.1M	-$17.1M	1	0.71%	Reduced
312	Panagora Asset Management Boston, Massachusetts	$12.1M	-$52.4M	5	0.05%	Reduced
313	Point72 Asset Management Stamford, Connecticut	$12.1M	+$8.79M	3	0.05%	Increased
314	Bridges Investment Management Omaha, Nebraska	$12.1M	+$2.13M	1	0.55%	Increased
315	SG Americas Securities New York	$12M	-$1.69M	8	0.1%	Reduced
316	HA Heartland Advisors Milwaukee, Wisconsin	$12M	+$2.31M	2	0.81%	Increased
317	MLICM Metropolitan Life Insurance Company (MetLife) New York	$12M	+$422K	9	0.17%	Increased
318	RCM Redwood Capital Management New York	$11.8M	$0	1	0.83%	Maintained
319	NA Neuburgh Advisers Los Angeles, California	$11.8M	+$5.19M	4	0.41%	Increased
320	Colony Group Boston, Massachusetts	$11.7M	-$222K	3	0.64%	Reduced
321	SCM Stevens Capital Management Radnor, Pennsylvania	$11.6M	-$15.3M	4	0.44%	Reduced
322	Element Capital Management New York	$11.6M	+$11.6M	5	0.27%	New
323	NIM NXG Investment Management Dallas, Texas	$11.6M	-$159K	1	0.4%	Reduced
324	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$11.5M	+$11.1M	2	0.87%	New
325	Advisors Asset Management Monument, Colorado	$11.4M	+$894K	5	0.19%	Increased