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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	Brandywine Global Investment Management Philadelphia, Pennsylvania	$13.3M	-$207K	2	0.08%	Reduced
302	ECP Electron Capital Partners New York	$13.2M	+$4.81M	1	2.63%	Increased
303	CT Cambridge Trust Cambridge, Massachusetts	$13.2M	+$663K	2	0.82%	Increased
304	Eagle Asset Management St Petersburg, Florida	$13.1M	-$5.69M	1	0.07%	Reduced
305	CEP Chicago Equity Partners Chicago, Illinois	$13.1M	+$9.45M	3	0.4%	Increased
306	CIBC World Markets New York	$13.1M	+$4.53M	3	0.11%	Increased
307	Martingale Asset Management Boston, Massachusetts	$13M	-$1.18M	2	0.16%	Reduced
308	Sit Investment Associates Minneapolis, Minnesota	$13M	+$12.6M	1	0.33%	Increased
309	NA Neuburgh Advisers Los Angeles, California	$12.8M	+$1.22M	4	0.43%	Increased
310	Xact Kapitalforvaltning Stockholm, Sweden	$12.7M	+$818K	5	0.27%	Increased
311	PC Port Capital Chicago, Illinois	$12.7M	+$599K	1	1.66%	Increased
312	Natixis Paris, France	$12.7M	+$3.94M	4	0.07%	Increased
313	Oppenheimer & Co New York	$12.6M	-$1.84M	4	0.34%	Reduced
314	First National Bank of Omaha Omaha, Nebraska	$12.6M	-$46.5K	2	0.74%	Reduced
315	Colony Group Boston, Massachusetts	$12.5M	-$70.9K	3	0.65%	Reduced
316	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$12.4M	+$8.23M	2	0.43%	Increased
317	Aristotle Atlantic Partners Sarasota, Florida	$12.3M	+$145K	1	4.28%	Increased
318	HCMNY Howard Capital Management (New York) New York	$12.3M	-$24.7K	1	1.77%	Reduced
319	SCM Silvant Capital Management Atlanta, Georgia	$12.3M	-$13.3K	3	1.52%	Reduced
320	Farmers & Merchants Investments Inc Lincoln, Nebraska	$12.1M	-$11.3K	5	0.88%	Reduced
321	GCP GSA Capital Partners London, United Kingdom	$12.1M	+$7.31M	8	0.6%	Increased
322	Bridges Investment Management Omaha, Nebraska	$11.9M	+$89.1K	1	0.54%	Increased
323	Oppenheimer Asset Management New York	$11.9M	+$1.4M	5	0.29%	Increased
324	LSV Asset Management Chicago, Illinois	$11.8M	$0	1	0.02%	Maintained
325	GIP Granite Investment Partners El Segundo, California	$11.5M	+$694K	1	0.73%	Increased