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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	PDM Penn Davis McFarland Dallas, Texas	$13.3M	-$170K	1	3.83%	Reduced
302	DSI Daiwa SB Investments Tokyo, Japan	$13.3M	+$2.62M	3	2.63%	Increased
303	HighTower Advisors Chicago, Illinois	$13.3M	+$1.64M	4	0.1%	Increased
304	Bridges Investment Management Omaha, Nebraska	$13.2M	+$401K	1	0.65%	Increased
305	ECP Electron Capital Partners New York	$13.2M	+$3.55M	1	1.9%	Increased
306	Credit Agricole Montrouge Cedex, France	$13.1M	+$144K	2	0.63%	Increased
307	BAPIM British Airways Pensions Investment Management London, United Kingdom	$13M	+$13M	1	0.49%	New
308	First National Bank of Omaha Omaha, Nebraska	$13M	-$297K	2	0.73%	Reduced
309	Artemis Investment Management Edinburgh, United Kingdom	$13M	+$6.09M	1	0.14%	Increased
310	JIR James Investment Research Alpha, Ohio	$12.9M	-$1.09M	3	0.53%	Reduced
311	SCM Silvant Capital Management Atlanta, Georgia	$12.8M	-$783K	3	1.58%	Reduced
312	Robeco Institutional Asset Management Rotterdam, Netherlands	$12.8M	-$7.52M	5	0.05%	Reduced
313	Picton Mahoney Asset Management Toronto, Ontario, Canada	$12.8M	+$10.9M	1	0.9%	Increased
314	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$12.8M	+$3.59M	4	0.03%	Increased
315	TCMG TSP Capital Management Group Summit, New Jersey	$12.6M	-$11.9M	0	–	Closed
316	Oppenheimer Asset Management New York	$12.6M	-$328K	5	0.28%	Reduced
317	Eagle Asset Management St Petersburg, Florida	$12.5M	-$3M	1	0.06%	Reduced
318	SICM Sustainable Insight Capital Management New York	$12.5M	+$4.04M	1	8.13%	Increased
319	OAM Oxford Asset Management Oxford, United Kingdom	$12.4M	+$906K	5	0.26%	Increased
320	SCM Stevens Capital Management Radnor, Pennsylvania	$12.3M	+$1.66M	3	0.45%	Increased
321	MCM Maple Capital Management Montpelier, Vermont	$12.2M	-$61.1K	2	2.75%	Reduced
322	Mutual of America Capital Management New York	$12.1M	+$650K	6	0.17%	Increased
323	BFO Boston Family Office Boston, Massachusetts	$12.1M	+$218K	3	1.27%	Increased
324	State of Alaska Department of Revenue Juneau, Alaska	$12M	-$149K	6	0.2%	Reduced
325	CIM Contravisory Investment Management Norwell, Massachusetts	$12M	-$466K	3	4.32%	Reduced