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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	MCM Maple Capital Management Montpelier, Vermont	$15M	-$90.2K	1	3.38%	Reduced
302	Teacher Retirement System of Texas Austin, Texas	$15M	+$2.3M	2	0.12%	Increased
303	Xact Kapitalforvaltning Stockholm, Sweden	$15M	+$766K	6	0.31%	Increased
304	State of Alaska Department of Revenue Juneau, Alaska	$14.8M	+$598K	6	0.25%	Increased
305	HCMNY Howard Capital Management (New York) New York	$14.8M	-$220K	1	2.02%	Reduced
306	Andra AP-fonden Goteborg, Sweden	$14.8M	-$2.79M	3	0.43%	Reduced
307	Mutual of America Capital Management New York	$14.7M	+$5.36M	6	0.21%	Increased
308	TPSF Texas Permanent School Fund Austin, Texas	$14.5M	-$115K	5	0.23%	Reduced
309	Oppenheimer & Co New York	$14.3M	-$77.3K	5	0.39%	Reduced
310	ECP Electron Capital Partners New York	$14.3M	+$1.48M	1	1.94%	Increased
311	Rathbones Group Liverpool, United Kingdom	$14.2M	+$1.02M	1	0.44%	Increased
312	1832 Asset Management Toronto, Ontario, Canada	$14M	-$4.34M	2	0.05%	Reduced
313	WEC White Elm Capital Greenwich, Connecticut	$13.9M	$0	1	3.43%	Maintained
314	Flossbach Von Storch Cologne, Germany	$13.9M	+$2.48M	1	0.12%	Increased
315	Channing Capital Management Chicago, Illinois	$13.8M	-$24.4M	1	0.64%	Reduced
316	BCM Brigade Capital Management New York	$13.6M	+$2.61M	1	0.68%	Increased
317	Pinnacle Associates New York	$13.6M	-$918K	4	0.32%	Reduced
318	MSL Mackay Shields LLC New York	$13.5M	-$2.94M	4	0.09%	Reduced
319	Greenleaf Trust Kalamazoo, Michigan	$13.3M	-$67.7K	2	0.21%	Reduced
320	MLICM Metropolitan Life Insurance Company (MetLife) New York	$13.3M	+$674K	11	0.22%	Increased
321	PDM Penn Davis McFarland Dallas, Texas	$13.2M	-$10.4K	1	4.48%	Reduced
322	DAC Dividend Assets Capital Ridgeland, South Carolina	$13.2M	-$190K	1	2.09%	Reduced
323	GTP Global Thematic Partners New York	$13.2M	-$14.4M	1	0.71%	Reduced
324	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$13.2M	+$210K	1	1.48%	Increased
325	PAM Premier Asset Management Chicago, Illinois	$13.2M	+$12.5M	1	3.1%	New