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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	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$22M	-$22.2K	1	1.66%	Reduced
302	CS Central Securities New York	$21.8M	$0	1	2.49%	Maintained
303	Braun Stacey Associates New York	$21.7M	+$280K	1	0.91%	Increased
304	Mutual of America Capital Management New York	$21.6M	+$379K	6	0.23%	Increased
305	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$21.6M	+$12.2M	5	0.21%	Increased
306	CI Cooper Investors Melbourne, Victoria, Australia	$21.3M	-$32.5K	1	1.59%	Reduced
307	GW&K Investment Management Boston, Massachusetts	$21.3M	+$664K	1	0.2%	Increased
308	Kornitzer Capital Management Shawnee Mission, Kansas	$21.2M	-$1.22M	2	0.34%	Reduced
309	ACM Atika Capital Management New York	$21.2M	+$18.9M	1	1.84%	New
310	Guinness Asset Management London, United Kingdom	$21.1M	+$7.05M	2	1.33%	Increased
311	Fjarde Ap-fonden Stockholm, Sweden	$21.1M	+$856K	2	0.19%	Increased
312	Todd Asset Management Louisville, Kentucky	$21M	+$18.8M	1	0.49%	New
313	Connectus Wealth Cincinnati, Ohio	$20.9M	+$20.2M	1	2.5%	New
314	Janney Montgomery Scott Philadelphia, Pennsylvania	$20.8M	+$874K	6	0.1%	Increased
315	Bridges Investment Management Omaha, Nebraska	$20.6M	-$323K	1	0.6%	Reduced
316	BFO Boston Family Office Boston, Massachusetts	$20.6M	+$159K	3	1.55%	Increased
317	TCM Tributary Capital Management Omaha, Nebraska	$20.4M	-$5.69M	1	1.6%	Reduced
318	Natixis Paris, France	$20.3M	+$77.2K	7	0.07%	Increased
319	WPC Waters Parkerson & Co New Orleans, Louisiana	$20.2M	+$285K	1	1.25%	Increased
320	Mairs & Power Inc St Paul, Minnesota	$20M	-$1.73M	1	0.21%	Reduced
321	LIM Lathrop Investment Management Little Rock, Arkansas	$20M	+$9.26K	1	4.48%	Increased
322	Lazard Asset Management New York	$20M	-$2.07M	6	0.02%	Reduced
323	State of Michigan Retirement System Lansing, Michigan	$19.6M	$0	3	0.12%	Maintained
324	Alyeska Investment Group Chicago, Illinois	$19.6M	-$14.4M	1	0.25%	Reduced
325	MSL Mackay Shields LLC New York	$19.6M	-$2.73M	7	0.14%	Reduced