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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	Yousif Capital Management Bloomfield Hills, Michigan	$20.7M	+$184K	5	0.29%	Increased
302	Commonwealth Equity Services Waltham, Massachusetts	$20.6M	-$3.19M	8	0.05%	Reduced
303	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$20.6M	+$1.69M	3	1.83%	Increased
304	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$20.5M	+$6.7M	4	0.12%	Increased
305	RR Robotti Robert	$20M	-$39.8K	1	4.75%	Reduced
306	CT Cambridge Trust Cambridge, Massachusetts	$19.5M	-$4.49M	2	0.92%	Reduced
307	CS Central Securities New York	$19.4M	$0	1	2.74%	Maintained
308	AIA AGF Investments America Toronto, Ontario, Canada	$19.2M	$0	2	7.1%	Maintained
309	Wedge Capital Management Charlotte, North Carolina	$19.1M	+$3.14M	2	0.32%	Increased
310	Hudson Bay Capital Management Stamford, Connecticut	$19M	+$13.4M	3	0.17%	Increased
311	State of Michigan Retirement System Lansing, Michigan	$19M	-$2.49M	4	0.14%	Reduced
312	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$19M	-$104K	1	2.58%	Reduced
313	WPC Waters Parkerson & Co New Orleans, Louisiana	$19M	+$157K	1	1.27%	Increased
314	RCW Rheos Capital Works Tokyo, Japan	$18.8M	$0	2	1.27%	Maintained
315	DF Dent & Co Baltimore, Maryland	$18.8M	-$182K	2	0.29%	Reduced
316	Fenimore Asset Management Cobleskill, New York	$18.8M	-$3.07M	2	0.54%	Reduced
317	JGC J. Goldman & Co New York	$18.7M	+$19.4M	1	0.89%	New
318	First Merchants Corp Muncie, Indiana	$18.7M	-$26.5K	2	1.87%	Reduced
319	Covington Capital Management Los Angeles, California	$18.4M	+$726K	5	0.79%	Increased
320	Virginia Retirement Systems Richmond, Virginia	$18.3M	+$20.3M	3	0.21%	New
321	HighTower Advisors Chicago, Illinois	$18.3M	-$1.37M	7	0.05%	Reduced
322	Country Trust Bank Bloomington, Illinois	$18.3M	+$205K	1	0.57%	Increased
323	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$18M	+$703K	5	0.15%	Increased
324	Fjarde Ap-fonden Stockholm, Sweden	$17.9M	$0	2	0.23%	Maintained
325	Guinness Asset Management London, United Kingdom	$17.8M	-$393K	1	0.61%	Reduced