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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	Woodline Partners San Francisco, California	$24.7M	-$3.34M	2	0.34%	Reduced
302	Macquarie Group Sydney, NSW 2000, Australia	$24.3M	-$748K	5	0.03%	Reduced
303	Gotham Asset Management New York	$24.1M	+$7.98M	8	0.58%	Increased
304	Artisan Partners Milwaukee, Wisconsin	$24M	-$45.9M	1	0.04%	Reduced
305	CS Central Securities New York	$23.8M	$0	1	2.97%	Maintained
306	Qube Research & Technologies (QRT) London, United Kingdom	$23.5M	-$9.21M	4	0.1%	Reduced
307	State of Alaska Department of Revenue Juneau, Alaska	$23.4M	+$2.38M	8	0.28%	Increased
308	Jane Street New York	$23.3M	+$8.6M	9	0.01%	Increased
309	Marshall Wace London, United Kingdom	$23.2M	-$34.7M	4	0.05%	Reduced
310	ZCM Ziegler Capital Management Chicago, Illinois	$23M	-$1.24M	2	0.91%	Reduced
311	WTA Washington Trust Advisors Wellesley, Massachusetts	$22.7M	+$54.1K	3	2.31%	Increased
312	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$22.6M	-$618K	1	2.73%	Reduced
313	Fenimore Asset Management Cobleskill, New York	$22.2M	-$155K	2	0.58%	Reduced
314	Assenagon Asset Management Senningerberg, Luxembourg	$22.1M	+$10.6M	8	0.08%	Increased
315	Guinness Asset Management London, United Kingdom	$22.1M	+$24.6K	1	0.56%	Increased
316	Fifth Third Bancorp Cincinnati, Ohio	$22M	-$156K	8	0.1%	Reduced
317	TCM Tributary Capital Management Omaha, Nebraska	$22M	-$1.38M	1	2.04%	Reduced
318	HighTower Advisors Chicago, Illinois	$22M	+$1.88M	9	0.05%	Increased
319	DF Dent & Co Baltimore, Maryland	$22M	-$1.08M	2	0.31%	Reduced
320	HCM Hahn Capital Management Walnut Creek, California	$21.9M	-$4.2M	2	7.15%	Reduced
321	Third Point New York	$21.8M	+$22.4M	1	0.36%	New
322	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$21.8M	+$22.4M	1	1%	New
323	Norinchukin Bank Tokyo, Japan	$21.7M	-$7.98M	3	0.43%	Reduced
324	TIA Tandem Investment Advisors Charleston, South Carolina	$21.3M	-$424K	1	1.02%	Reduced
325	ClearBridge Investments New York	$21.3M	-$863K	2	0.02%	Reduced