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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
326	HCMNY Howard Capital Management (New York) New York	$8.34M	-$185K	1	1.6%	Reduced
327	WPC Waters Parkerson & Co New Orleans, Louisiana	$8.17M	+$1.34M	1	0.97%	Increased
328	Kennedy Capital Management St Louis, Missouri	$8.14M	+$269K	1	0.15%	Increased
329	HHC Hutchin Hill Capital New York	$8.07M	-$732K	2	0.29%	Reduced
330	SCP Sandhill Capital Partners Buffalo, New York	$8.06M	+$5.06M	1	2.74%	Increased
331	KIM Kestrel Investment Management San Mateo, California	$8.04M	+$8.3M	1	1.07%	New
332	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$8.03M	$0	5	0.09%	Maintained
333	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$8.02M	-$2.56M	4	0.11%	Reduced
334	AAM Ardevora Asset Management London, United Kingdom	$8.01M	+$7.85M	1	1.74%	New
335	Rockefeller Financial Services New York	$7.95M	-$13.2K	4	0.17%	Reduced
336	Gateway Investment Advisers Cincinnati, Ohio	$7.83M	+$165K	3	0.06%	Increased
337	Capital Fund Management (CFM) Paris, France	$7.8M	-$176K	2	0.09%	Reduced
338	Westwood Holdings Group Dallas, Texas	$7.79M	+$204K	1	0.06%	Increased
339	IRF IBM Retirement Fund Armonk, New York	$7.66M	+$710K	4	0.14%	Increased
340	NRS Neville Rodie & Shaw New York	$7.66M	-$1.34M	2	0.78%	Reduced
341	MCM Monarch Capital Management Fort Wayne, Indiana	$7.57M	+$101K	2	2.87%	Increased
342	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$7.46M	-$201K	4	0.15%	Reduced
343	TCM Tributary Capital Management Omaha, Nebraska	$7.46M	+$1.15M	2	1.27%	Increased
344	SIA SeaBridge Investment Advisors Summit, New Jersey	$7.42M	+$711K	1	1.52%	Increased
345	Fjarde Ap-fonden Stockholm, Sweden	$7.4M	-$508K	4	0.16%	Reduced
346	AT Acadia Trust Portland, Maine	$7.23M	+$125K	1	2.48%	Increased
347	RCM Riverhead Capital Management Wilmington, Delaware	$7.15M	+$1.78M	3	0.11%	Increased
348	AL Airain Ltd St. Peter Port, Guernsey	$7.14M	+$5.92M	2	0.58%	Increased
349	LIM Lathrop Investment Management Little Rock, Arkansas	$6.92M	+$298K	1	2.5%	Increased
350	VC V2 Capital Glenview, Illinois	$6.9M	-$222K	1	2.85%	Reduced