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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	BPM Bronson Point Management Fairfield, Connecticut	$8.18M	+$7.29M	1	0.83%	New
327	MCM Monarch Capital Management Fort Wayne, Indiana	$8.16M	+$443K	2	3.08%	Increased
328	Candriam SCA Strassen, Luxembourg, Luxembourg	$8.14M	+$6.4M	3	0.16%	Increased
329	LIM Lathrop Investment Management Little Rock, Arkansas	$8.13M	+$1.07M	1	2.8%	Increased
330	KIM Kestrel Investment Management San Mateo, California	$8.13M	$0	1	1.11%	Maintained
331	Polar Asset Management Partners Toronto, Ontario, Canada	$8.06M	-$10.3M	1	0.44%	Reduced
332	Point72 Asset Management Stamford, Connecticut	$8.04M	-$6.9M	2	0.05%	Reduced
333	IRF IBM Retirement Fund Armonk, New York	$8.02M	-$10.9K	4	0.15%	Reduced
334	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$7.95M	-$273K	5	0.09%	Reduced
335	LIM Lorem Ipsum Management New York	$7.91M	+$2.24M	1	5.22%	Increased
336	LI LMCG Investments Boston, Massachusetts	$7.83M	-$150K	1	0.16%	Reduced
337	DekaBank Deutsche Girozentrale Frankfurt, Germany	$7.79M	-$2.16M	4	0.1%	Reduced
338	HCMNY Howard Capital Management (New York) New York	$7.75M	+$83.8K	1	1.49%	Increased
339	HighTower Advisors Chicago, Illinois	$7.75M	-$4.74M	3	0.12%	Reduced
340	Westwood Holdings Group Dallas, Texas	$7.75M	+$478K	1	0.06%	Increased
341	Fjarde Ap-fonden Stockholm, Sweden	$7.74M	-$67.1K	4	0.18%	Reduced
342	RU RobecoSam USA New York	$7.67M	+$2.94M	2	8.63%	Increased
343	SIA SeaBridge Investment Advisors Summit, New Jersey	$7.6M	+$780K	1	1.53%	Increased
344	NRS Neville Rodie & Shaw New York	$7.6M	-$158K	2	0.79%	Reduced
345	GH GAM Holding Zurich, Switzerland	$7.32M	+$1.36M	5	0.11%	Increased
346	Jefferies Group New York	$7.22M	+$6.08M	2	0.04%	Increased
347	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$7.16M	-$552K	3	0.14%	Reduced
348	ARTA A.R.T. Advisors New York	$7.11M	-$8.23M	5	0.25%	Reduced
349	ExxonMobil Investment Management Irving, Texas	$7.08M	+$122K	3	0.16%	Increased
350	GAAM Guinness Atkinson Asset Management Pasadena, California	$7.02M	+$1.36M	1	3.16%	Increased