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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	Bridgeway Capital Management Houston, Texas	$7.27M	+$4.11M	4	0.12%	Increased
327	CC Carlson Capital Dallas, Texas	$7.26M	+$7.11M	1	0.09%	New
328	OMERS Administration Corp Toronto, Ontario, Canada	$7.19M	+$1.99M	3	0.16%	Increased
329	BPB Badgley, Phelps & Bell Seattle, Washington	$7.12M	-$2.53M	1	0.67%	Reduced
330	ZC Zelman Capital Beachwood, Ohio	$7.09M	+$200K	1	2.07%	Increased
331	TCW Group Los Angeles, California	$7.07M	+$40.5K	4	0.05%	Increased
332	Asset Management One Tokyo, Japan	$7.04M	+$738K	4	0.1%	Increased
333	Natixis Advisors Boston, Massachusetts	$6.99M	+$136K	3	0.1%	Increased
334	SCM Sandler Capital Management New York	$6.92M	+$6.23M	1	0.84%	New
335	LG Leuthold Group Minneapolis, Minnesota	$6.79M	+$136K	1	0.74%	Increased
336	CAM Capstone Asset Management Houston, Texas	$6.76M	+$176K	5	0.19%	Increased
337	NRS Neville Rodie & Shaw New York	$6.7M	-$71.1K	2	0.81%	Reduced
338	Candriam SCA Strassen, Luxembourg, Luxembourg	$6.69M	+$1.32M	2	0.17%	Increased
339	Fenimore Asset Management Cobleskill, New York	$6.65M	+$653K	1	0.34%	Increased
340	SRC Stone Run Capital New York	$6.65M	+$329K	2	4.29%	Increased
341	Scout Investments Kansas City, Missouri	$6.59M	-$10.2M	1	0.18%	Reduced
342	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$6.58M	-$2.68M	5	0.07%	Reduced
343	AP Appleton Partners Boston, Massachusetts	$6.54M	-$250K	1	1.29%	Reduced
344	Arrowstreet Capital Boston, Massachusetts	$6.52M	-$3.49M	4	0.03%	Reduced
345	Farmers & Merchants Investments Inc Lincoln, Nebraska	$6.49M	-$170K	6	0.75%	Reduced
346	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$6.42M	+$289K	1	0.8%	Increased
347	Oppenheimer & Co New York	$6.4M	-$98.1K	1	0.19%	Reduced
348	CCM Carderock Capital Management Chevy Chase, Maryland	$6.37M	-$101K	1	3.27%	Reduced
349	Advisors Asset Management Monument, Colorado	$6.33M	-$3.55M	6	0.11%	Reduced
350	MCM Maple Capital Management Montpelier, Vermont	$6.31M	+$2.51M	1	2.33%	Increased