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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	VFM Viking Fund Management Minot, North Dakota	$7.51M	-$913K	1	1.3%	Reduced
327	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$7.49M	-$181K	3	0.16%	Reduced
328	NRS Neville Rodie & Shaw New York	$7.45M	-$131K	2	0.89%	Reduced
329	Fjarde Ap-fonden Stockholm, Sweden	$7.38M	-$606K	3	0.17%	Reduced
330	D.A. Davidson & Co Great Falls, Montana	$7.24M	+$711K	7	0.21%	Increased
331	GH GAM Holding Zurich, Switzerland	$7.22M	+$926K	4	0.11%	Increased
332	TCW Group Los Angeles, California	$7.18M	-$247K	4	0.05%	Reduced
333	Two Sigma Advisers New York	$7.15M	+$841K	6	0.04%	Increased
334	Foresters Investment Management New York	$7.15M	+$332K	1	0.14%	Increased
335	CAM Capstone Asset Management Houston, Texas	$6.94M	+$179K	5	0.21%	Increased
336	SRC Stone Run Capital New York	$6.89M	+$197K	2	4.49%	Increased
337	Oppenheimer & Co New York	$6.86M	-$120K	1	0.2%	Reduced
338	Fenimore Asset Management Cobleskill, New York	$6.83M	$0	1	0.34%	Maintained
339	Adage Capital Partners Boston, Massachusetts	$6.81M	-$72.8M	1	0.02%	Reduced
340	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$6.67M	-$2.27M	2	0.02%	Reduced
341	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$6.65M	-$657K	1	0.83%	Reduced
342	Cubist Systematic Strategies Stamford, Connecticut	$6.63M	+$2.03M	6	0.38%	Increased
343	Asset Management One Tokyo, Japan	$6.61M	-$593K	3	0.1%	Reduced
344	CIM Contravisory Investment Management Norwell, Massachusetts	$6.56M	+$6.73M	1	2.01%	New
345	MPEM Marathon Partners Equity Management New York	$6.51M	-$480K	1	2.75%	Reduced
346	B BP London, United Kingdom	$6.47M	$0	1	0.26%	Maintained
347	HA Heartland Advisors Milwaukee, Wisconsin	$6.47M	+$1.91M	1	0.36%	Increased
348	RU RobecoSam USA New York	$6.45M	-$1.71M	2	8.03%	Reduced
349	Zacks Investment Management Chicago, Illinois	$6.45M	+$6.32M	3	0.2%	New
350	Barings Charlotte, North Carolina	$6.38M	+$3.89M	4	0.16%	Increased