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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	NIM NXG Investment Management Dallas, Texas	$8.24M	-$1.92M	2	0.26%	Reduced
327	Two Sigma Investments New York	$8.21M	-$1.71M	5	0.03%	Reduced
328	D.A. Davidson & Co Great Falls, Montana	$8.16M	+$175K	7	0.2%	Increased
329	Zacks Investment Management Chicago, Illinois	$8.1M	+$1.03M	3	0.23%	Increased
330	Envestnet Asset Management Chicago, Illinois	$8.1M	-$1.27M	6	0.03%	Reduced
331	Colony Group Boston, Massachusetts	$8M	+$7.83M	2	0.89%	Increased
332	CAM Capstone Asset Management Houston, Texas	$7.77M	+$301K	5	0.22%	Increased
333	HA Halsey Associates New Haven, Connecticut	$7.77M	-$395K	1	1.68%	Reduced
334	VFM Viking Fund Management Minot, North Dakota	$7.76M	-$1.45M	1	1.27%	Reduced
335	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$7.73M	-$537K	2	3.47%	Reduced
336	Candriam SCA Strassen, Luxembourg, Luxembourg	$7.73M	+$872K	2	0.19%	Increased
337	Greenleaf Trust Kalamazoo, Michigan	$7.7M	+$7.36M	1	0.2%	New
338	NRS Neville Rodie & Shaw New York	$7.67M	-$73.4K	2	0.9%	Reduced
339	Foresters Investment Management New York	$7.66M	+$17.4K	1	0.14%	Increased
340	B BP London, United Kingdom	$7.6M	$0	1	0.29%	Maintained
341	Clifford Swan Investment Counsel Pasadena, California	$7.58M	-$2.03M	1	0.51%	Reduced
342	Country Trust Bank Bloomington, Illinois	$7.56M	+$7.22M	1	0.39%	New
343	BCFA BP Capital Fund Advisors Dallas, Texas	$7.53M	$0	1	2.7%	Maintained
344	Farmers & Merchants Investments Inc Lincoln, Nebraska	$7.5M	+$920K	6	0.79%	Increased
345	Asset Management One Tokyo, Japan	$7.46M	-$88.2K	3	0.11%	Reduced
346	LM Luminus Management Houston, Texas	$7.44M	+$7.54M	1	0.19%	New
347	GAMA Graticule Asia Macro Advisors New York	$7.4M	+$7.5M	1	0.52%	New
348	TCW Group Los Angeles, California	$7.28M	-$415K	4	0.06%	Reduced
349	Arrowstreet Capital Boston, Massachusetts	$7.27M	-$38.1M	3	0.02%	Reduced
350	RCP Rothschild Capital Partners New York	$7.27M	+$1.32M	1	2.62%	Increased