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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	$9.19M	-$1.74M	1	1.54%	Reduced
327	HCMT Highland Capital Management (Texas) Dallas, Texas	$9.17M	-$7.35M	2	0.47%	Reduced
328	SRC Stone Run Capital New York	$9.07M	+$9.75K	2	5.45%	Increased
329	GC Gratia Capital Los Angeles, California	$9.06M	+$1.84M	1	1.9%	Increased
330	Oppenheimer & Co New York	$8.93M	+$157K	3	0.25%	Increased
331	PDM Penn Davis McFarland Dallas, Texas	$8.82M	-$940K	1	2.57%	Reduced
332	CNB Camden National Bank Camden, Maine	$8.69M	-$178K	1	2.68%	Reduced
333	Squarepoint New York	$8.6M	-$752K	5	0.24%	Reduced
334	Farmers & Merchants Investments Inc Lincoln, Nebraska	$8.59M	+$25.8K	6	0.76%	Increased
335	HA Heartland Advisors Milwaukee, Wisconsin	$8.58M	+$487K	1	0.52%	Increased
336	Envestnet Asset Management Chicago, Illinois	$8.58M	-$237K	7	0.03%	Reduced
337	Jefferies Group New York	$8.42M	-$325K	5	0.06%	Reduced
338	FIM Farmhouse Investment Management Greenbrae, California	$8.33M	+$8.68M	1	4.14%	New
339	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$8.31M	-$782K	3	0.16%	Reduced
340	Bessemer Group Woodbridge, New Jersey	$8.26M	-$73.6M	5	0.03%	Reduced
341	SCM Stevens Capital Management Radnor, Pennsylvania	$8.24M	-$5.51M	2	0.31%	Reduced
342	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$8.21M	-$7.44M	3	3.1%	Reduced
343	Xact Kapitalforvaltning Stockholm, Sweden	$8.2M	+$1.7M	2	0.25%	Increased
344	Public Employees Retirement Association of Colorado Denver, Colorado	$8.18M	-$330K	7	0.06%	Reduced
345	ExxonMobil Investment Management Irving, Texas	$8.16M	-$314K	3	0.18%	Reduced
346	Greenleaf Trust Kalamazoo, Michigan	$8.14M	-$629K	1	0.2%	Reduced
347	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$8.13M	-$364K	1	3.68%	Reduced
348	HA Halsey Associates New Haven, Connecticut	$8.04M	+$80.5K	1	1.7%	Increased
349	SI Sprott Inc Toronto, Ontario, Canada	$7.99M	-$2.28M	1	0.33%	Reduced
350	AHL Partners London, United Kingdom	$7.93M	-$8.33M	6	0.17%	Reduced