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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	Two Sigma Advisers New York	$11.9M	-$15.3M	6	0.03%	Reduced
327	Nomura Asset Management Tokyo, Japan	$11.9M	+$639K	4	0.12%	Increased
328	DAC Dividend Assets Capital Ridgeland, South Carolina	$11.9M	-$89.4K	1	1.52%	Reduced
329	SRC Stone Run Capital New York	$11.7M	-$14.7K	2	5.38%	Reduced
330	FIM Farmhouse Investment Management Greenbrae, California	$11.7M	$0	1	6.21%	Maintained
331	MLICM Metropolitan Life Insurance Company (MetLife) New York	$11.7M	+$8.07K	10	0.2%	Increased
332	Johnson Investment Counsel Cincinnati, Ohio	$11.6M	+$687K	4	0.26%	Increased
333	Greenleaf Trust Kalamazoo, Michigan	$11.5M	-$6.04K	2	0.21%	Reduced
334	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$11.4M	+$184K	1	1.19%	Increased
335	CNB Camden National Bank Camden, Maine	$11.2M	-$809K	1	2.77%	Reduced
336	RBA Richard Bernstein Advisors New York	$11.2M	$0	2	0.32%	Maintained
337	GWI Grace & White Inc Ny, New York	$11.2M	-$246K	1	2.37%	Reduced
338	Adage Capital Partners Boston, Massachusetts	$11.2M	-$341K	1	0.02%	Reduced
339	DP DDD Partners Bellevue, Washington	$11.2M	+$7.86K	1	3.96%	Increased
340	ARTA A.R.T. Advisors New York	$11M	+$4.3M	7	0.5%	Increased
341	Cubist Systematic Strategies Stamford, Connecticut	$10.9M	+$5.47M	6	0.6%	Increased
342	AGF Investments Inc Toronto, Ontario, Canada	$10.9M	+$343K	2	0.11%	Increased
343	Public Employees Retirement Association of Colorado Denver, Colorado	$10.9M	-$10.5K	7	0.07%	Reduced
344	Braun Stacey Associates New York	$10.6M	+$3.87M	1	0.68%	Increased
345	Utah Retirement Systems Salt Lake City, Utah	$10.6M	-$19.8K	4	0.21%	Reduced
346	RCM Redwood Capital Management New York	$10.6M	$0	1	0.76%	Maintained
347	PAM Premier Asset Management Chicago, Illinois	$10.4M	-$20.5K	1	2.32%	Reduced
348	Fuller & Thaler Asset Management San Mateo, California	$10.3M	+$4.86M	2	0.11%	Increased
349	Baillie Gifford & Co Edinburgh, United Kingdom	$10.2M	+$5.96M	1	0.01%	Increased
350	HA Halsey Associates New Haven, Connecticut	$10.2M	-$173K	1	1.81%	Reduced