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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	Homestead Advisers Arlington, Virginia	$13.1M	-$6.57M	1	0.25%	Reduced
327	SRC Stone Run Capital New York	$13.1M	-$37K	2	5.96%	Reduced
328	TEC Tiger Eye Capital Nashville, Tennessee	$13M	-$2.4M	1	2.71%	Reduced
329	Tocqueville Asset Management New York	$12.9M	+$8.79K	3	0.17%	Increased
330	Ladenburg Thalmann Financial Services Miami, Florida	$12.9M	-$411K	11	0.09%	Reduced
331	NPIC Neumeier Poma Investment Counsel Carmel, California	$12.9M	+$13.1M	1	1.07%	New
332	Oppenheimer Asset Management New York	$12.9M	-$1.46M	5	0.28%	Reduced
333	HighTower Advisors Chicago, Illinois	$12.8M	-$185K	3	0.08%	Reduced
334	HA Halsey Associates New Haven, Connecticut	$12.7M	-$1.22M	1	2.27%	Reduced
335	Bank of Nova Scotia Toronto, Ontario, Canada	$12.7M	-$1.41M	3	0.05%	Reduced
336	Loews Corp New York	$12.7M	+$1.56M	1	0.1%	Increased
337	Mirae Asset Global Investments Seoul, South Korea	$12.6M	+$746K	9	0.09%	Increased
338	Mitsubishi UFJ Asset Management Tokyo, Japan	$12.6M	+$2.2M	4	0.22%	Increased
339	NPPM North Point Portfolio Managers Orange Village, Ohio	$12.5M	-$14.2K	2	2.3%	Reduced
340	Bahl & Gaynor Cincinnati, Ohio	$12.5M	+$58.2K	1	0.09%	Increased
341	Utah Retirement Systems Salt Lake City, Utah	$12.5M	+$98.1K	4	0.24%	Increased
342	GIP Granite Investment Partners El Segundo, California	$12.4M	+$9.62K	1	0.67%	Increased
343	Nippon Life Global Investors Americas New York	$12.4M	$0	1	0.94%	Maintained
344	AP Appleton Partners Boston, Massachusetts	$12.4M	+$270K	2	1.53%	Increased
345	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$12.3M	+$71.7K	1	1.95%	Increased
346	DP DDD Partners Bellevue, Washington	$12.2M	-$1.04M	1	3.91%	Reduced
347	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$12.1M	+$1.19M	4	0.1%	Increased
348	HRT Financial New York	$12.1M	+$11.4M	2	0.76%	Increased
349	Gotham Asset Management New York	$12M	+$3.63M	4	0.19%	Increased
350	WPC Waters Parkerson & Co New Orleans, Louisiana	$12M	-$89.7K	1	0.97%	Reduced