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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	Greenleaf Trust Kalamazoo, Michigan	$11.6M	+$440K	2	0.23%	Increased
327	Robotti Robert	$11.6M	+$829K	1	6.79%	Increased
328	Hancock Whitney Gulfport, Mississippi	$11.5M	-$3.25M	4	0.45%	Reduced
329	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$11.5M	+$2.28M	1	3.95%	Increased
330	PDT Partners New York	$11.4M	+$1.19M	5	0.9%	Increased
331	Teacher Retirement System of Texas Austin, Texas	$11.2M	+$7.85M	2	0.12%	Increased
332	Oppenheimer Asset Management New York	$11.1M	+$418K	5	0.27%	Increased
333	Man Group London, United Kingdom	$11.1M	-$9.47M	6	0.07%	Reduced
334	Granite Investment Partners El Segundo, California	$11M	-$311K	1	0.71%	Reduced
335	Fifth Third Bancorp Cincinnati, Ohio	$10.9M	-$503K	7	0.08%	Reduced
336	Middleton & Co Boston, Massachusetts	$10.9M	+$3.56M	2	1.9%	Increased
337	Howard Capital Management (New York) New York	$10.9M	-$368K	1	1.85%	Reduced
338	BOK Financial Tulsa, Oklahoma	$10.8M	-$454K	5	0.31%	Reduced
339	Amalgamated Bank New York	$10.8M	-$436K	9	0.26%	Reduced
340	Westpac Banking Corp Sydney, Australia	$10.8M	-$8.07M	4	0.19%	Reduced
341	Appleton Partners Boston, Massachusetts	$10.7M	+$149K	2	1.48%	Increased
342	British Columbia Investment Management Victoria, British Columbia, Canada	$10.6M	-$43.7M	3	0.18%	Reduced
343	Utah Retirement Systems Salt Lake City, Utah	$10.5M	-$18.2K	4	0.23%	Reduced
344	PineBridge Investments New York	$10.5M	-$3.73M	2	0.25%	Reduced
345	Paradigm Capital Management Inc Albany, New York	$10.3M	-$1.56M	2	1.24%	Reduced
346	Daiwa Securities Group Tokyo, Japan	$10.2M	+$1.69M	5	0.11%	Increased
347	Fulton Breakefield Broenniman Bethesda, Maryland	$10.2M	-$269K	1	1.52%	Reduced
348	DAC Dividend Assets Capital Ridgeland, South Carolina	$10.2M	-$825K	1	2.49%	Reduced
349	Public Employees Retirement Association of Colorado Denver, Colorado	$10.2M	+$361K	6	0.07%	Increased
350	NPPM North Point Portfolio Managers Orange Village, Ohio	$10.1M	-$385K	2	2.2%	Reduced