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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	Connectus Wealth Cincinnati, Ohio	$21.3M	+$120K	2	0.52%	Increased
327	Aristotle Atlantic Partners Sarasota, Florida	$21.2M	-$107K	1	1.09%	Reduced
328	LM Lansing Management New York	$21.1M	+$88.6K	1	22.28%	Increased
329	Tudor Investment Corp Stamford, Connecticut	$21.1M	+$8.29M	6	0.33%	Increased
330	WPC Waters Parkerson & Co New Orleans, Louisiana	$20.9M	+$353K	1	1.23%	Increased
331	Guggenheim Capital Chicago, Illinois	$20.6M	-$134K	4	0.17%	Reduced
332	RAM Rempart Asset Management Montreal, Canada	$20.4M	+$485K	1	4.51%	Increased
333	Mairs & Power Inc St Paul, Minnesota	$20.3M	-$150K	2	0.23%	Reduced
334	CIBC Asset Management Toronto, Ontario, Canada	$20.3M	-$176K	3	0.08%	Reduced
335	PineBridge Investments New York	$20M	+$2.75M	4	0.23%	Increased
336	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$19.7M	+$629K	1	2.09%	Increased
337	Wedge Capital Management Charlotte, North Carolina	$19.6M	-$2.5M	2	0.33%	Reduced
338	Bank of Nova Scotia Toronto, Ontario, Canada	$19.3M	+$9.41M	5	0.06%	Increased
339	DnB Asset Management Oslo, Norway	$19.3M	+$2.49M	4	0.12%	Increased
340	FCM Fernbridge Capital Management Los Angeles, California	$19.2M	+$20.1M	1	2.16%	New
341	Hotchkis & Wiley Capital Management Los Angeles, California	$19.2M	-$1.64M	2	0.07%	Reduced
342	Old National Bancorp Evansville, Indiana	$19.1M	+$8.08M	3	0.58%	Increased
343	RBCM Raub Brock Capital Management Larkspur, California	$18.9M	+$611K	1	3.64%	Increased
344	OFCM One Fin Capital Management San Francisco, California	$18.8M	+$18.8M	1	7.45%	New
345	Greenleaf Trust Kalamazoo, Michigan	$18.8M	-$173K	3	0.21%	Reduced
346	Fjarde Ap-fonden Stockholm, Sweden	$18.8M	-$1.85M	2	0.25%	Reduced
347	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$18.5M	-$8.99M	4	0.18%	Reduced
348	Brookfield Corp Toronto, Ontario, Canada	$18.4M	-$17.4M	2	0.07%	Reduced
349	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$18.3M	-$106K	5	0.95%	Reduced
350	Schonfeld Strategic Advisors New York	$18.3M	-$10.2M	4	0.17%	Reduced