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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
351	LM Luminus Management Houston, Texas	$6.36M	-$16.8M	2	0.21%	Reduced
352	Oppenheimer & Co New York	$6.29M	-$575K	3	0.18%	Reduced
353	Trexquant Investment Stamford, Connecticut	$6.21M	+$3.85M	4	0.7%	Increased
354	FP Foundry Partners Minneapolis, Minnesota	$6.13M	+$5.76M	2	0.49%	Increased
355	CCM Carderock Capital Management Chevy Chase, Maryland	$6.07M	-$12.3K	1	3.04%	Reduced
356	SG Americas Securities New York	$6.04M	-$7.81M	5	0.04%	Reduced
357	Oregon Public Employees Retirement Fund Tigard, Oregon	$5.79M	+$463K	4	0.13%	Increased
358	AL Airain Ltd St. Peter Port, Guernsey	$5.75M	+$1.85M	4	0.32%	Increased
359	SAM Sentinel Asset Management Montpelier, Vermont	$5.75M	+$484K	1	0.13%	Increased
360	Asset Management One Tokyo, Japan	$5.73M	+$838K	4	0.08%	Increased
361	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$5.73M	+$91.2K	1	2.08%	Increased
362	GH GAM Holding Zurich, Switzerland	$5.72M	-$1.43M	4	0.08%	Reduced
363	Utah Retirement Systems Salt Lake City, Utah	$5.67M	-$93.8K	4	0.15%	Reduced
364	Raymond James & Associates St Petersburg, Florida	$5.67M	-$3.63M	3	0.02%	Reduced
365	Jefferies Group New York	$5.6M	-$1.04M	6	0.03%	Reduced
366	GW&K Investment Management Boston, Massachusetts	$5.53M	+$198K	2	0.13%	Increased
367	CCT Country Club Trust Kansas City, Missouri	$5.48M	-$38.5K	1	0.78%	Reduced
368	VAM Visium Asset Management New York	$5.43M	-$1.42M	5	0.08%	Reduced
369	PP Paloma Partners Greenwich, Connecticut	$5.38M	+$4.8M	5	0.1%	Increased
370	Lazard Asset Management New York	$5.34M	-$9.81M	1	0.01%	Reduced
371	OCM Olstein Capital Management Purchase, New York	$5.32M	-$1.73M	1	0.55%	Reduced
372	Cubist Systematic Strategies Stamford, Connecticut	$5.28M	+$3.42M	7	0.26%	Increased
373	Bridgeway Capital Management Houston, Texas	$5.28M	+$2.97M	2	0.1%	Increased
374	HHC Hutchin Hill Capital New York	$5.25M	-$1.22M	1	0.14%	Reduced
375	CAM Capstone Asset Management Houston, Texas	$5.24M	-$424K	5	0.15%	Reduced