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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	CCM Cobalt Capital Management Short Hills, New Jersey	$6.24M	+$6.11M	1	0.78%	New
352	MPEM Marathon Partners Equity Management New York	$6.08M	+$342K	1	2.54%	Increased
353	Gateway Investment Advisers Cincinnati, Ohio	$6.06M	-$2.28M	3	0.05%	Reduced
354	GH GAM Holding Zurich, Switzerland	$5.96M	+$478K	6	0.1%	Increased
355	Utah Retirement Systems Salt Lake City, Utah	$5.95M	+$21.2K	4	0.16%	Increased
356	Two Sigma Advisers New York	$5.93M	+$876K	8	0.03%	Increased
357	B BP London, United Kingdom	$5.93M	+$3.25M	1	0.24%	Increased
358	NCM Nelson Capital Management Menlo Park, California	$5.73M	+$5.4M	1	2.16%	New
359	SCP Scoria Capital Partners Stamford, Connecticut	$5.7M	+$5.37M	1	4.1%	New
360	BCFA BP Capital Fund Advisors Dallas, Texas	$5.63M	+$904K	1	2.91%	Increased
361	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$5.61M	-$51.7K	3	0.06%	Reduced
362	Envestnet Asset Management Chicago, Illinois	$5.6M	-$2.01M	6	0.02%	Reduced
363	D.A. Davidson & Co Great Falls, Montana	$5.59M	+$74.1K	7	0.17%	Increased
364	Westwood Holdings Group Dallas, Texas	$5.58M	+$884K	1	0.05%	Increased
365	Raymond James Financial Services Advisors St. Petersburg, Florida	$5.57M	-$2.46M	4	0.06%	Reduced
366	LSV Asset Management Chicago, Illinois	$5.55M	+$2.61M	3	0.01%	Increased
367	RWM RKL Wealth Management Lancaster, Pennsylvania	$5.52M	+$180K	1	3.17%	Increased
368	Raymond James & Associates St Petersburg, Florida	$5.48M	+$1.85M	6	0.02%	Increased
369	Oregon Public Employees Retirement Fund Tigard, Oregon	$5.4M	+$137K	4	0.12%	Increased
370	BCM BTR Capital Management Oakland, California	$5.33M	-$563K	1	1.24%	Reduced
371	QS Investors New York	$5.29M	-$1.48M	8	0.05%	Reduced
372	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$5.28M	-$97.3K	1	2.06%	Reduced
373	GAAM Guinness Atkinson Asset Management Pasadena, California	$5.15M	-$875K	1	3.18%	Reduced
374	Korea Investment Corp Seoul, South Korea	$5.09M	-$657K	2	0.04%	Reduced
375	LIM Lorem Ipsum Management New York	$5.03M	+$4.74M	1	2.35%	New