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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	First National Bank of Omaha Omaha, Nebraska	$8.61M	+$3.19M	2	0.54%	Increased
352	Virginia Retirement Systems Richmond, Virginia	$8.56M	+$1.04M	2	0.12%	Increased
353	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$8.54M	+$166K	3	0.16%	Increased
354	Andra AP-fonden Goteborg, Sweden	$8.49M	-$513K	3	0.23%	Reduced
355	SRC Stone Run Capital New York	$8.41M	+$359K	2	5.47%	Increased
356	Envestnet Asset Management Chicago, Illinois	$8.23M	-$74.5K	7	0.03%	Reduced
357	RCM Riverhead Capital Management Wilmington, Delaware	$8.22M	+$993K	6	0.51%	Increased
358	HA Halsey Associates New Haven, Connecticut	$8.21M	-$339K	1	1.83%	Reduced
359	Public Employees Retirement Association of Colorado Denver, Colorado	$8.09M	-$594K	7	0.06%	Reduced
360	Virtu KCG Holdings New York	$8.06M	+$4.6M	7	0.2%	Increased
361	GC Gratia Capital Los Angeles, California	$8M	+$6.98M	1	2.66%	New
362	NRS Neville Rodie & Shaw New York	$7.97M	-$445K	2	0.94%	Reduced
363	ExxonMobil Investment Management Irving, Texas	$7.95M	-$814K	3	0.18%	Reduced
364	BCFA BP Capital Fund Advisors Dallas, Texas	$7.88M	$0	1	2.47%	Maintained
365	Miller Howard Investments Kingston, New York	$7.88M	-$2.11M	1	0.15%	Reduced
366	GH GAM Holding Zurich, Switzerland	$7.83M	+$2.19M	3	0.14%	Increased
367	Greenleaf Trust Kalamazoo, Michigan	$7.79M	+$60.1K	1	0.2%	Increased
368	Farmers & Merchants Investments Inc Lincoln, Nebraska	$7.68M	+$38.3K	6	0.7%	Increased
369	Fjarde Ap-fonden Stockholm, Sweden	$7.62M	-$712K	3	0.18%	Reduced
370	Country Trust Bank Bloomington, Illinois	$7.61M	+$26.5K	1	0.39%	Increased
371	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$7.54M	-$211K	2	3.49%	Reduced
372	KI Kalmar Investments Greenville, Delaware	$7.5M	-$1.02M	1	0.39%	Reduced
373	South Dakota Investment Council Sioux Falls, South Dakota	$7.47M	-$3.94M	1	0.16%	Reduced
374	Clifford Swan Investment Counsel Pasadena, California	$7.37M	-$957K	1	0.49%	Reduced
375	SAM Scopus Asset Management New York	$7.34M	-$14.6M	1	0.16%	Reduced