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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	Utah Retirement Systems Salt Lake City, Utah	$7.7M	+$1.95K	4	0.18%	Increased
352	RCM Redwood Capital Management New York	$7.7M	+$12.2M	1	0.83%	New
353	Boston Partners Boston, Massachusetts	$7.63M	-$59.7K	1	0.01%	Reduced
354	NRS Neville Rodie & Shaw New York	$7.6M	+$51.1K	2	0.87%	Increased
355	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$7.58M	+$573K	3	2.76%	Increased
356	Commonwealth Equity Services Waltham, Massachusetts	$7.5M	+$299K	5	0.05%	Increased
357	PAM Premier Asset Management Chicago, Illinois	$7.48M	+$7.03M	1	1.73%	New
358	Calamos Advisors Naperville, Illinois	$7.39M	+$657K	2	0.05%	Increased
359	Foresters Investment Management New York	$7.32M	+$224K	2	0.12%	Increased
360	FCG FrontFour Capital Group Greenwich, Connecticut	$7.25M	+$7.13M	1	1.44%	New
361	3C 361 Capital Denver, Colorado	$7.15M	+$6.85M	1	1.21%	New
362	NCM Nelson Capital Management Menlo Park, California	$7.14M	-$73.1K	1	2.42%	Reduced
363	South Dakota Investment Council Sioux Falls, South Dakota	$7.05M	-$50K	1	0.15%	Reduced
364	CCM Carderock Capital Management Chevy Chase, Maryland	$6.98M	-$13.1K	1	3.15%	Reduced
365	SIC Schwartz Investment Counsel Plymouth, Michigan	$6.95M	$0	1	0.45%	Maintained
366	Amalgamated Bank New York	$6.93M	+$1.69M	6	0.23%	Increased
367	CCMH Cornerstone Capital Management Holdings New York	$6.89M	-$20.5K	3	0.05%	Reduced
368	SAM Shell Asset Management The Hague, Netherlands	$6.87M	+$1.22M	3	0.15%	Increased
369	Park National Corp Newark, Ohio	$6.85M	+$1.44M	2	0.41%	Increased
370	Robeco Institutional Asset Management Rotterdam, Netherlands	$6.84M	-$5.92M	3	0.04%	Reduced
371	Natixis Paris, France	$6.75M	-$37.7M	3	0.08%	Reduced
372	AHL Partners London, United Kingdom	$6.73M	-$1.08M	5	0.14%	Reduced
373	Fenimore Asset Management Cobleskill, New York	$6.66M	$0	1	0.28%	Maintained
374	Capital Fund Management (CFM) Paris, France	$6.66M	-$5.76M	1	0.05%	Reduced
375	ESCM Echo Street Capital Management New York	$6.64M	+$924K	1	0.25%	Increased