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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	Brandywine Global Investment Management Philadelphia, Pennsylvania	$10.2M	-$320K	2	0.06%	Reduced
352	NRS Neville Rodie & Shaw New York	$10.2M	-$88.2K	2	1%	Reduced
353	SRAM Stone Ridge Asset Management New York	$10.1M	+$3.05M	7	0.54%	Increased
354	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$10.1M	+$1.92M	1	2.35%	Increased
355	Mirae Asset Global Investments Seoul, South Korea	$10.1M	+$10.4M	9	0.07%	New
356	Aristotle Atlantic Partners Sarasota, Florida	$10.1M	-$1.1M	1	6.16%	Reduced
357	Farmers & Merchants Investments Inc Lincoln, Nebraska	$10M	-$2.4M	5	0.68%	Reduced
358	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$10M	+$4.22M	1	1.56%	Increased
359	BCM Brigade Capital Management New York	$10M	+$3.18M	1	0.58%	Increased
360	SAM Shell Asset Management The Hague, Netherlands	$9.98M	+$1M	6	0.2%	Increased
361	Assenagon Asset Management Senningerberg, Luxembourg	$9.87M	-$31.9M	5	0.1%	Reduced
362	HCMT Highland Capital Management (Texas) Dallas, Texas	$9.79M	+$472K	1	0.54%	Increased
363	B BP London, United Kingdom	$9.71M	+$2.73M	3	0.3%	Increased
364	HBK Investments Dallas, Texas	$9.68M	+$5.99M	3	0.08%	Increased
365	MCM Monarch Capital Management Fort Wayne, Indiana	$9.67M	-$531K	2	3.5%	Reduced
366	1832 Asset Management Toronto, Ontario, Canada	$9.64M	+$601K	2	0.03%	Increased
367	AP Appleton Partners Boston, Massachusetts	$9.62M	-$358K	2	1.28%	Reduced
368	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$9.58M	-$485K	1	0.6%	Reduced
369	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$9.57M	-$2.88M	1	0.62%	Reduced
370	TCM Tuttle Capital Management Riverside, Connecticut	$9.57M	+$7.06M	1	1.82%	Increased
371	WBC Westpac Banking Corp Sydney, Australia	$9.52M	-$151K	4	0.16%	Reduced
372	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$9.46M	-$876K	3	0.14%	Reduced
373	Nissay Asset Management Tokyo, Japan	$9.4M	-$264K	4	0.25%	Reduced
374	Winton Group London, United Kingdom	$9.39M	+$6.85M	5	0.2%	Increased
375	MC Middleton & Co Boston, Massachusetts	$9.38M	+$445K	1	1.46%	Increased