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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	Flossbach Von Storch Cologne, Germany	$10.6M	+$9.41M	1	0.1%	New
352	CNB Camden National Bank Camden, Maine	$10.6M	-$271K	1	2.56%	Reduced
353	Robeco Institutional Asset Management Rotterdam, Netherlands	$10.4M	+$956K	4	0.04%	Increased
354	Erste Asset Management Vienna, Austria	$10.3M	-$359K	2	0.58%	Reduced
355	PointState Capital New York	$10.3M	+$11M	1	0.2%	New
356	First National Bank of Omaha Omaha, Nebraska	$10.2M	-$55.5K	2	0.7%	Reduced
357	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$10.2M	-$245K	2	0.09%	Reduced
358	MCM Monarch Capital Management Fort Wayne, Indiana	$10.1M	-$135K	2	3.67%	Reduced
359	NCM Nelson Capital Management Menlo Park, California	$10.1M	-$7.59K	1	2.52%	Reduced
360	GWI Grace & White Inc Ny, New York	$10M	-$324K	1	2.38%	Reduced
361	CAM ClariVest Asset Management San Diego, California	$9.97M	+$5.99M	5	0.2%	Increased
362	QS Investors New York	$9.95M	+$7.38M	7	0.11%	Increased
363	Amalgamated Bank New York	$9.94M	+$224K	8	0.24%	Increased
364	LM Lansing Management New York	$9.91M	+$1.69M	1	10.83%	Increased
365	NRS Neville Rodie & Shaw New York	$9.9M	-$10.2K	2	1.05%	Reduced
366	SAM Shell Asset Management The Hague, Netherlands	$9.85M	-$445K	6	0.22%	Reduced
367	JCM Jag Capital Management St Louis, Missouri	$9.81M	+$9.06M	1	1.6%	New
368	Loews Corp New York	$9.78M	+$8.85M	1	0.08%	New
369	DnB Asset Management Oslo, Norway	$9.76M	-$37.2K	2	0.11%	Reduced
370	Martingale Asset Management Boston, Massachusetts	$9.67M	+$3.9M	2	0.1%	Increased
371	Jane Street New York	$9.63M	+$7.27M	5	0.02%	Increased
372	Mitsubishi UFJ Asset Management Tokyo, Japan	$9.59M	+$1.39M	4	0.2%	Increased
373	BOK Financial Tulsa, Oklahoma	$9.59M	+$364K	4	0.23%	Increased
374	Fenimore Asset Management Cobleskill, New York	$9.55M	+$1.22M	2	0.35%	Increased
375	MSA Mason Street Advisors Milwaukee, Wisconsin	$9.49M	+$103K	5	0.19%	Increased