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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	BO BRR OpCo Columbus, Ohio	$18.1M	$0	1	1.92%	Maintained
352	Mairs & Power Inc St Paul, Minnesota	$18M	-$1.13M	2	0.18%	Reduced
353	WesBanco Bank Wheeling, West Virginia	$17.2M	-$2.23M	2	0.65%	Reduced
354	BAM Barrett Asset Management New York	$17.1M	+$264K	1	0.72%	Increased
355	Churchill Management Los Angeles, California	$17.1M	+$4.77M	2	0.3%	Increased
356	Aristotle Atlantic Partners Sarasota, Florida	$17M	+$49K	1	1.05%	Increased
357	State of Alaska Department of Revenue Juneau, Alaska	$16.9M	-$439K	6	0.18%	Reduced
358	Peregrine Capital Management Minneapolis, Minnesota	$16.8M	-$1.1M	1	0.4%	Reduced
359	GIP Granite Investment Partners El Segundo, California	$16.8M	-$10.4M	1	0.57%	Reduced
360	Schonfeld Strategic Advisors New York	$16.7M	-$11.9M	5	0.15%	Reduced
361	KLWA Kelly Lawrence W & Associates Pasadens, California	$16.7M	+$97.6K	1	3.56%	Increased
362	NPPM North Point Portfolio Managers Orange Village, Ohio	$16.5M	-$76K	2	2.43%	Reduced
363	Calamos Advisors Naperville, Illinois	$16.5M	-$1.75M	2	0.06%	Reduced
364	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$16.4M	+$1.17M	5	0.16%	Increased
365	LCG Lisanti Capital Growth New York	$16.2M	+$9.08M	1	1.82%	Increased
366	Oppenheimer & Co New York	$16.1M	-$677K	4	0.29%	Reduced
367	Public Employees Retirement Association of Colorado Denver, Colorado	$16.1M	-$447K	10	0.07%	Reduced
368	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$16M	+$648K	1	3.42%	Increased
369	AP Appleton Partners Boston, Massachusetts	$16M	-$496K	2	1.31%	Reduced
370	Utah Retirement Systems Salt Lake City, Utah	$15.8M	-$235K	5	0.21%	Reduced
371	First Manhattan New York	$15.8M	-$250K	7	0.05%	Reduced
372	Fisher Asset Management Camas, Washington	$15.6M	+$1.27M	3	0.01%	Increased
373	Hotchkis & Wiley Capital Management Los Angeles, California	$15.6M	+$3.23M	2	0.05%	Increased
374	MC Middleton & Co Boston, Massachusetts	$15.5M	+$8.89K	2	1.65%	Increased
375	BCM Bourgeon Capital Management Darien, Connecticut	$15.4M	+$88.2K	2	3.48%	Increased