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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	VanEck Associates New York	$14.8M	+$6.51M	5	0.04%	Increased
352	First Manhattan New York	$14.7M	-$136K	7	0.06%	Reduced
353	GIP Granite Investment Partners El Segundo, California	$14.7M	-$825K	1	0.61%	Reduced
354	Mairs & Power Inc St Paul, Minnesota	$14.4M	-$246K	2	0.17%	Reduced
355	Oppenheimer & Co New York	$14.4M	-$263K	5	0.31%	Reduced
356	Natixis Paris, France	$14.3M	-$58.9M	6	0.05%	Reduced
357	DFO Duquesne Family Office New York	$14.3M	+$17.8M	1	1.03%	New
358	Fisher Asset Management Camas, Washington	$14.3M	+$975K	3	0.01%	Increased
359	Crawford Investment Counsel Atlanta, Georgia	$14.2M	+$1.2M	3	0.31%	Increased
360	BOK Financial Tulsa, Oklahoma	$14.2M	-$4.07M	6	0.27%	Reduced
361	BCM Bourgeon Capital Management Darien, Connecticut	$14.1M	-$136K	1	3.72%	Reduced
362	Aristotle Atlantic Partners Sarasota, Florida	$14M	-$254K	1	1.07%	Reduced
363	Utah Retirement Systems Salt Lake City, Utah	$13.9M	+$302K	5	0.22%	Increased
364	Cerity Partners New York	$13.9M	-$6.24M	4	0.15%	Reduced
365	UMB Bank Kansas City, Missouri	$13.9M	+$95.6K	6	0.22%	Increased
366	PineBridge Investments New York	$13.9M	-$2.64M	2	0.17%	Reduced
367	Public Employees Retirement Association of Colorado Denver, Colorado	$13.8M	-$31.3K	10	0.08%	Reduced
368	NPPM North Point Portfolio Managers Orange Village, Ohio	$13.7M	-$210K	2	2.4%	Reduced
369	HA Heartland Advisors Milwaukee, Wisconsin	$13.6M	-$9.32M	1	0.95%	Reduced
370	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$13.6M	+$822K	1	1.55%	Increased
371	Första AP-fonden Stockholm, Sweden	$13.5M	+$2.21M	2	0.18%	Increased
372	MC Middleton & Co Boston, Massachusetts	$13.4M	+$57.7K	2	1.72%	Increased
373	TPSF Texas Permanent School Fund Austin, Texas	$13.3M	+$267K	5	0.21%	Increased
374	CSM Advisors Warrendale, Pennsylvania	$13.2M	+$127K	1	1.2%	Increased
375	Cookson Peirce & Co Pittsburgh, Pennsylvania	$13.2M	+$16.3M	2	0.91%	New