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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	LIM Lathrop Investment Management Little Rock, Arkansas	$16.4M	+$240K	1	3.64%	Increased
352	HCM Hutchinson Capital Management San Rafael, California	$16.4M	+$155K	1	4.23%	Increased
353	SAM Shell Asset Management The Hague, Netherlands	$16.3M	-$2.29M	7	0.72%	Reduced
354	Andra AP-fonden Goteborg, Sweden	$16M	+$2.24M	2	0.48%	Increased
355	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$15.9M	$0	1	3.41%	Maintained
356	Picton Mahoney Asset Management Toronto, Ontario, Canada	$15.8M	+$2.46M	2	0.74%	Increased
357	Gulf International Bank (UK) London, United Kingdom	$15.7M	+$599K	4	0.28%	Increased
358	Gotham Asset Management New York	$15.7M	+$302K	7	0.44%	Increased
359	MassMutual Private Wealth & Trust Windsor, Connecticut	$15.7M	-$225K	6	0.64%	Reduced
360	Utah Retirement Systems Salt Lake City, Utah	$15.4M	-$121K	5	0.25%	Reduced
361	Congress Wealth Management Boston, Massachusetts	$15.4M	+$3.64M	3	0.4%	Increased
362	Two Sigma Investments New York	$15.4M	-$44.6M	9	0.05%	Reduced
363	AWAM Appian Way Asset Management New York	$15.2M	+$15M	1	5.31%	New
364	Public Employees Retirement Association of Colorado Denver, Colorado	$15.1M	-$16.1K	10	0.08%	Reduced
365	First Manhattan New York	$15.1M	-$225K	7	0.06%	Reduced
366	DCM Dupont Capital Management Wilmington, Delaware	$15.1M	+$8.67M	5	0.71%	Increased
367	HA Heartland Advisors Milwaukee, Wisconsin	$15M	-$197K	1	0.95%	Reduced
368	Scout Investments Kansas City, Missouri	$14.9M	-$1.24M	1	0.3%	Reduced
369	NPPM North Point Portfolio Managers Orange Village, Ohio	$14.7M	+$37.5K	2	2.47%	Increased
370	Första AP-fonden Stockholm, Sweden	$14.6M	-$552K	2	0.16%	Reduced
371	USS Investment Management London, United Kingdom	$14.4M	$0	2	0.2%	Maintained
372	Achmea Investment Management Zeist, Netherlands	$14.4M	+$16.2M	4	0.48%	Increased
373	Natixis Paris, France	$14M	-$4.22M	4	0.08%	Reduced
374	Crawford Investment Counsel Atlanta, Georgia	$14M	-$518K	3	0.3%	Reduced
375	Jane Street New York	$13.9M	-$27.6M	8	0.01%	Reduced