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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	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$21.1M	+$802K	5	1.06%	Increased
352	DnB Asset Management Oslo, Norway	$20.9M	+$150K	3	0.12%	Increased
353	Engineers Gate Manager New York	$20.8M	+$6.54M	3	0.79%	Increased
354	DS Dudley & Shanley Palm Beach, Florida	$20.8M	+$5.3M	2	3.76%	Increased
355	Achmea Investment Management Zeist, Netherlands	$20.7M	-$253K	4	0.44%	Reduced
356	Andra AP-fonden Goteborg, Sweden	$20.7M	+$1.81M	2	0.52%	Increased
357	RBCM Raub Brock Capital Management Larkspur, California	$20.4M	-$189K	1	3.84%	Reduced
358	Palisade Capital Management Fort Lee, New Jersey	$20.1M	+$866K	2	0.53%	Increased
359	Boston Financial Management Boston, Massachusetts	$19.9M	+$614K	1	0.72%	Increased
360	New York Life Investment Management New York	$19.7M	+$776K	8	0.21%	Increased
361	Hotchkis & Wiley Capital Management Los Angeles, California	$19.7M	-$1.63M	2	0.07%	Reduced
362	Greenleaf Trust Kalamazoo, Michigan	$19.7M	-$728K	3	0.21%	Reduced
363	Border to Coast Pensions Partnership Leeds, United Kingdom	$19.6M	$0	1	0.49%	Maintained
364	LGT Group Foundation Vaduz, Liechtenstein	$18.8M	+$524K	2	0.45%	Increased
365	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$18.6M	-$1.45M	4	0.18%	Reduced
366	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$18.5M	+$107K	1	1.53%	Increased
367	Schroder Investment Management Group London, United Kingdom	$18.5M	-$531K	5	0.03%	Reduced
368	Crawford Investment Counsel Atlanta, Georgia	$18.5M	-$759K	3	0.38%	Reduced
369	WC Westwind Capital Las Cruces, New Mexico	$18.5M	+$4.3M	1	5.17%	Increased
370	Farmers & Merchants Investments Inc Lincoln, Nebraska	$18.4M	+$1.48M	8	0.69%	Increased
371	MDSL M.D. Sass LLC New York	$18.4M	-$2.87M	1	2.43%	Reduced
372	JGC J. Goldman & Co New York	$18.3M	+$11.1M	1	0.66%	Increased
373	EAM EdenTree Asset Management London, United Kingdom	$18.2M	+$15.6M	3	6.24%	New
374	DCM Dupont Capital Management Wilmington, Delaware	$18.1M	+$850K	2	0.89%	Increased
375	SG Americas Securities New York	$18M	+$4.1M	8	0.14%	Increased