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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
376	BC Beaconlight Capital New York	$5.95M	-$3.82M	1	2.16%	Reduced
377	OMERS Administration Corp Toronto, Ontario, Canada	$5.95M	-$801K	3	0.11%	Reduced
378	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$5.92M	-$60.3K	1	2%	Reduced
379	HA Heartland Advisors Milwaukee, Wisconsin	$5.91M	-$1.15M	1	0.34%	Reduced
380	PC Pier Capital Stamford, Connecticut	$5.89M	+$5.62M	1	1.04%	New
381	HP Hikari Power Tokyo, Japan	$5.78M	$0	1	0.69%	Maintained
382	NCM Nelson Capital Management Menlo Park, California	$5.75M	+$87.2K	1	2.04%	Increased
383	Westwood Holdings Group Dallas, Texas	$5.72M	+$521K	1	0.05%	Increased
384	CCM Carderock Capital Management Chevy Chase, Maryland	$5.69M	+$37K	1	2.85%	Increased
385	LOAMU Lombard Odier Asset Management (USA) New York	$5.64M	+$2.1M	2	0.52%	Increased
386	FIB First Interstate Bank Billings, Montana	$5.59M	+$228K	3	1.15%	Increased
387	RWM RKL Wealth Management Lancaster, Pennsylvania	$5.59M	-$17.3K	1	2.82%	Reduced
388	William Blair & Company Chicago, Illinois	$5.52M	-$69.7K	4	0.05%	Reduced
389	QIM Quantitative Investment Management Charlottesville, Virginia	$5.51M	+$4.06M	4	0.18%	Increased
390	GH GAM Holding Zurich, Switzerland	$5.48M	-$2.24M	4	0.1%	Reduced
391	SIC Schwartz Investment Counsel Plymouth, Michigan	$5.47M	+$1.74M	1	0.39%	Increased
392	Los Angeles Capital Management Los Angeles, California	$5.46M	+$85.3K	5	0.05%	Increased
393	Gateway Investment Advisers Cincinnati, Ohio	$5.37M	-$776K	3	0.05%	Reduced
394	AP Appleton Partners Boston, Massachusetts	$5.32M	+$166K	2	1%	Increased
395	RU RobecoSam USA New York	$5.32M	-$2.04M	1	6.34%	Reduced
396	FA FDx Advisors Chicago, Illinois	$5.27M	+$1.29M	4	0.22%	Increased
397	Mitsubishi UFJ Asset Management Tokyo, Japan	$5.26M	+$151K	3	0.13%	Increased
398	VBCP Vollero Beach Capital Partners New York	$5.25M	+$265K	1	2.06%	Increased
399	BPIM Brant Point Investment Management New York	$5.25M	+$4.9M	1	0.46%	New
400	PAM Private Asset Management San Diego, California	$5.15M	-$19.6K	1	0.86%	Reduced