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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	Commonwealth Equity Services Waltham, Massachusetts	$6.67M	+$231K	5	0.04%	Increased
377	FCM Flinton Capital Management Philadelphia, Pennsylvania	$6.61M	-$5.11M	3	0.26%	Reduced
378	BlueCrest Capital Management St Helier, Jersey	$6.59M	-$2.81M	4	0.31%	Reduced
379	MPEM Marathon Partners Equity Management New York	$6.44M	$0	1	3.04%	Maintained
380	NCM Nelson Capital Management Menlo Park, California	$6.43M	+$88.2K	1	2.16%	Increased
381	Calamos Advisors Naperville, Illinois	$6.39M	-$155K	2	0.05%	Reduced
382	CCMH Cornerstone Capital Management Holdings New York	$6.32M	-$4.82M	3	0.05%	Reduced
383	Foresters Investment Management New York	$6.32M	+$20K	1	0.11%	Increased
384	CAM Capstone Asset Management Houston, Texas	$6.3M	-$961K	5	0.18%	Reduced
385	William Blair & Company Chicago, Illinois	$6.27M	+$176K	5	0.05%	Increased
386	CCM Carderock Capital Management Chevy Chase, Maryland	$6.24M	-$167K	1	2.89%	Reduced
387	SIC Schwartz Investment Counsel Plymouth, Michigan	$6.2M	$0	1	0.41%	Maintained
388	Park National Corp Newark, Ohio	$6.01M	+$2.28M	2	0.36%	Increased
389	Andra AP-fonden Goteborg, Sweden	$5.98M	-$2.5M	3	0.14%	Reduced
390	CC Cipher Capital New York	$5.94M	-$5.94M	3	0.45%	Reduced
391	AP Appleton Partners Boston, Massachusetts	$5.93M	+$150K	2	1.09%	Increased
392	1832 Asset Management Toronto, Ontario, Canada	$5.89M	-$27M	3	0.02%	Reduced
393	Mitsubishi UFJ Asset Management Tokyo, Japan	$5.88M	+$207K	3	0.13%	Increased
394	CRB Chad R. Baker	$5.83M	-$4.87K	1	2.37%	Reduced
395	GAAM Guinness Atkinson Asset Management Pasadena, California	$5.82M	$0	1	3.89%	Maintained
396	CCPM Cooper Creek Partners Management New York	$5.8M	+$6.01M	1	3.91%	New
397	Ladenburg Thalmann Financial Services Miami, Florida	$5.75M	-$128K	12	0.07%	Reduced
398	TCW Group Los Angeles, California	$5.74M	-$1.77M	2	0.05%	Reduced
399	MSA Mason Street Advisors Milwaukee, Wisconsin	$5.72M	+$107K	5	0.15%	Increased
400	BCFA BP Capital Fund Advisors Dallas, Texas	$5.7M	-$3.46M	1	2.62%	Reduced