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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	AP Appleton Partners Boston, Massachusetts	$6.63M	+$1.41K	2	1.12%	Increased
377	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$6.62M	-$3.17M	1	0.05%	Reduced
378	CAM Capstone Asset Management Houston, Texas	$6.55M	-$315K	5	0.18%	Reduced
379	GAAM Guinness Atkinson Asset Management Pasadena, California	$6.53M	$0	1	4.24%	Maintained
380	MN Services Vermogensbeheer The Hague, Netherlands	$6.51M	+$5.21M	3	0.18%	Increased
381	Andra AP-fonden Goteborg, Sweden	$6.49M	+$300K	3	0.16%	Increased
382	CRB Chad R. Baker	$6.44M	$0	1	2.55%	Maintained
383	MPEM Marathon Partners Equity Management New York	$6.37M	$0	1	2.92%	Maintained
384	Clifford Swan Investment Counsel Pasadena, California	$6.32M	-$485K	1	0.39%	Reduced
385	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$6.32M	+$21.9K	1	3.54%	Increased
386	MSA Mason Street Advisors Milwaukee, Wisconsin	$6.25M	+$59.6K	5	0.16%	Increased
387	Nomura Asset Management Tokyo, Japan	$6.25M	+$227K	3	0.08%	Increased
388	NI Nuance Investments Kansas City, Missouri	$6.2M	+$2.87M	1	0.46%	Increased
389	BFO Boston Family Office Boston, Massachusetts	$6.18M	+$10.2K	2	0.73%	Increased
390	WC Walthausen & Co Malta, New York	$6.18M	-$662K	1	0.6%	Reduced
391	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$6.11M	+$1.49M	2	0.06%	Increased
392	Zurich Insurance Group Zurich, Switzerland	$6.11M	+$2.29M	2	0.17%	Increased
393	Mitsubishi UFJ Asset Management Tokyo, Japan	$6.08M	-$328K	3	0.15%	Reduced
394	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$5.93M	-$4.93M	5	0.05%	Reduced
395	Wolverine Asset Management Chicago, Illinois	$5.92M	+$5.61M	2	0.08%	New
396	Ladenburg Thalmann Financial Services Miami, Florida	$5.91M	-$144K	12	0.07%	Reduced
397	PIA Piedmont Investment Advisors Durham, North Carolina	$5.87M	+$1.35M	5	0.13%	Increased
398	DBG De Burlo Group Boston, Massachusetts	$5.79M	+$5.22M	1	1.29%	Increased
399	CIBC World Markets New York	$5.67M	+$1.42M	3	0.06%	Increased
400	CEP Chicago Equity Partners Chicago, Illinois	$5.62M	+$3.73M	3	0.15%	Increased