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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	ACM Arosa Capital Management Miami Beach, Florida	$7.98M	+$3.41M	1	1.22%	Increased
377	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$7.9M	-$1.18M	1	2.6%	Reduced
378	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$7.9M	+$529K	2	0.07%	Increased
379	Nomura Asset Management Tokyo, Japan	$7.89M	+$368K	3	0.09%	Increased
380	Park National Corp Newark, Ohio	$7.88M	-$1.08M	2	0.44%	Reduced
381	Crossmark Global Holdings Houston, Texas	$7.86M	+$166K	5	0.19%	Increased
382	State of Alaska Department of Revenue Juneau, Alaska	$7.84M	+$3.26M	6	0.19%	Increased
383	AP Appleton Partners Boston, Massachusetts	$7.79M	+$183K	2	1.21%	Increased
384	SIC Schwartz Investment Counsel Plymouth, Michigan	$7.77M	$0	1	0.46%	Maintained
385	NCM Nelson Capital Management Menlo Park, California	$7.76M	-$108K	1	2.42%	Reduced
386	Mitsubishi UFJ Asset Management Tokyo, Japan	$7.72M	+$400K	3	0.17%	Increased
387	WC Walthausen & Co Malta, New York	$7.7M	-$1.77M	1	0.73%	Reduced
388	WBC Westpac Banking Corp Sydney, Australia	$7.65M	-$1.64M	3	0.17%	Reduced
389	PAA Peregrine Asset Advisers Portland, Oregon	$7.61M	+$7.54M	1	3.8%	New
390	Jefferies Group New York	$7.6M	+$3.11M	4	0.04%	Increased
391	Quantbot Technologies New York	$7.52M	+$4.76M	4	0.7%	Increased
392	ExxonMobil Investment Management Irving, Texas	$7.43M	-$1.07M	3	0.2%	Reduced
393	Twin Tree Management Dallas, Texas	$7.35M	+$1.48M	1	0.05%	Increased
394	Fenimore Asset Management Cobleskill, New York	$7.34M	$0	1	0.28%	Maintained
395	MSA Mason Street Advisors Milwaukee, Wisconsin	$7.33M	+$50.4K	5	0.16%	Increased
396	CCM Carderock Capital Management Chevy Chase, Maryland	$7.31M	-$322K	1	3.22%	Reduced
397	GAAM Guinness Atkinson Asset Management Pasadena, California	$7.3M	$0	1	4.47%	Maintained
398	UFF USA Financial Formulas Ada, Michigan	$7.28M	+$3.97M	2	1.73%	Increased
399	IECM Intrinsic Edge Capital Management Chicago, Illinois	$7.03M	+$3.62M	1	1.22%	Increased
400	Clifford Swan Investment Counsel Pasadena, California	$6.96M	-$526K	1	0.38%	Reduced