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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	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$9.15M	+$9.53M	1	0.31%	New
377	AP Appleton Partners Boston, Massachusetts	$8.97M	+$259K	2	1.28%	Increased
378	WBC Westpac Banking Corp Sydney, Australia	$8.87M	-$742K	3	0.17%	Reduced
379	Foresters Investment Management New York	$8.86M	+$359K	1	0.15%	Increased
380	PAM Premier Asset Management Chicago, Illinois	$8.76M	-$99.8K	1	2.06%	Reduced
381	Amalgamated Bank New York	$8.75M	-$1.18M	8	0.21%	Reduced
382	Nissay Asset Management Tokyo, Japan	$8.72M	+$190K	4	0.26%	Increased
383	HCMT Highland Capital Management (Texas) Dallas, Texas	$8.68M	+$8.68M	1	0.49%	New
384	HA Halsey Associates New Haven, Connecticut	$8.62M	-$980K	1	1.67%	Reduced
385	Ladenburg Thalmann Financial Services Miami, Florida	$8.62M	$0	11	0.08%	Maintained
386	NRS Neville Rodie & Shaw New York	$8.58M	-$134K	2	0.9%	Reduced
387	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$8.52M	+$2.6M	1	0.57%	Increased
388	TAM Tyers Asset Management Austin, Texas	$8.49M	+$812K	5	0.29%	Increased
389	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$8.42M	+$2.82M	3	0.07%	Increased
390	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$8.4M	+$1.47M	1	1.77%	Increased
391	MC Middleton & Co Boston, Massachusetts	$8.32M	+$22.1K	1	1.42%	Increased
392	NCM Nelson Capital Management Menlo Park, California	$8.31M	-$6.9K	1	2.14%	Reduced
393	MN Services Vermogensbeheer The Hague, Netherlands	$8.26M	+$684K	4	0.21%	Increased
394	SAM Shell Asset Management The Hague, Netherlands	$8.05M	-$1.12M	5	0.17%	Reduced
395	Cooke & Bieler Philadelphia, Pennsylvania	$8M	-$3.13M	1	0.14%	Reduced
396	Crossmark Global Holdings Houston, Texas	$7.99M	-$43.2K	6	0.21%	Reduced
397	Commonwealth Equity Services Waltham, Massachusetts	$7.91M	-$96.9K	6	0.04%	Reduced
398	ARTA A.R.T. Advisors New York	$7.83M	+$7M	3	0.32%	Increased
399	SICM Sustainable Insight Capital Management New York	$7.82M	+$5.53M	1	2.98%	Increased
400	GAAM Guinness Atkinson Asset Management Pasadena, California	$7.78M	$0	1	4.37%	Maintained