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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	Robeco Institutional Asset Management Rotterdam, Netherlands	$7.47M	-$4.21M	4	0.03%	Reduced
377	Assenagon Asset Management Senningerberg, Luxembourg	$7.41M	-$1.89M	6	0.08%	Reduced
378	Fifth Third Bancorp Cincinnati, Ohio	$7.22M	+$172K	6	0.05%	Increased
379	NC NBW Capital Boston, Massachusetts	$7.21M	-$21.5K	1	2.56%	Reduced
380	MC Middleton & Co Boston, Massachusetts	$7.19M	-$1.33M	1	1.32%	Reduced
381	Crossmark Global Holdings Houston, Texas	$7.06M	-$113K	4	0.22%	Reduced
382	SRAM Stone Ridge Asset Management New York	$7.03M	-$1.34M	8	0.43%	Reduced
383	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$7.01M	-$1.21M	3	0.12%	Reduced
384	LSV Asset Management Chicago, Illinois	$7M	-$405K	1	0.01%	Reduced
385	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$7M	+$1.11M	2	0.39%	Increased
386	AIM Assured Investment Management New York	$6.97M	-$767K	5	0.2%	Reduced
387	Commonwealth Equity Services Waltham, Massachusetts	$6.95M	+$83.7K	7	0.04%	Increased
388	TA Teton Advisors Rye, New York	$6.94M	+$125K	3	0.76%	Increased
389	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$6.89M	+$2.35M	2	2.46%	Increased
390	Fuller & Thaler Asset Management San Mateo, California	$6.88M	-$1.36M	2	0.1%	Reduced
391	FP Foundry Partners Minneapolis, Minnesota	$6.88M	+$605K	2	0.31%	Increased
392	Fenimore Asset Management Cobleskill, New York	$6.86M	+$6.5K	1	0.28%	Increased
393	M&T Bank Buffalo, New York	$6.84M	-$930K	5	0.04%	Reduced
394	Daiwa Securities Group Tokyo, Japan	$6.83M	+$1.08M	5	0.07%	Increased
395	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$6.81M	-$161K	1	3.93%	Reduced
396	CIM Contravisory Investment Management Norwell, Massachusetts	$6.8M	-$4.43M	3	2.93%	Reduced
397	CGM Centenus Global Management New York	$6.79M	+$7.84M	2	1.08%	New
398	OAM Origin Asset Management London, United Kingdom	$6.74M	-$566K	1	0.61%	Reduced
399	HCMT Highland Capital Management (Texas) Dallas, Texas	$6.66M	-$2.28M	1	0.51%	Reduced
400	Commerzbank Aktiengesellschaft Frankfurt, Germany	$6.61M	+$281K	3	0.07%	Increased