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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	LC Lunia Capital Dallas, Texas	$9.88M	-$7.16M	1	3.61%	Reduced
377	MCM Monarch Capital Management Fort Wayne, Indiana	$9.78M	-$34.8K	2	3.49%	Reduced
378	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$9.74M	-$416K	4	0.02%	Reduced
379	SAM Shell Asset Management The Hague, Netherlands	$9.7M	-$967K	6	0.21%	Reduced
380	BOK Financial Tulsa, Oklahoma	$9.64M	-$516K	5	0.23%	Reduced
381	GWI Grace & White Inc Ny, New York	$9.59M	-$101K	1	2.19%	Reduced
382	MC Middleton & Co Boston, Massachusetts	$9.55M	-$127K	1	1.48%	Reduced
383	SG Swarthmore Group Philadelphia, Pennsylvania	$9.54M	+$8.36M	1	2.35%	Increased
384	NC NBW Capital Boston, Massachusetts	$9.52M	-$158K	1	2.62%	Reduced
385	Norinchukin Bank Tokyo, Japan	$9.49M	-$2.33M	3	0.15%	Reduced
386	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$9.45M	+$108K	1	4.41%	Increased
387	Thompson Siegel & Walmsley Richmond, Virginia	$9.39M	-$14.7M	4	0.14%	Reduced
388	M&T Bank Buffalo, New York	$9.39M	+$77.6K	5	0.05%	Increased
389	SI Sprott Inc Toronto, Ontario, Canada	$9.38M	+$2.33M	1	2.23%	Increased
390	PFM Parsec Financial Management Asheville, North Carolina	$9.35M	+$973K	2	0.58%	Increased
391	Martingale Asset Management Boston, Massachusetts	$9.12M	-$1.84M	2	0.1%	Reduced
392	Crossmark Global Holdings Houston, Texas	$8.97M	+$73.1K	4	0.25%	Increased
393	ICOM Investment Counselors of Maryland Baltimore, Maryland	$8.95M	+$8.73M	2	0.42%	Increased
394	Two Sigma Advisers New York	$8.95M	-$4.03M	8	0.02%	Reduced
395	Nissay Asset Management Tokyo, Japan	$8.95M	-$365K	4	0.23%	Reduced
396	RFA Reilly Financial Advisors La Mesa, California	$8.91M	+$8.41M	3	1.12%	Increased
397	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$8.79M	+$186K	1	3.95%	Increased
398	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$8.77M	+$91.6K	2	3.39%	Increased
399	TPCM Three Peaks Capital Management Castle Rock, Colorado	$8.67M	+$4.79M	2	2.51%	Increased
400	CIM Contravisory Investment Management Norwell, Massachusetts	$8.47M	-$473K	3	3.28%	Reduced