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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	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$10.3M	+$1.54M	2	5.74%	Increased
377	MSA Mason Street Advisors Milwaukee, Wisconsin	$10.2M	-$331K	4	0.2%	Reduced
378	First National Bank of Omaha Omaha, Nebraska	$10.2M	-$128K	2	0.66%	Reduced
379	PP PDT Partners New York	$10.2M	+$189K	2	0.61%	Increased
380	CNB Camden National Bank Camden, Maine	$10.2M	-$162K	1	2.21%	Reduced
381	Homestead Advisers Arlington, Virginia	$10.1M	-$2.22M	1	0.2%	Reduced
382	LC Lunia Capital Dallas, Texas	$10.1M	-$582K	1	3.48%	Reduced
383	GTP Global Thematic Partners New York	$10M	-$3.17M	1	0.69%	Reduced
384	GWI Grace & White Inc Ny, New York	$9.99M	-$158K	1	2.31%	Reduced
385	ICOM Investment Counselors of Maryland Baltimore, Maryland	$9.98M	-$225K	2	0.46%	Reduced
386	Cambiar Investors Denver, Colorado	$9.98M	-$92.1K	2	0.32%	Reduced
387	MCM Monarch Capital Management Fort Wayne, Indiana	$9.89M	-$135K	2	3.46%	Reduced
388	FP Foundry Partners Minneapolis, Minnesota	$9.86M	+$1.3M	2	0.41%	Increased
389	SCM Silvant Capital Management Atlanta, Georgia	$9.66M	-$1.03M	2	1.91%	Reduced
390	PFM Parsec Financial Management Asheville, North Carolina	$9.55M	-$430K	2	0.6%	Reduced
391	QS Investors New York	$9.52M	-$878K	6	0.1%	Reduced
392	RFA Reilly Financial Advisors La Mesa, California	$9.49M	+$988K	3	1.17%	Increased
393	TPCM Three Peaks Capital Management Castle Rock, Colorado	$9.49M	+$1.14M	2	2.72%	Increased
394	M&T Bank Buffalo, New York	$9.38M	+$143K	5	0.05%	Increased
395	Churchill Management Los Angeles, California	$9.29M	+$858K	1	0.24%	Increased
396	Chilton Investment Company Stamford, Connecticut	$9.28M	-$54.2M	1	0.31%	Reduced
397	SAM Shell Asset Management The Hague, Netherlands	$9.28M	-$332K	6	0.21%	Reduced
398	MC Middleton & Co Boston, Massachusetts	$9.23M	-$71.5K	1	1.42%	Reduced
399	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$9.21M	+$2.54K	1	4.31%	Increased
400	Assenagon Asset Management Senningerberg, Luxembourg	$9.13M	-$1.32M	3	0.06%	Reduced