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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	Two Sigma Investments New York	$13.5M	-$9.56M	5	0.04%	Reduced
377	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$13.3M	+$4.49M	3	0.03%	Increased
378	Bahl & Gaynor Cincinnati, Ohio	$13.3M	-$18.9K	1	0.08%	Reduced
379	British Columbia Investment Management Victoria, British Columbia, Canada	$13.2M	-$251K	3	0.09%	Reduced
380	RCW Rheos Capital Works Tokyo, Japan	$13.1M	+$2.05M	1	0.96%	Increased
381	Acadian Asset Management Boston, Massachusetts	$13.1M	+$4.86M	10	0.05%	Increased
382	Credit Agricole Montrouge Cedex, France	$13M	+$1.85M	3	0.42%	Increased
383	TIAA FSB Jacksonville, Florida	$12.9M	+$126K	1	0.05%	Increased
384	AAM Autus Asset Management Scottsdale, Arizona	$12.9M	+$604K	2	1.66%	Increased
385	Oppenheimer Asset Management New York	$12.8M	-$551K	4	0.21%	Reduced
386	Railway Pension Investments London, United Kingdom	$12.7M	$0	1	0.12%	Maintained
387	SRC Stone Run Capital New York	$12.7M	+$5.39K	2	5.06%	Increased
388	MSA Mason Street Advisors Milwaukee, Wisconsin	$12.7M	-$190K	5	0.22%	Reduced
389	DAC Dividend Assets Capital Ridgeland, South Carolina	$12.7M	-$694K	1	2.46%	Reduced
390	NRS Neville Rodie & Shaw New York	$12.5M	-$353K	2	1.09%	Reduced
391	Tocqueville Asset Management New York	$12.4M	-$931K	2	0.21%	Reduced
392	Crawford Investment Counsel Atlanta, Georgia	$12.3M	-$1.07M	3	0.3%	Reduced
393	NSCM New South Capital Management Memphis, Tennessee	$12.1M	-$23.2M	1	0.4%	Reduced
394	Martingale Asset Management Boston, Massachusetts	$12M	+$7.4M	3	0.14%	Increased
395	Pinnacle Associates New York	$12M	+$318K	4	0.24%	Increased
396	BWP Baldwin Wealth Partners Marion, Massachusetts	$12M	+$2.02M	3	1.51%	Increased
397	KFS Kurt F. Somerville	$11.9M	+$260K	2	1.94%	Increased
398	XI XXEC Inc Tulsa, Oklahoma	$11.9M	+$2.27M	2	9.34%	Increased
399	Brinker Capital Investments Berwyn, Pennsylvania	$11.8M	+$5.7M	2	0.18%	Increased
400	DCM Dupont Capital Management Wilmington, Delaware	$11.8M	-$1.02M	4	0.25%	Reduced