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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	NRS Neville Rodie & Shaw New York	$14.5M	-$200K	2	1.2%	Reduced
377	Weiss Multi-Strategy Advisers New York	$14.4M	+$8.95M	1	0.32%	Increased
378	Aristotle Atlantic Partners Sarasota, Florida	$14.4M	-$4.77M	1	1.06%	Reduced
379	HRT Financial New York	$14.4M	+$12M	6	0.15%	Increased
380	Pendal Group Sydney, Australia	$14.4M	+$10.3M	3	0.14%	Increased
381	EP Edgestream Partners Princeton, New Jersey	$14.4M	-$14.6M	2	0.8%	Reduced
382	Cooke & Bieler Philadelphia, Pennsylvania	$14.3M	+$2.39M	1	0.14%	Increased
383	Two Sigma Investments New York	$14.3M	-$670K	6	0.04%	Reduced
384	AAM Autus Asset Management Scottsdale, Arizona	$14.2M	+$1.55M	2	1.67%	Increased
385	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$14.2M	+$3.08M	2	0.13%	Increased
386	KLWA Kelly Lawrence W & Associates Pasadens, California	$14M	+$4.76M	1	3.33%	Increased
387	Crawford Investment Counsel Atlanta, Georgia	$13.9M	+$143K	3	0.31%	Increased
388	WBC Westpac Banking Corp Sydney, Australia	$13.9M	+$40.1K	3	0.15%	Increased
389	BCM Bourgeon Capital Management Darien, Connecticut	$13.8M	-$52.5K	2	3.07%	Reduced
390	TCMG TSP Capital Management Group Summit, New Jersey	$13.8M	-$1.86M	1	4.86%	Reduced
391	DP DDD Partners Bellevue, Washington	$13.7M	+$209K	1	2.34%	Increased
392	HighTower Advisors Chicago, Illinois	$13.7M	+$7.34M	6	0.04%	Increased
393	MCM Maple Capital Management Montpelier, Vermont	$13.7M	+$69K	1	2.03%	Increased
394	LCG Lisanti Capital Growth New York	$13.7M	+$2.3M	1	1.75%	Increased
395	EWM Endurance Wealth Management Providence, Rhode Island	$13.6M	+$175K	3	1.6%	Increased
396	Johnson Investment Counsel Cincinnati, Ohio	$13.4M	-$640K	5	0.2%	Reduced
397	CAM ClariVest Asset Management San Diego, California	$13.3M	+$1.79M	4	0.47%	Increased
398	SCM Sandler Capital Management New York	$13.2M	+$12.9M	1	1.12%	New
399	DCM Dupont Capital Management Wilmington, Delaware	$13M	+$1.33M	5	0.31%	Increased
400	Hotchkis & Wiley Capital Management Los Angeles, California	$12.9M	+$1.66M	2	0.04%	Increased