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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	Churchill Management Los Angeles, California	$13M	-$3.4M	1	0.35%	Reduced
377	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$13M	+$1.67M	5	0.76%	Increased
378	Lazard Asset Management New York	$12.9M	+$1.68M	8	0.02%	Increased
379	Kornitzer Capital Management Shawnee Mission, Kansas	$12.9M	-$4.12M	2	0.28%	Reduced
380	Jacobs Levy Equity Management Florham Park, New Jersey	$12.8M	-$6.63M	1	0.1%	Reduced
381	WBC Westpac Banking Corp Sydney, Australia	$12.7M	+$2.49M	4	0.19%	Increased
382	HA Heartland Advisors Milwaukee, Wisconsin	$12.6M	-$150K	1	0.94%	Reduced
383	Two Sigma Advisers New York	$12.6M	+$8.87M	4	0.04%	Increased
384	Gulf International Bank (UK) London, United Kingdom	$12.5M	+$230K	4	0.24%	Increased
385	BOK Financial Tulsa, Oklahoma	$12.5M	-$881K	6	0.25%	Reduced
386	PineBridge Investments New York	$12.4M	-$164K	2	0.16%	Reduced
387	Första AP-fonden Stockholm, Sweden	$12.4M	-$841K	3	0.15%	Reduced
388	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$12.4M	+$577K	3	1.94%	Increased
389	NPPM North Point Portfolio Managers Orange Village, Ohio	$12.3M	-$231K	2	2.29%	Reduced
390	Hotchkis & Wiley Capital Management Los Angeles, California	$12.3M	-$2.03M	2	0.05%	Reduced
391	Cerity Partners New York	$12.3M	-$1.83M	4	0.15%	Reduced
392	KLWA Kelly Lawrence W & Associates Pasadens, California	$12.2M	+$669K	1	3.4%	Increased
393	BCM Bourgeon Capital Management Darien, Connecticut	$12.2M	+$174K	1	3.35%	Increased
394	Oppenheimer Asset Management New York	$12.1M	+$548K	4	0.21%	Increased
395	First National Bank of Omaha Omaha, Nebraska	$12M	-$524K	2	0.79%	Reduced
396	Assenagon Asset Management Senningerberg, Luxembourg	$11.9M	-$12.6M	8	0.05%	Reduced
397	RB Rodgers Brothers Harmony, Pennsylvania	$11.9M	+$1.96M	2	2.54%	Increased
398	Brookfield Corp Toronto, Ontario, Canada	$11.9M	+$3.64M	1	0.04%	Increased
399	GIP Granite Investment Partners El Segundo, California	$11.8M	-$804K	1	0.51%	Reduced
400	USS Investment Management London, United Kingdom	$11.8M	-$4.68M	2	0.17%	Reduced