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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	DCM Dupont Capital Management Wilmington, Delaware	$15.8M	+$413K	1	0.75%	Increased
377	Achmea Investment Management Zeist, Netherlands	$15.8M	-$51.4K	4	0.46%	Reduced
378	DP DDD Partners Bellevue, Washington	$15.7M	-$192K	1	2.44%	Reduced
379	First Manhattan New York	$15.6M	-$774K	7	0.06%	Reduced
380	Public Employees Retirement Association of Colorado Denver, Colorado	$15.5M	-$22K	10	0.08%	Reduced
381	Utah Retirement Systems Salt Lake City, Utah	$15.5M	+$28.4K	5	0.22%	Increased
382	Farmers & Merchants Investments Inc Lincoln, Nebraska	$15.4M	+$5.2M	8	0.61%	Increased
383	Oppenheimer Asset Management New York	$15.2M	+$1.66M	5	0.23%	Increased
384	NPPM North Point Portfolio Managers Orange Village, Ohio	$15.1M	-$4.75K	2	2.4%	Reduced
385	LSV Asset Management Chicago, Illinois	$15M	+$46.5K	1	0.03%	Increased
386	Adage Capital Partners Boston, Massachusetts	$14.9M	-$46.7M	1	0.03%	Reduced
387	WTB Washington Trust Bank Spokane, Washington	$14.9M	+$2.15M	1	1.59%	Increased
388	Klingenstein Fields & Co New York	$14.7M	+$14.4M	1	0.74%	New
389	GCM Greenland Capital Management New York	$14.7M	+$13.7M	2	1.59%	Increased
390	Hudson Bay Capital Management Stamford, Connecticut	$14.5M	-$2.87M	2	0.12%	Reduced
391	RB Rodgers Brothers Harmony, Pennsylvania	$14.4M	-$475K	2	2.76%	Reduced
392	USS Investment Management London, United Kingdom	$14.3M	$0	2	0.2%	Maintained
393	SouthState Corp Winter Haven, Florida	$14.3M	+$962K	2	1.32%	Increased
394	Great Lakes Advisors Chicago, Illinois	$14.2M	+$11.8M	4	0.13%	Increased
395	IFM Investors Melbourne, Australia	$14.2M	+$805K	4	0.21%	Increased
396	ELI Empire Life Investments Toronto, Ontario, Canada	$14.2M	+$120K	1	1.01%	Increased
397	HA Heartland Advisors Milwaukee, Wisconsin	$13.9M	$0	1	0.86%	Maintained
398	LM Luminus Management Houston, Texas	$13.8M	+$3.24M	1	3.38%	Increased
399	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$13.7M	+$2.06M	2	2.19%	Increased
400	DS Dudley & Shanley Palm Beach, Florida	$13.7M	+$10.2M	2	2.63%	Increased