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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
401	CCT Country Club Trust Kansas City, Missouri	$4.19M	+$4.08M	1	0.71%	New
402	RA Rational Advisors Huntington, New York	$4.18M	+$4.07M	2	0.35%	New
403	NG NatWest Group Edinburgh, Scotland, United Kingdom	$4.17M	+$4.15M	3	0.06%	New
404	BPM Bowling Portfolio Management Cincinnati, Ohio	$4.15M	+$3.87M	1	1.21%	New
405	NFGCM Norman Fields Gottscho Capital Management New York	$4.09M	+$4.19M	1	3.02%	New
406	QI Quotient Investors New York	$4.07M	+$3.79M	1	1.15%	New
407	First Citizens Bank & Trust Raleigh, North Carolina	$4.06M	+$3.99M	4	0.17%	New
408	RFA Reilly Financial Advisors La Mesa, California	$4.04M	+$4.05M	1	1.2%	New
409	WTB Washington Trust Bank Spokane, Washington	$4.01M	+$3.91M	1	1.16%	New
410	Bradley Foster & Sargent Hartford, Connecticut	$3.94M	+$3.67M	1	0.24%	New
411	PEAK6 Group Chicago, Illinois	$3.93M	+$3.71M	6	0.01%	New
412	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.89M	+$3.86M	3	0.16%	New
413	RIM Ranger Investment Management Dallas, Texas	$3.86M	+$3.81M	1	0.19%	New
414	PCM Portolan Capital Management Boston, Massachusetts	$3.85M	+$3.69M	1	1.1%	New
415	BIC Bridges Investment Counsel Omaha, Nebraska	$3.82M	+$3.77M	1	0.98%	New
416	Barings Charlotte, North Carolina	$3.74M	+$3.63M	4	0.17%	New
417	PFC Phocas Financial Corp Alameda, California	$3.65M	+$3.4M	1	0.38%	New
418	Polar Asset Management Partners Toronto, Ontario, Canada	$3.6M	+$3.69M	1	0.19%	New
419	GF Genworth Financial Glen Allen, Virginia	$3.53M	+$3.46M	2	0.11%	New
420	Castleark Management Chicago, Illinois	$3.52M	+$3.37M	1	0.12%	New
421	CAM ClariVest Asset Management San Diego, California	$3.45M	+$3.31M	1	0.15%	New
422	Peconic Partners New York	$3.42M	+$3.33M	1	0.45%	New
423	BNP Paribas Financial Markets Paris, France	$3.4M	+$3.4M	6	0%	New
424	Two Sigma Advisers New York	$3.39M	+$3.3M	4	0.05%	New
425	Nippon Life Insurance Tokyo, Japan	$3.37M	+$3.33M	1	0.11%	New