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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	RU RobecoSam USA New York	$4.45M	-$1.85M	2	5.7%	Reduced
402	PC Passport Capital San Francisco, California	$4.44M	-$6.96M	1	0.14%	Reduced
403	Tocqueville Asset Management New York	$4.44M	-$3.03M	2	0.06%	Reduced
404	QI Quotient Investors New York	$4.41M	-$10.2K	1	1.15%	Reduced
405	RA Rational Advisors Huntington, New York	$4.4M	-$11.8K	2	0.34%	Reduced
406	BOK Financial Tulsa, Oklahoma	$4.36M	-$435K	4	0.16%	Reduced
407	Acadian Asset Management Boston, Massachusetts	$4.35M	-$2.1M	2	0.03%	Reduced
408	HHC Hutchin Hill Capital New York	$4.35M	+$4.29M	2	0.39%	Increased
409	RFA Reilly Financial Advisors La Mesa, California	$4.29M	+$147K	1	1.19%	Increased
410	Jupiter Investment Management London, United Kingdom	$4.28M	+$1.76M	1	0.41%	Increased
411	Bradley Foster & Sargent Hartford, Connecticut	$4.28M	$0	1	0.25%	Maintained
412	First Citizens Bank & Trust Raleigh, North Carolina	$4.25M	-$73.6K	4	0.16%	Reduced
413	WTB Washington Trust Bank Spokane, Washington	$4.2M	-$31.4K	1	1.1%	Reduced
414	BIC Bridges Investment Counsel Omaha, Nebraska	$3.98M	-$103K	1	0.99%	Reduced
415	PFC Phocas Financial Corp Alameda, California	$3.89M	-$66.6K	1	0.37%	Reduced
416	SRC Stone Run Capital New York	$3.88M	+$1.75M	2	3.16%	Increased
417	TCM Tributary Capital Management Omaha, Nebraska	$3.74M	-$3.89M	2	0.77%	Reduced
418	Veritable Wilmington, Delaware	$3.73M	-$1.7M	2	0.09%	Reduced
419	Janney Montgomery Scott Philadelphia, Pennsylvania	$3.71M	+$3.01M	6	0.11%	Increased
420	Brandywine Global Investment Management Philadelphia, Pennsylvania	$3.69M	+$1.31M	2	0.04%	Increased
421	RNS Robert N. Shapiro	$3.63M	+$641K	4	0.64%	Increased
422	PAM Private Asset Management San Diego, California	$3.62M	-$1.33M	1	0.69%	Reduced
423	Jacobs Levy Equity Management Florham Park, New Jersey	$3.58M	-$1.94M	4	0.06%	Reduced
424	OI Oakbrook Investments Lisle, Illinois	$3.56M	-$2.98M	2	0.1%	Reduced
425	Robeco Institutional Asset Management Rotterdam, Netherlands	$3.55M	+$398K	3	0.03%	Increased