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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	Driehaus Capital Management Chicago, Illinois	$4.81M	-$805K	1	0.17%	Reduced
402	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$4.75M	+$4.46M	1	1.05%	New
403	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$4.72M	+$803K	1	0.33%	Increased
404	ECP Elk Creek Partners Denver, Colorado	$4.67M	+$19.5K	1	0.49%	Increased
405	Tocqueville Asset Management New York	$4.63M	-$243K	1	0.05%	Reduced
406	Teacher Retirement System of Texas Austin, Texas	$4.62M	+$1.45M	10	0.04%	Increased
407	Bridges Investment Management Omaha, Nebraska	$4.6M	-$2.75K	1	0.81%	Reduced
408	MPEM Marathon Partners Equity Management New York	$4.53M	$0	1	1.86%	Maintained
409	BCM BTR Capital Management Oakland, California	$4.48M	+$215K	1	1.08%	Increased
410	TSBJ Trevor, Stewart, Burton & Jacobsen New York	$4.44M	-$457K	1	3.69%	Reduced
411	SRC Stone Run Capital New York	$4.44M	-$207K	2	2.86%	Reduced
412	Commerzbank Aktiengesellschaft Frankfurt, Germany	$4.42M	-$633K	4	0.03%	Reduced
413	GHA Garcia Hamilton & Associates Houston, Texas	$4.42M	-$1.15M	1	2.16%	Reduced
414	Mitsubishi UFJ Asset Management Tokyo, Japan	$4.37M	-$534K	4	0.13%	Reduced
415	BIC Bridges Investment Counsel Omaha, Nebraska	$4.35M	-$38.1K	1	0.99%	Reduced
416	DCM Daruma Capital Management New York	$4.32M	-$100K	1	0.19%	Reduced
417	ADMI Albert D. Mason Inc Boston, Massachusetts	$4.32M	-$1.39M	2	0.9%	Reduced
418	SIM Spark Investment Management New York	$4.29M	+$1.95M	4	0.6%	Increased
419	AL Airain Ltd St. Peter Port, Guernsey	$4.29M	-$3.13M	2	0.26%	Reduced
420	Fifth Third Bancorp Cincinnati, Ohio	$4.27M	+$408K	8	0.04%	Increased
421	MC Middleton & Co Boston, Massachusetts	$4.15M	-$56.2K	1	0.91%	Reduced
422	MSA Mason Street Advisors Milwaukee, Wisconsin	$4.11M	-$11.3M	5	0.12%	Reduced
423	MMM Mendel Money Management Northbrook, Illinois	$4.01M	$0	1	3.73%	Maintained
424	PAM Private Asset Management San Diego, California	$3.97M	+$30K	1	0.65%	Increased
425	CT Coastline Trust Providence, Rhode Island	$3.96M	+$4.46K	1	0.81%	Increased