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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	DCM Daruma Capital Management New York	$3.96M	-$48.1K	1	0.24%	Reduced
402	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$3.95M	-$25.8K	2	0.88%	Reduced
403	FIB First Interstate Bank Billings, Montana	$3.92M	+$13.2K	2	0.84%	Increased
404	ACM Ativo Capital Management Chicago, Illinois	$3.92M	+$1.3M	1	1.04%	Increased
405	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$3.9M	+$262K	1	3.05%	Increased
406	Hancock Whitney Gulfport, Mississippi	$3.8M	-$11.6M	1	0.16%	Reduced
407	MC Middleton & Co Boston, Massachusetts	$3.77M	+$20.3K	1	0.89%	Increased
408	SG Americas Securities New York	$3.75M	-$1.79M	5	0.02%	Reduced
409	FWCM First Western Capital Management Los Angeles, California	$3.74M	+$1.89M	1	1.25%	Increased
410	PAM Private Asset Management San Diego, California	$3.7M	+$56.4K	1	0.69%	Increased
411	MSA Mason Street Advisors Milwaukee, Wisconsin	$3.69M	+$30.2K	5	0.12%	Increased
412	EIM Essex Investment Management Boston, Massachusetts	$3.69M	+$1.05M	3	0.61%	Increased
413	PC Pier Capital Stamford, Connecticut	$3.63M	-$2.78M	1	0.59%	Reduced
414	Mitsubishi UFJ Asset Management Tokyo, Japan	$3.58M	-$41.5K	4	0.11%	Reduced
415	VAM Visium Asset Management New York	$3.58M	-$1.48M	2	0.05%	Reduced
416	First Horizon Advisors Memphis, Tennessee	$3.55M	-$30K	3	0.55%	Reduced
417	MPEM Marathon Partners Equity Management New York	$3.52M	$0	1	1.52%	Maintained
418	Virginia Retirement Systems Richmond, Virginia	$3.46M	+$659K	2	0.05%	Increased
419	RB Rodgers Brothers Harmony, Pennsylvania	$3.46M	+$29.6K	1	1.74%	Increased
420	MPM Meritage Portfolio Management Overland Park, Kansas	$3.44M	+$150K	1	0.4%	Increased
421	VAS VR Advisory Services Camana Bay, Grand Cayman, Cayman Islands	$3.42M	+$3.85M	1	5.17%	New
422	CBB Citizens Business Bank Ontario, California	$3.4M	-$91.7K	2	0.64%	Reduced
423	GA Geneva Advisors Chicago, Illinois	$3.39M	+$367K	3	0.07%	Increased
424	SIC Sigma Investment Counselors Northville, Michigan	$3.38M	-$87.6K	1	0.65%	Reduced
425	NAP New Amsterdam Partners New York	$3.27M	+$3.68M	1	0.33%	New