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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	AIM Assured Investment Management New York	$6.21M	+$3.89M	1	0.13%	Increased
402	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$6.11M	-$43.3K	1	0.64%	Reduced
403	ICM Ionic Capital Management New York	$6.03M	+$1.3M	1	0.24%	Increased
404	Loews Corp New York	$5.95M	-$299K	1	0.04%	Reduced
405	Wilmington Savings Fund Society Wilmington, Delaware	$5.92M	+$765K	1	0.34%	Increased
406	CRB Chad R. Baker	$5.86M	-$1.35M	1	2.31%	Reduced
407	PIA Piedmont Investment Advisors Durham, North Carolina	$5.85M	-$809K	5	0.12%	Reduced
408	3C 361 Capital Denver, Colorado	$5.84M	-$2.62M	2	1.12%	Reduced
409	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$5.79M	$0	5	0.07%	Maintained
410	ClearBridge Investments New York	$5.78M	+$113K	1	0.01%	Increased
411	Zurich Insurance Group Zurich, Switzerland	$5.74M	-$817K	2	0.16%	Reduced
412	DnB Asset Management Oslo, Norway	$5.68M	+$107K	2	0.08%	Increased
413	SAM Sentinel Asset Management Montpelier, Vermont	$5.64M	$0	1	0.13%	Maintained
414	Cooke & Bieler Philadelphia, Pennsylvania	$5.6M	+$4.94M	1	0.1%	New
415	KFS Kurt F. Somerville	$5.55M	+$313K	1	1.11%	Increased
416	Twin Tree Management Dallas, Texas	$5.5M	+$4.85M	2	0.04%	Increased
417	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$5.46M	+$4.89M	2	0.45%	New
418	Gateway Investment Advisers Cincinnati, Ohio	$5.39M	-$307K	3	0.05%	Reduced
419	DTL Dynamic Technology Lab Singapore	$5.37M	+$4.78M	5	0.87%	Increased
420	FIB First Interstate Bank Billings, Montana	$5.35M	+$298K	2	1.15%	Increased
421	BOK Financial Tulsa, Oklahoma	$5.29M	+$35.5K	5	0.15%	Increased
422	FP Foundry Partners Minneapolis, Minnesota	$5.25M	+$388K	1	0.21%	Increased
423	Steward Partners Investment Advisory New York	$5.23M	+$340K	6	0.53%	Increased
424	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$5.22M	+$2.39M	1	0.7%	Increased
425	PCM Parsons Capital Management Providence, Rhode Island	$5.15M	-$4.78K	2	0.61%	Reduced