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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	RCM Riverhead Capital Management Wilmington, Delaware	$7.78M	+$702K	6	0.31%	Increased
402	NA Navellier & Associates Reno, Nevada	$7.72M	+$6.51M	1	1.07%	Increased
403	MSA Mason Street Advisors Milwaukee, Wisconsin	$7.65M	+$96.6K	5	0.17%	Increased
404	NC NBW Capital Boston, Massachusetts	$7.6M	+$662K	1	2.17%	Increased
405	SGI Summit Global Investments Bountiful, Utah	$7.47M	+$7.47M	1	1.13%	New
406	BOK Financial Tulsa, Oklahoma	$7.46M	+$1.09M	4	0.2%	Increased
407	1832 Asset Management Toronto, Ontario, Canada	$7.45M	-$869K	2	0.03%	Reduced
408	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$7.4M	$0	6	0.05%	Maintained
409	Achmea Investment Management Zeist, Netherlands	$7.28M	+$1.74M	3	0.25%	Increased
410	TA Teton Advisors Rye, New York	$7.28M	+$215K	3	0.65%	Increased
411	Fenimore Asset Management Cobleskill, New York	$7.21M	$0	1	0.27%	Maintained
412	Mitsubishi UFJ Asset Management Tokyo, Japan	$7.17M	+$159K	4	0.16%	Increased
413	CCM Carderock Capital Management Chevy Chase, Maryland	$7.15M	-$159K	1	3.09%	Reduced
414	ESCM Echo Street Capital Management New York	$7.15M	+$563K	1	0.17%	Increased
415	DnB Asset Management Oslo, Norway	$7.07M	+$754K	2	0.08%	Increased
416	Steward Partners Investment Advisory New York	$7.07M	+$245K	8	0.42%	Increased
417	MLM Mount Lucas Management Newtown, Pennsylvania	$6.89M	-$141K	2	1.04%	Reduced
418	GHCM Glen Harbor Capital Management San Diego, California	$6.84M	+$591K	5	0.15%	Increased
419	Guinness Asset Management London, United Kingdom	$6.79M	+$1.06M	1	1.33%	Increased
420	Daiwa Securities Group Tokyo, Japan	$6.76M	-$406K	5	0.05%	Reduced
421	Hermes Investment Management London Uk, United Kingdom	$6.74M	+$590K	2	0.09%	Increased
422	LPL Financial San Diego, California	$6.7M	+$212K	6	0.02%	Increased
423	Bank of Nova Scotia Toronto, Ontario, Canada	$6.62M	+$761K	3	0.04%	Increased
424	KC Kepos Capital New York	$6.61M	+$1.46M	1	0.34%	Increased
425	MPAM Monarch Partners Asset Management Boston, Massachusetts	$6.51M	+$3.45M	1	0.59%	Increased