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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	SGI Summit Global Investments Bountiful, Utah	$7.99M	-$29.5K	1	1.07%	Reduced
402	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$7.97M	+$1.23M	1	3.18%	Increased
403	LC Lunia Capital Dallas, Texas	$7.94M	+$7.37M	1	1.67%	New
404	Mitsubishi UFJ Asset Management Tokyo, Japan	$7.92M	+$30.8K	4	0.16%	Increased
405	Castleark Management Chicago, Illinois	$7.9M	+$7.76M	1	0.23%	New
406	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$7.83M	-$25.4K	6	0.05%	Reduced
407	TA Teton Advisors Rye, New York	$7.77M	+$76.9K	3	0.68%	Increased
408	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$7.74M	-$3.81M	1	3.29%	Reduced
409	Rathbones Group Liverpool, United Kingdom	$7.67M	+$55.3K	1	0.26%	Increased
410	MFP Michael F. Price	$7.63M	$0	1	0.95%	Maintained
411	CCM Carderock Capital Management Chevy Chase, Maryland	$7.62M	-$62.8K	1	3%	Reduced
412	BOK Financial Tulsa, Oklahoma	$7.61M	+$415K	4	0.19%	Increased
413	Fenimore Asset Management Cobleskill, New York	$7.56M	$0	1	0.27%	Maintained
414	Commerzbank Aktiengesellschaft Frankfurt, Germany	$7.53M	+$2.12M	3	0.07%	Increased
415	CRB Chad R. Baker	$7.48M	$0	1	2.73%	Maintained
416	Clifford Swan Investment Counsel Pasadena, California	$7.44M	-$353K	1	0.39%	Reduced
417	GAAM Guinness Atkinson Asset Management Pasadena, California	$7.42M	-$926K	1	4.76%	Reduced
418	FCM Flinton Capital Management Philadelphia, Pennsylvania	$7.42M	-$1.77M	3	0.23%	Reduced
419	GIM GCA Investment Management New York	$7.41M	+$2.57M	2	9.66%	Increased
420	PP Paloma Partners Greenwich, Connecticut	$7.3M	+$5.49M	5	0.13%	Increased
421	Guinness Asset Management London, United Kingdom	$7.28M	$0	1	1.32%	Maintained
422	LPL Financial San Diego, California	$7.17M	-$155K	6	0.02%	Reduced
423	KFS Kurt F. Somerville	$7.09M	-$18.3K	2	1.42%	Reduced
424	DZ Bank Frankfurt Am Main, Germany	$7.01M	-$4.82M	3	0.02%	Reduced
425	Daiwa Securities Group Tokyo, Japan	$7M	-$686K	5	0.06%	Reduced