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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	KC Kepos Capital New York	$6.59M	+$6.99M	1	0.51%	New
402	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$6.57M	-$3.97M	4	0.02%	Reduced
403	WC Walthausen & Co Malta, New York	$6.46M	+$3.6M	2	0.89%	Increased
404	GIM GCA Investment Management New York	$6.34M	+$131K	2	9.38%	Increased
405	SLG Stanley-Laman Group Berwyn, Pennsylvania	$6.33M	+$3M	2	1.76%	Increased
406	Panagora Asset Management Boston, Massachusetts	$6.32M	+$1.92M	7	0.03%	Increased
407	SCM Stevens Capital Management Radnor, Pennsylvania	$6.29M	-$5.29M	2	0.32%	Reduced
408	CRB Chad R. Baker	$6.25M	$0	1	2.69%	Maintained
409	Mitsubishi UFJ Asset Management Tokyo, Japan	$6.25M	-$364K	4	0.16%	Reduced
410	Scotia Capital Toronto, Ontario, Canada	$6.25M	+$1.04M	3	0.09%	Increased
411	LM Lansing Management New York	$6.24M	+$6.62M	1	8.1%	New
412	MFP Michael F. Price	$6.07M	$0	1	0.83%	Maintained
413	Castleark Management Chicago, Illinois	$5.98M	-$1.42M	1	0.25%	Reduced
414	Element Capital Management New York	$5.96M	-$11.5M	3	0.17%	Reduced
415	BCM Bayesian Capital Management Brooklyn, New York	$5.94M	+$3.46M	3	1.22%	Increased
416	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$5.9M	-$230K	1	3.18%	Reduced
417	Jacobs Levy Equity Management Florham Park, New Jersey	$5.89M	-$18.6M	2	0.1%	Reduced
418	KFS Kurt F. Somerville	$5.88M	-$2.08K	2	1.35%	Reduced
419	M Mirova Paris, France	$5.87M	+$6.19M	2	2.68%	New
420	CEP Chicago Equity Partners Chicago, Illinois	$5.86M	+$596K	4	0.24%	Increased
421	Engineers Gate Manager New York	$5.86M	+$3.13M	6	0.47%	Increased
422	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$5.85M	+$289K	5	0.08%	Increased
423	Wilmington Savings Fund Society Wilmington, Delaware	$5.85M	+$65.9K	1	0.36%	Increased
424	DA Duality Advisers Miami, Florida	$5.79M	+$6.84M	1	0.34%	New
425	RB Rodgers Brothers Harmony, Pennsylvania	$5.76M	+$72.3K	3	1.85%	Increased