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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	LSV Asset Management Chicago, Illinois	$12.2M	+$3.8M	1	0.03%	Increased
402	TCA Taconic Capital Advisors New York	$12M	+$7.43M	1	0.34%	Increased
403	SRC Stone Run Capital New York	$12M	-$163K	2	6.08%	Reduced
404	BCM Bornite Capital Management New York	$12M	-$5.94M	1	3.13%	Reduced
405	NRS Neville Rodie & Shaw New York	$11.9M	-$47.5K	2	1.12%	Reduced
406	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$11.8M	-$2M	2	0.48%	Reduced
407	WBC Westpac Banking Corp Sydney, Australia	$11.8M	-$3.28M	4	0.17%	Reduced
408	Xponance Philadelphia, Pennsylvania	$11.8M	+$2.09M	6	0.19%	Increased
409	Tudor Investment Corp Stamford, Connecticut	$11.8M	+$1.37M	5	0.23%	Increased
410	Meag Munich Ergo Munich, Germany	$11.7M	+$21K	1	0.63%	Increased
411	CAM Capco Asset Management Tampa, Florida	$11.7M	+$601K	1	3.3%	Increased
412	NGM North Growth Management Vancouver, British Columbia, Canada	$11.6M	$0	1	2.64%	Maintained
413	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$11.6M	+$2.18M	2	1.84%	Increased
414	RT Rockland Trust Hanover, Massachusetts	$11.5M	+$415K	1	0.73%	Increased
415	Assenagon Asset Management Senningerberg, Luxembourg	$11.3M	-$1.6M	9	0.04%	Reduced
416	SG Americas Securities New York	$11.3M	-$6.74M	10	0.14%	Reduced
417	Calamos Advisors Naperville, Illinois	$11.3M	-$20.6M	1	0.05%	Reduced
418	Pinnacle Associates New York	$11.3M	-$331K	4	0.25%	Reduced
419	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$11.2M	+$3.86M	2	0.03%	Increased
420	APF Alaska Permanent Fund Juneau, Alaska	$11.2M	-$19.8K	2	0.18%	Reduced
421	Waratah Capital Advisors Toronto, Ontario, Canada	$11.1M	-$33.1M	1	0.18%	Reduced
422	Kennedy Capital Management St Louis, Missouri	$11.1M	+$4.2M	3	0.31%	Increased
423	Highbridge Capital Management New York	$11.1M	+$552K	1	0.31%	Increased
424	FWSM First Wilshire Securities Management Pasadena, California	$11.1M	-$162K	2	3.87%	Reduced
425	JMFC J.M. Forbes & Co Boston, Massachusetts	$11M	+$240K	2	1.59%	Increased