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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
426	VE Vega Energy New York	$3.53M	-$1.02M	1	2.43%	Reduced
427	ACP Ashfield Capital Partners San Francisco, California	$3.51M	-$3.5K	1	0.18%	Reduced
428	Peconic Partners New York	$3.49M	-$118K	1	0.43%	Reduced
429	Oregon Public Employees Retirement Fund Tigard, Oregon	$3.42M	-$490	3	0.14%	Reduced
430	BCM Bourgeon Capital Management Darien, Connecticut	$3.41M	+$3.44M	1	2.3%	New
431	SIC Sigma Investment Counselors Northville, Michigan	$3.38M	+$138K	1	0.78%	Increased
432	Fiduciary Trust Boston, Massachusetts	$3.35M	+$1.4M	1	0.15%	Increased
433	SCM Stux Capital Management New York	$3.33M	+$2.33M	2	0.44%	Increased
434	DILH Dai-ichi Life Holdings Tokyo, Japan	$3.32M	$0	3	0.12%	Maintained
435	SEI Trust Company Oaks, Pennsylvania	$3.3M	+$759K	4	0.04%	Increased
436	AL AJO LP Philadelphia, Pennsylvania	$3.26M	+$3.08M	2	0.01%	New
437	FIM Fruth Investment Management Houston, Texas	$3.24M	-$153K	3	1.7%	Reduced
438	CCB Cutter & Co Brokerage Ballwin, Missouri	$3.23M	+$98.4K	1	1.44%	Increased
439	Nippon Life Insurance Tokyo, Japan	$3.23M	-$365K	1	0.1%	Reduced
440	PWM Patriot Wealth Management Houston, Texas	$3.21M	+$3.11M	1	0.95%	New
441	Bridges Investment Management Omaha, Nebraska	$3.19M	+$122K	1	0.79%	Increased
442	AB AT Bancorp Dubuque, Iowa	$3.15M	+$29K	1	1.12%	Increased
443	Paradigm Capital Management Inc Albany, New York	$3.14M	-$10.5M	1	0.19%	Reduced
444	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$3.14M	-$308K	3	0.09%	Reduced
445	Advisors Asset Management Monument, Colorado	$3.13M	+$406K	6	0.06%	Increased
446	Nomura Asset Management Tokyo, Japan	$3.11M	-$2.48M	3	0.06%	Reduced
447	Wilmington Trust Wilmington, Delaware	$3.11M	-$96.3K	1	0.05%	Reduced
448	Commonwealth Equity Services Waltham, Massachusetts	$3.11M	+$458K	5	0.05%	Increased
449	EIM Essex Investment Management Boston, Massachusetts	$3.06M	+$45.7K	1	0.46%	Increased
450	Pinnacle Associates New York	$3.04M	+$93.6K	2	0.06%	Increased