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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	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$14.2M	-$3.09M	2	2.79%	Reduced
427	NAMM NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$14.1M	+$925K	2	4.14%	Increased
428	KLWA Kelly Lawrence W & Associates Pasadens, California	$14M	-$163K	1	3.62%	Reduced
429	Nissay Asset Management Tokyo, Japan	$14M	+$835K	5	0.12%	Increased
430	Capital Fund Management (CFM) Paris, France	$13.9M	+$1.85M	1	0.06%	Increased
431	HA Heartland Advisors Milwaukee, Wisconsin	$13.9M	+$450K	1	0.8%	Increased
432	Great Lakes Advisors Chicago, Illinois	$13.9M	-$2.15M	4	0.14%	Reduced
433	Parallel Advisors San Francisco, California	$13.6M	+$393K	8	0.44%	Increased
434	GW&K Investment Management Boston, Massachusetts	$13.4M	+$4.61M	3	0.13%	Increased
435	Moran Wealth Management Naples, Florida	$13.3M	+$773K	3	0.5%	Increased
436	KFS Kurt F. Somerville	$13.2M	+$78.8K	2	2.52%	Increased
437	TCW Group Los Angeles, California	$13.2M	+$2.68M	2	0.15%	Increased
438	SRC Stone Run Capital New York	$13.2M	-$347K	2	5.85%	Reduced
439	UMB Bank Kansas City, Missouri	$13M	+$183K	6	0.2%	Increased
440	Creative Planning Overland Park, Kansas	$13M	+$1.53M	7	0.02%	Increased
441	TCMG TSP Capital Management Group Summit, New Jersey	$12.9M	-$57.8K	1	4.66%	Reduced
442	Vest Financial Mclean, Virginia	$12.9M	+$1.95M	1	1.2%	Increased
443	VHAM Van Hulzen Asset Management El Dorado Hills, California	$12.7M	+$8.44M	3	1.08%	Increased
444	PDM Penn Davis McFarland Dallas, Texas	$12.5M	-$68.2K	1	2.23%	Reduced
445	MCM Monarch Capital Management Fort Wayne, Indiana	$12.5M	-$346K	2	3.78%	Reduced
446	Maryland State Retirement & Pension System Baltimore, Maryland	$12.4M	+$90.4K	8	0.26%	Increased
447	CAM Capco Asset Management Tampa, Florida	$12.4M	-$85.1K	1	3.19%	Reduced
448	EP Edgestream Partners Princeton, New Jersey	$12.4M	+$10.4M	5	1.12%	Increased
449	NPPM North Point Portfolio Managers Orange Village, Ohio	$12.3M	-$3.85M	1	2.45%	Reduced
450	Vident Investment Advisory Alpharetta, Georgia	$12.3M	-$986K	5	0.42%	Reduced