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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	IEFM IQ EQ Fund Management Dublin 2, Ireland	$15.6M	+$6.63M	6	1.83%	Increased
427	MML Investors Services Springfield, Massachusetts	$15.5M	+$5.49M	8	0.07%	Increased
428	USS Investment Management London, United Kingdom	$15.5M	-$2.23M	2	0.14%	Reduced
429	Silvercrest Asset Management New York	$15.4M	+$2.06M	3	0.11%	Increased
430	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$15.3M	+$2.25M	9	0.02%	Increased
431	MC Middleton & Co Boston, Massachusetts	$15.2M	-$442K	2	1.89%	Reduced
432	Första AP-fonden Stockholm, Sweden	$15M	-$823K	2	0.15%	Reduced
433	QRG Capital Management Chicago, Illinois	$14.9M	+$724K	7	0.22%	Increased
434	Schroder Investment Management Group London, United Kingdom	$14.8M	-$3.56M	5	0.02%	Reduced
435	INTECH Investment Management West Palm Beach, Florida	$14.7M	-$3.8M	3	0.21%	Reduced
436	Parallel Advisors San Francisco, California	$14.6M	-$325K	8	0.43%	Reduced
437	Illinois Municipal Retirement Fund Oak Brook, Illinois	$14.5M	+$956K	8	0.24%	Increased
438	First Manhattan New York	$14.5M	-$826K	8	0.05%	Reduced
439	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$14.5M	+$1.27M	6	0.14%	Increased
440	HRT Financial New York	$14.4M	-$61.7M	6	0.11%	Reduced
441	DP DDD Partners Bellevue, Washington	$14.3M	-$220K	1	1.93%	Reduced
442	Shelton Capital Management Denver, Colorado	$14.3M	+$6.73M	4	0.45%	Increased
443	NAMM NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$14.2M	-$55.8K	2	4.12%	Reduced
444	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$14.2M	+$83.2K	1	2.9%	Increased
445	LHC Lodge Hill Capital New York	$14.1M	-$8.44M	1	6.23%	Reduced
446	Natixis Paris, France	$14.1M	+$5.52M	7	0.1%	Increased
447	CAM Capco Asset Management Tampa, Florida	$14M	-$77.3K	1	3.35%	Reduced
448	HA Heartland Advisors Milwaukee, Wisconsin	$13.9M	$0	1	0.72%	Maintained
449	KFS Kurt F. Somerville	$13.8M	+$320K	2	2.61%	Increased
450	NPPM North Point Portfolio Managers Orange Village, Ohio	$13.8M	-$87.1K	1	2.52%	Reduced