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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
451	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$15.6M	-$183K	1	3.02%	Reduced
452	RIA RPG Investment Advisory Pleasanton, California	$15.5M	+$13.5K	1	2.33%	Increased
453	CIBC World Markets New York	$15.3M	-$27.3M	4	0.1%	Reduced
454	First Manhattan New York	$15.2M	-$354K	7	0.05%	Reduced
455	Peregrine Capital Management Minneapolis, Minnesota	$15.1M	-$881K	2	0.43%	Reduced
456	HTI Hikari Tsushin Inc Tokyo, Japan	$15.1M	+$5.44M	2	1.2%	Increased
457	VIM Vancity Investment Management Vancouver, British Columbia, Canada	$14.9M	-$18.7M	1	1.77%	Reduced
458	Moran Wealth Management Naples, Florida	$14.9M	-$4.47M	3	0.48%	Reduced
459	Brandywine Global Investment Management Philadelphia, Pennsylvania	$14.7M	+$2.03M	2	0.11%	Increased
460	TCMG TSP Capital Management Group Summit, New Jersey	$14.6M	-$139K	1	4.7%	Reduced
461	NRS Neville Rodie & Shaw New York	$14.6M	-$58.4K	2	1.11%	Reduced
462	Calamos Advisors Naperville, Illinois	$14.6M	+$1.52M	2	0.07%	Increased
463	Everett Harris & Co Los Angeles, California	$14.5M	+$1.48M	1	0.19%	Increased
464	Algert Global San Francisco, California	$14.4M	+$3.6M	2	0.56%	Increased
465	TPCM Two Point Capital Management Pittsford, New York	$14.4M	+$297K	1	5.93%	Increased
466	BOK Financial Tulsa, Oklahoma	$14.2M	+$6.47M	7	0.26%	Increased
467	EP Edgestream Partners Princeton, New Jersey	$14.2M	-$6.01M	6	0.71%	Reduced
468	NGM North Growth Management Vancouver, British Columbia, Canada	$14.2M	-$142K	1	2.71%	Reduced
469	NPPM North Point Portfolio Managers Orange Village, Ohio	$14.1M	-$136K	1	2.38%	Reduced
470	HCM Hahn Capital Management Walnut Creek, California	$14.1M	-$7.72M	2	8.41%	Reduced
471	British Columbia Investment Management Victoria, British Columbia, Canada	$13.9M	+$505K	4	0.1%	Increased
472	SRC Stone Run Capital New York	$13.9M	-$437K	2	5.3%	Reduced
473	NIG NFJ Investment Group Dallas, Texas	$13.9M	-$1.01M	1	0.38%	Reduced
474	CAM Capco Asset Management Tampa, Florida	$13.8M	-$528K	1	3.32%	Reduced
475	CSM Advisors Warrendale, Pennsylvania	$13.8M	+$144K	1	0.91%	Increased