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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
476	CIBC World Market Toronto, Ontario, Canada	$13.6M	+$6.71M	5	0.03%	Increased
477	Ethic Inc New York	$13.6M	-$1.06M	5	0.27%	Reduced
478	KFS Kurt F. Somerville	$13.5M	-$93.6K	2	2.26%	Reduced
479	MC Middleton & Co Boston, Massachusetts	$13.5M	-$1.58K	2	1.49%	Reduced
480	TPCM Two Point Capital Management Pittsford, New York	$13.4M	+$551	1	4.8%	Increased
481	OFCM One Fin Capital Management San Francisco, California	$13.4M	-$4.45M	1	5.78%	Reduced
482	Waverly Advisors Birmingham, Alabama	$13.3M	+$849K	3	0.21%	Increased
483	Readystate Asset Management Chicago, Illinois	$13.3M	+$15.1M	1	0.41%	New
484	O'Shaughnessy Asset Management Stamford, Connecticut	$13.2M	+$26.8K	9	0.11%	Increased
485	GWI Grace & White Inc Ny, New York	$13.2M	$0	1	2.47%	Maintained
486	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$13.2M	+$2.74M	2	0.11%	Increased
487	SIC SFE Investment Counsel Los Angeles, California	$13.2M	+$1.53M	3	2.8%	Increased
488	Cullen/Frost Bankers San Antonio, Texas	$13.1M	+$919K	7	0.18%	Increased
489	NAAA New Age Alpha Advisors Rye, New York	$12.8M	+$13.5M	6	0.52%	Increased
490	CAM Capco Asset Management Tampa, Florida	$12.7M	-$210K	1	2.86%	Reduced
491	NPPM North Point Portfolio Managers Orange Village, Ohio	$12.7M	-$306K	1	2.21%	Reduced
492	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$12.7M	+$857K	4	0.13%	Increased
493	Hotchkis & Wiley Capital Management Los Angeles, California	$12.7M	+$2.82M	1	0.04%	Increased
494	SRC Stone Run Capital New York	$12.6M	-$227K	2	4.94%	Reduced
495	SAM Shell Asset Management The Hague, Netherlands	$12.6M	-$2.99M	7	0.55%	Reduced
496	NRS Neville Rodie & Shaw New York	$12.4M	-$21.6K	2	0.9%	Reduced
497	Peregrine Capital Management Minneapolis, Minnesota	$12.3M	+$1.27M	2	0.36%	Increased
498	USS Investment Management London, United Kingdom	$12.3M	+$632K	2	0.09%	Increased
499	Varma Mutual Pension Insurance Co Helsinki, Finland	$12.2M	-$4.98M	1	0.09%	Reduced
500	TCM Telos Capital Management San Diego, California	$12.2M	-$30.1K	2	1.3%	Reduced