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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
501	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$12M	+$12M	2	0.66%	New
502	Summit Trail Advisors New York	$12M	+$2.58M	6	0.15%	Increased
503	DG Daventry Group New York	$11.9M	+$10.5M	1	8.98%	New
504	CRB Chad R. Baker	$11.8M	+$136K	1	1.91%	Increased
505	RCW Rheos Capital Works Tokyo, Japan	$11.8M	-$2.41M	1	0.67%	Reduced
506	RIM Ranger Investment Management Dallas, Texas	$11.8M	+$7.19M	1	0.74%	New
507	EIM Essex Investment Management Boston, Massachusetts	$11.7M	+$2.45M	3	1.54%	Increased
508	British Columbia Investment Management Victoria, British Columbia, Canada	$11.7M	+$682K	3	0.07%	Increased
509	INTECH Investment Management West Palm Beach, Florida	$11.7M	-$6.15M	11	0.11%	Reduced
510	SI Sprott Inc Toronto, Ontario, Canada	$11.7M	+$2.69M	1	0.37%	Increased
511	Glenview Trust Louisville, Kentucky	$11.6M	+$1.31M	2	0.16%	Increased
512	First Manhattan New York	$11.6M	-$337K	6	0.03%	Reduced
513	Dai-ichi Life Insurance Company Tokyo, Japan	$11.5M	+$1.08M	2	0.27%	Increased
514	Natixis Paris, France	$11.5M	-$25.4M	6	0.05%	Reduced
515	QRG Capital Management Chicago, Illinois	$11.4M	-$5.49M	6	0.09%	Reduced
516	PIP Palisades Investment Partners Santa Monica, California	$11.4M	-$3.9M	3	3.25%	Reduced
517	RG Renaissance Group Covington, Kentucky	$11.4M	+$6.97M	1	0.46%	New
518	Cambridge Investment Research Advisors Fairfield, Iowa	$11.4M	-$1.85M	8	0.03%	Reduced
519	PDM Penn Davis McFarland Dallas, Texas	$11.3M	-$11.8K	1	1.01%	Reduced
520	Sit Investment Associates Minneapolis, Minnesota	$11.3M	+$1.47M	3	0.21%	Increased
521	Evercore Wealth Management New York	$11.2M	-$2.02M	2	0.16%	Reduced
522	&Partners Nashville, Tennessee	$11.2M	+$2.97M	9	0.05%	Increased
523	JGUA John G. Ullman & Associates Corning, New York	$11M	-$2.11M	4	1.33%	Reduced
524	UniSuper Management Melbourne, Victoria, Australia	$11M	-$35.3M	3	0.06%	Reduced
525	DI Deeter Investments Austin, Texas	$11M	+$10.7M	1	1.52%	New