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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	Johnson Investment Counsel Cincinnati, Ohio	$2.56M	-$61.9K	2	0.09%	Reduced
502	BRM Boston Research & Management Manchester, Massachusetts	$2.51M	+$86.4K	1	1.59%	Increased
503	FWCM First Western Capital Management Los Angeles, California	$2.5M	-$210K	1	0.75%	Reduced
504	PAIM Punch & Associates Investment Management Edina, Minnesota	$2.47M	-$1.47M	1	0.31%	Reduced
505	Park National Corp Newark, Ohio	$2.46M	-$20.6K	1	0.17%	Reduced
506	EIM Essex Investment Management Boston, Massachusetts	$2.44M	+$1.07M	3	0.34%	Increased
507	DILH Dai-ichi Life Holdings Tokyo, Japan	$2.43M	-$47.1K	3	0.07%	Reduced
508	MCM Maple Capital Management Montpelier, Vermont	$2.4M	+$1.32M	1	0.83%	Increased
509	CAM Chesapeake Asset Management New York	$2.4M	$0	1	1.77%	Maintained
510	ACM Ativo Capital Management Chicago, Illinois	$2.39M	+$669K	1	0.94%	Increased
511	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$2.39M	+$2.22M	2	0.2%	New
512	TF Trutina Financial Bellevue, Washington	$2.38M	+$2.24M	1	1.96%	New
513	GL GLG LLC New York	$2.38M	+$71.3K	2	0.07%	Increased
514	GCP GSA Capital Partners London, United Kingdom	$2.32M	+$1.41M	3	0.09%	Increased
515	AFA Abacus FCF Advisors Orlando, Florida	$2.3M	+$2.05M	1	1.13%	New
516	DBT Dubuque Bank & Trust Dubuque, Iowa	$2.29M	+$2.09M	3	0.34%	Increased
517	Wolverine Asset Management Chicago, Illinois	$2.29M	+$510K	2	0.05%	Increased
518	KFS Kurt F. Somerville	$2.27M	+$519K	1	0.52%	Increased
519	HPCM High Pointe Capital Management Chicago, Illinois	$2.23M	+$853K	1	0.8%	Increased
520	VST Van Strum & Towne San Francisco, California	$2.23M	-$23.3K	1	1.39%	Reduced
521	AB AT Bancorp Dubuque, Iowa	$2.21M	-$1.21M	1	0.61%	Reduced
522	WesBanco Bank Wheeling, West Virginia	$2.2M	-$77.9K	2	0.12%	Reduced
523	Boston Financial Management Boston, Massachusetts	$2.15M	+$496K	1	0.27%	Increased
524	Covington Capital Management Los Angeles, California	$2.15M	-$136K	2	0.21%	Reduced
525	AAM Aston Asset Management Chicago, Illinois	$2.14M	+$87.9K	1	0.93%	Increased