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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	LCP Lombardia Capital Partners Pasadena, California	$2.65M	-$5.38M	1	0.17%	Reduced
502	RBA Richard Bernstein Advisors New York	$2.64M	$0	1	0.25%	Maintained
503	DBT Dubuque Bank & Trust Dubuque, Iowa	$2.63M	-$38.7K	3	0.51%	Reduced
504	QAM Quantres Asset Management Cayman, Cayman Islands	$2.63M	+$2.65M	3	1.63%	New
505	Capital Fund Management (CFM) Paris, France	$2.62M	-$1.43M	3	0.02%	Reduced
506	SFS Strategic Financial Services Utica, New York	$2.62M	-$39K	1	0.53%	Reduced
507	ACM Atika Capital Management New York	$2.6M	+$2.31M	1	1.11%	New
508	Donaldson Capital Management Evansville, Indiana	$2.59M	+$93.7K	1	0.36%	Increased
509	SH Svenska Handelsbanken Stockholm, Sweden	$2.57M	-$128K	1	0.16%	Reduced
510	Salem Investment Counselors Winston Salem, North Carolina	$2.57M	$0	1	0.31%	Maintained
511	AGF Investments Inc Toronto, Ontario, Canada	$2.53M	+$34K	2	0.03%	Increased
512	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$2.51M	+$184K	3	0.05%	Increased
513	BOK Financial Tulsa, Oklahoma	$2.47M	+$93.7K	4	0.09%	Increased
514	MassMutual Private Wealth & Trust Windsor, Connecticut	$2.47M	+$228K	2	0.31%	Increased
515	CAS Cue Advisory Services Phoenix, Arizona	$2.46M	+$85.4K	2	2.11%	Increased
516	Parallax Volatility Advisers San Francisco, California	$2.46M	+$1.83M	4	0%	Increased
517	SSCM Summit Street Capital Management New York	$2.45M	-$363K	1	2.73%	Reduced
518	I2I Insight 2811 Inc Chicago, Illinois	$2.41M	-$37.4K	1	0.93%	Reduced
519	SLG Stanley-Laman Group Berwyn, Pennsylvania	$2.41M	-$136K	3	0.94%	Reduced
520	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$2.41M	+$41.7K	3	0.07%	Increased
521	GA Geneva Advisors Chicago, Illinois	$2.4M	-$46.9K	3	0.05%	Reduced
522	GL GLG LLC New York	$2.36M	+$1.93M	2	0.18%	Increased
523	Jones Financial Companies Des Peres, Missouri	$2.35M	-$166K	1	0.01%	Reduced
524	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$2.33M	-$110K	1	1.06%	Reduced
525	Guinness Asset Management London, United Kingdom	$2.33M	$0	1	0.64%	Maintained