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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	AIM Alambic Investment Management Belvedere, California	$3.22M	+$375K	2	0.4%	Increased
502	Brinker Capital Berwyn, Pennsylvania	$3.21M	+$34.9K	3	0.15%	Increased
503	RBA Richard Bernstein Advisors New York	$3.2M	$0	1	0.25%	Maintained
504	BRM Boston Research & Management Manchester, Massachusetts	$3.16M	-$134K	1	1.72%	Reduced
505	OMERS Administration Corp Toronto, Ontario, Canada	$3.16M	+$3.07M	1	0.04%	New
506	Picton Mahoney Asset Management Toronto, Ontario, Canada	$3.15M	+$495K	1	0.21%	Increased
507	AGF Investments Inc Toronto, Ontario, Canada	$3.13M	+$357K	2	0.03%	Increased
508	Nomura Holdings Tokyo, Japan	$3.13M	-$1.23M	3	0.01%	Reduced
509	OAM Oxford Asset Management Oxford, United Kingdom	$3.12M	+$1.43M	3	0.08%	Increased
510	GCP GSA Capital Partners London, United Kingdom	$3.11M	+$1.51M	3	0.17%	Increased
511	CSC Cove Street Capital El Segundo, California	$3.09M	-$4.03M	1	0.33%	Reduced
512	Salem Investment Counselors Winston Salem, North Carolina	$3.09M	$0	1	0.33%	Maintained
513	MI Markston International White Plains, New York	$3.08M	-$486K	1	0.3%	Reduced
514	CI Investments Inc Toronto, Ontario, Canada	$3.04M	$0	1	0.03%	Maintained
515	CCP Cardan Capital Partners Denver, Colorado	$3.04M	-$14.3K	1	0.63%	Reduced
516	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$3.01M	+$230K	3	0.05%	Increased
517	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$3M	-$11K	1	0.61%	Reduced
518	Washington Trust Westerly, Rhode Island	$3M	-$744K	1	0.19%	Reduced
519	Martingale Asset Management Boston, Massachusetts	$3M	-$1.38M	2	0.04%	Reduced
520	TCM Twin Capital Management Mcmurray, Pennsylvania	$2.98M	+$544K	2	0.18%	Increased
521	SW SVB Wealth Boston, Massachusetts	$2.98M	-$386K	2	0.12%	Reduced
522	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$2.95M	+$86.8K	1	0.36%	Increased
523	SIC SFE Investment Counsel Los Angeles, California	$2.94M	-$39.2K	1	1.08%	Reduced
524	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$2.92M	-$190K	1	0.43%	Reduced
525	JGUA John G. Ullman & Associates Corning, New York	$2.86M	-$692K	2	0.59%	Reduced