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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	Walleye Capital New York	$14.5M	+$5.82M	3	0.05%	Increased
502	OMERS Administration Corp Toronto, Ontario, Canada	$14.4M	-$864K	3	0.1%	Reduced
503	TCM Telos Capital Management San Diego, California	$14.3M	-$80.4K	2	1.37%	Reduced
504	Cooke & Bieler Philadelphia, Pennsylvania	$14.3M	-$3.82M	1	0.15%	Reduced
505	Sit Investment Associates Minneapolis, Minnesota	$14.2M	-$946K	3	0.29%	Reduced
506	HTI Hikari Tsushin Inc Tokyo, Japan	$14.2M	$0	2	0.95%	Maintained
507	PDM Penn Davis McFarland Dallas, Texas	$14.2M	-$43.7K	1	1.47%	Reduced
508	Stephens Inc Little Rock, Arkansas	$14.2M	+$2.01M	2	0.18%	Increased
509	RBCM Raub Brock Capital Management Larkspur, California	$14.1M	-$153K	1	3.03%	Reduced
510	Silvercrest Asset Management New York	$14M	-$163K	4	0.09%	Reduced
511	KLWA Kelly Lawrence W & Associates Pasadens, California	$14M	+$91.7K	1	3.4%	Increased
512	RR Robotti Robert	$14M	-$82.4K	1	2.43%	Reduced
513	CM Cercano Management Bellevue, Washington	$13.9M	-$12.7M	1	0.53%	Reduced
514	PR Payden & Rygel Los Angeles, California	$13.9M	+$1.64M	1	1.15%	Increased
515	CCS Concentric Capital Strategies Stamford, Connecticut	$13.9M	-$4.65M	3	0.62%	Reduced
516	Empowered Funds Havertown, Pennsylvania	$13.8M	+$3.38M	6	0.14%	Increased
517	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$13.8M	+$112K	3	0.11%	Increased
518	Commerzbank Aktiengesellschaft Frankfurt, Germany	$13.4M	+$23K	2	0.28%	Increased
519	MML Investors Services Springfield, Massachusetts	$13.4M	+$1.06M	8	0.04%	Increased
520	PWC PYA Waltman Capital Knoxville, Tennessee	$13.3M	+$5.43M	1	3.57%	Increased
521	Kennedy Capital Management St Louis, Missouri	$13.3M	-$1.23M	2	0.29%	Reduced
522	NRS Neville Rodie & Shaw New York	$13.3M	-$32.1K	2	0.96%	Reduced
523	MAM Meeder Asset Management Dublin, Ohio	$13.2M	+$14.1M	4	0.76%	Increased
524	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$13.2M	+$1.13M	6	0.5%	Increased
525	Illinois Municipal Retirement Fund Oak Brook, Illinois	$13.2M	-$1.07M	6	0.17%	Reduced