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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
526	Brevan Howard Capital Management St. Helier, Jersey	$11M	+$2.61M	7	0.08%	Increased
527	VHAM Van Hulzen Asset Management El Dorado Hills, California	$10.9M	-$1.24M	4	0.78%	Reduced
528	Public Employees Retirement Association of Colorado Denver, Colorado	$10.8M	-$1.35M	9	0.04%	Reduced
529	GG Greenwood Gearhart Fayetteville, Arkansas	$10.8M	+$635K	1	0.5%	Increased
530	PensionDanmark Copenhagen O, Denmark	$10.8M	-$4.5M	3	0.09%	Reduced
531	BTC Bank & Trust Company Litchfield, Illinois	$10.8M	+$35.8K	1	6.79%	Increased
532	MCM Monarch Capital Management Fort Wayne, Indiana	$10.7M	-$196K	2	2.46%	Reduced
533	Elo Mutual Pension Insurance Espoo, Finland	$10.7M	-$1.41M	3	0.14%	Reduced
534	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$10.7M	+$5.37M	7	0.57%	Increased
535	NAMM NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$10.6M	-$765K	2	3.12%	Reduced
536	Evelyn Partners London,	$10.6M	+$10.5M	2	0.02%	New
537	Horizon Investments Charlotte, North Carolina	$10.6M	-$3.42M	7	0.12%	Reduced
538	Verition Fund Management Greenwich, Connecticut	$10.6M	-$6.2M	6	0.05%	Reduced
539	O'Shaughnessy Asset Management Stamford, Connecticut	$10.6M	-$3.14M	8	0.05%	Reduced
540	PWC PYA Waltman Capital Knoxville, Tennessee	$10.6M	-$372K	1	2.51%	Reduced
541	Macquarie Group Sydney, NSW 2000, Australia	$10.5M	+$2.72M	4	0.05%	Increased
542	Avanza Fonder Stockholm, Sweden	$10.5M	+$1.74M	4	0.23%	Increased
543	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$10.5M	-$18.1K	3	0.07%	Reduced
544	CAM Crown Advisors Management Larkspur, California	$10.5M	-$547K	1	5.76%	Reduced
545	MIM Marco Investment Management Atlanta, Georgia	$10.5M	+$313K	2	0.69%	Increased
546	TCMG TSP Capital Management Group Summit, New Jersey	$10.4M	+$10.2M	1	2.49%	New
547	NGM North Growth Management Vancouver, British Columbia, Canada	$10.3M	+$123K	1	1.32%	Increased
548	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$10.3M	$0	3	0.07%	Maintained
549	Aptus Capital Advisors Fairhope, Alabama	$10.3M	+$750K	4	0.07%	Increased
550	Stephens Inc Little Rock, Arkansas	$10.3M	-$203K	2	0.12%	Reduced