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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	Squarepoint New York	$2.31M	+$1.71M	3	0.14%	Increased
527	Mondrian Investment Partners London, United Kingdom	$2.31M	$0	1	0.05%	Maintained
528	GHA Garcia Hamilton & Associates Houston, Texas	$2.31M	-$113K	1	1.39%	Reduced
529	CAM Chesapeake Asset Management New York	$2.28M	-$343K	1	1.86%	Reduced
530	OAM Origin Asset Management London, United Kingdom	$2.27M	$0	1	0.15%	Maintained
531	BCM BTR Capital Management Oakland, California	$2.27M	-$3.67M	1	0.52%	Reduced
532	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$2.26M	-$130K	2	0.31%	Reduced
533	Nippon Life Insurance Tokyo, Japan	$2.25M	-$27.3K	1	0.06%	Reduced
534	Covington Capital Management Los Angeles, California	$2.23M	-$13.4K	2	0.21%	Reduced
535	DC Deere & Company Moline, Illinois	$2.22M	+$247K	4	0.12%	Increased
536	ETrade Capital Management Arlington, Virginia	$2.18M	+$45K	3	0.12%	Increased
537	Martingale Asset Management Boston, Massachusetts	$2.17M	-$5M	2	0.04%	Reduced
538	Johnson Investment Counsel Cincinnati, Ohio	$2.16M	-$52.5K	2	0.07%	Reduced
539	Numeric Investors Boston, Massachusetts	$2.16M	-$5.65M	2	0.02%	Reduced
540	Wedbush Securities Los Angeles, California	$2.14M	-$246K	2	0.35%	Reduced
541	AIM Alambic Investment Management Belvedere, California	$2.1M	+$1.16M	2	0.53%	Increased
542	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$2.1M	-$252K	1	0.94%	Reduced
543	DILH Dai-ichi Life Holdings Tokyo, Japan	$2.09M	$0	2	0.06%	Maintained
544	FAM Fortaleza Asset Management Chicago, Illinois	$2.07M	+$1.79M	2	1.69%	Increased
545	FIM FourPoints Investment Managers Paris, France	$2.07M	-$2.04M	1	1.44%	Reduced
546	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$2.06M	-$496K	3	0.08%	Reduced
547	SEC Seven Eight Capital New York	$2.06M	+$1.69M	3	0.71%	Increased
548	Capital Guardian Trust Los Angeles, California	$2.05M	+$308K	3	0.02%	Increased
549	Rathbones Group Liverpool, United Kingdom	$2.04M	-$21.7K	1	0.11%	Reduced
550	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.04M	$0	3	0.09%	Maintained