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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
601	GS GAM Systematic Cambridge, United Kingdom	$1.04M	-$1.29M	2	0.24%	Reduced
602	SCA Secor Capital Advisors New York	$1.04M	-$603K	2	0.33%	Reduced
603	RBF Capital San Francisco, California	$1.04M	$0	1	0.22%	Maintained
604	FC Forte Capital Rochester, New York	$1.04M	+$5.75K	1	0.47%	Increased
605	Nordea Investment Management Stockholm, Sweden	$1.03M	-$1.7M	4	0%	Reduced
606	Paradigm Capital Management Inc Albany, New York	$1.02M	$0	1	0.12%	Maintained
607	CCM Catawba Capital Management Roanoke, Virginia	$1M	-$161K	1	0.27%	Reduced
608	PRCM Pine River Capital Management Minnetonka, Minnesota	$1M	+$673K	2	0.01%	Increased
609	AMI Amica Mutual Insurance Providence, Rhode Island	$991K	$0	2	0.09%	Maintained
610	Whittier Trust South Pasadena, California	$988K	-$669K	6	0.05%	Reduced
611	KCM Kanawha Capital Management Richmond, Virginia	$984K	+$6.73K	1	0.19%	Increased
612	Pinnacle Associates New York	$980K	-$257K	2	0.02%	Reduced
613	WCM Westerly Capital Management San Francisco, California	$980K	-$83.3K	1	1.17%	Reduced
614	Associated Banc-Corp Green Bay, Wisconsin	$972K	-$35.6K	1	0.07%	Reduced
615	Meyer Handelman Company Rye Brook, New York	$972K	$0	2	0.05%	Maintained
616	JIR James Investment Research Alpha, Ohio	$967K	-$39.4M	1	0.03%	Reduced
617	AIM Arcadia Investment Management Kalamazoo, Michigan	$961K	-$40.4K	1	0.29%	Reduced
618	GW&K Investment Management Boston, Massachusetts	$959K	-$4.41M	1	0.02%	Reduced
619	KP Keel Point Huntsville, Alabama	$955K	+$352K	1	0.53%	Increased
620	CAM Carret Asset Management New York	$944K	-$8.41K	1	0.21%	Reduced
621	TH Timber Hill Greenwich, Connecticut	$940K	+$477K	1	0%	Increased
622	DSI Daiwa SB Investments Tokyo, Japan	$936K	-$18.2K	1	0.21%	Reduced
623	IA Icon Advisers Greenwood Village, Colorado	$925K	-$108K	1	0.06%	Reduced
624	SC Skylands Capital Milwaukee, Wisconsin	$923K	-$279K	2	0.12%	Reduced
625	MJP Michael J. Puzo	$915K	+$22.4K	1	0.65%	Increased