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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	SCM Stellar Capital Management Phoenix, Arizona	$1.54M	+$22.4K	1	1.68%	Increased
602	FMT First Mercantile Trust Cordova, Tennessee	$1.54M	-$393K	2	0.19%	Reduced
603	DCM Dialectic Capital Management Norwalk, Connecticut	$1.54M	-$1.1M	1	0.51%	Reduced
604	Sarasin & Partners London, United Kingdom	$1.53M	-$404K	2	0.03%	Reduced
605	DTL Dynamic Technology Lab Singapore	$1.52M	+$1.23M	5	0.41%	Increased
606	HPCM High Pointe Capital Management Chicago, Illinois	$1.51M	-$88.1K	1	2.31%	Reduced
607	NI Nuance Investments Kansas City, Missouri	$1.5M	-$1.13M	1	0.16%	Reduced
608	FP Foundry Partners Minneapolis, Minnesota	$1.49M	+$3.59K	2	0.08%	Increased
609	Old National Bancorp Evansville, Indiana	$1.47M	-$48.6K	3	0.08%	Reduced
610	Artemis Investment Management Edinburgh, United Kingdom	$1.45M	$0	1	0.04%	Maintained
611	BPM Bowling Portfolio Management Cincinnati, Ohio	$1.44M	-$25.5K	1	0.23%	Reduced
612	EWM Endurance Wealth Management Providence, Rhode Island	$1.44M	-$214K	2	0.27%	Reduced
613	KCM Kanawha Capital Management Richmond, Virginia	$1.42M	+$19.6K	1	0.24%	Increased
614	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.42M	+$254K	2	0.01%	Increased
615	PEAK6 Group Chicago, Illinois	$1.42M	+$986K	3	0.01%	Increased
616	MPA Marvin & Palmer Associates Wilmington, Delaware	$1.41M	-$289K	1	1.91%	Reduced
617	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$1.39M	+$2.88K	1	1.89%	Increased
618	AM Account Management Boxford, Massachusetts	$1.39M	-$1.33M	1	1.8%	Reduced
619	Jefferies Group New York	$1.39M	+$671K	3	0.01%	Increased
620	Calamos Advisors Naperville, Illinois	$1.38M	-$235K	1	0.01%	Reduced
621	HHC Hutchin Hill Capital New York	$1.38M	+$1.31M	1	0.05%	New
622	AIM Assured Investment Management New York	$1.37M	+$306K	2	0.03%	Increased
623	ARGA Investment Management Stamford, Connecticut	$1.37M	$0	1	0.43%	Maintained
624	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$1.37M	+$1.33M	1	0.17%	New
625	CCM Catawba Capital Management Roanoke, Virginia	$1.36M	-$1.61K	1	0.33%	Reduced