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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
676	RegentAtlantic Capital Morristown, New Jersey	$793K	-$29.5K	2	0.09%	Reduced
677	Norinchukin Bank Tokyo, Japan	$782K	+$62.1K	2	0.02%	Increased
678	FPC Falcon Point Capital San Francisco, California	$781K	-$27.2K	1	0.83%	Reduced
679	New Mexico Educational Retirement Board Santa Fe, New Mexico	$775K	-$3.15M	1	0.03%	Reduced
680	RIG Roosevelt Investment Group New York	$773K	-$23.1M	1	0.03%	Reduced
681	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$771K	+$46.4K	2	0.07%	Increased
682	SCCM Schafer Cullen Capital Management New York	$769K	-$51.7K	1	0.01%	Reduced
683	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$759K	+$535K	2	0%	Increased
684	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$754K	+$120K	1	0.12%	Increased
685	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$743K	+$729K	2	0.14%	New
686	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$741K	+$749K	1	1.75%	New
687	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$737K	+$704K	1	1.8%	New
688	ROC Robertson Opportunity Capital Dallas, Texas	$726K	$0	1	0.55%	Maintained
689	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$723K	+$154K	2	0.16%	Increased
690	IC IKOS CIF Limassol, Cyprus	$719K	+$498K	2	0.87%	Increased
691	FIM Freedom Investment Management Hartford, Connecticut	$712K	-$24.6K	2	0.2%	Reduced
692	WIL Winifred I. Li	$712K	-$56.3K	2	0.66%	Reduced
693	BAM Barrett Asset Management New York	$708K	$0	1	0.07%	Maintained
694	CCM Catapult Capital Management New York	$708K	+$266K	1	0.09%	Increased
695	NAM North American Management Boston, Massachusetts	$702K	+$24K	1	0.13%	Increased
696	OAM Oxford Asset Management Oxford, United Kingdom	$694K	+$385K	2	0.02%	Increased
697	Verition Fund Management Greenwich, Connecticut	$692K	+$284K	2	0.1%	Increased
698	Jefferies Group New York	$690K	-$1.28M	1	0.01%	Reduced
699	PP Palladium Partners Norfolk, Virginia	$685K	$0	1	0.07%	Maintained
700	PCM Parsons Capital Management Providence, Rhode Island	$665K	-$82.8K	1	0.11%	Reduced