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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
701	FPC Falcon Point Capital San Francisco, California	$764K	-$78.3K	1	0.73%	Reduced
702	P Pitcairn Conshohocken, Pennsylvania	$760K	-$469K	1	0.08%	Reduced
703	Stephens Inc Little Rock, Arkansas	$760K	-$160K	2	0.04%	Reduced
704	ECP Elk Creek Partners Denver, Colorado	$759K	+$691K	1	0.55%	New
705	SCM Stevens Capital Management Radnor, Pennsylvania	$757K	-$8.72M	2	0.02%	Reduced
706	BAM Barrett Asset Management New York	$751K	-$15K	1	0.07%	Reduced
707	RIG Roosevelt Investment Group New York	$742K	-$62K	1	0.03%	Reduced
708	CG Clinton Group New York	$731K	-$700K	1	0.24%	Reduced
709	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$728K	-$90.6K	2	0.06%	Reduced
710	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$716K	-$82K	1	1.56%	Reduced
711	SFM Signature Financial Management Norfolk, Virginia	$714K	$0	1	0.56%	Maintained
712	BPIM Brant Point Investment Management New York	$709K	+$659K	1	0.06%	New
713	GC Grace Capital Quincy, Massachusetts	$706K	-$94.2K	1	0.82%	Reduced
714	GA Geneva Advisors Chicago, Illinois	$701K	+$44.5K	2	0.01%	Increased
715	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$693K	$0	1	0.13%	Maintained
716	Curi RMB Capital Chicago, Illinois	$690K	$0	1	0.05%	Maintained
717	WA WFG Advisors Dallas, Texas	$688K	-$317K	4	0.1%	Reduced
718	PineBridge Investments New York	$687K	+$370K	2	0.02%	Increased
719	PAM PartnerRe Asset Management Greenwich, Connecticut	$686K	-$37.6K	3	0.12%	Reduced
720	Wilmington Trust National Association Wilmington, Delaware	$685K	-$335K	2	0.03%	Reduced
721	CRCP Copper Rock Capital Partners Boston, Massachusetts	$682K	+$45.1K	2	0.07%	Increased
722	PCM Parsons Capital Management Providence, Rhode Island	$677K	-$17K	1	0.1%	Reduced
723	KG Killen Group Berwyn, Pennsylvania	$661K	+$29.9K	1	0.04%	Increased
724	IPRC Indices-Pac Research Corporation Montvale, New Jersey	$658K	-$540K	1	0.4%	Reduced
725	ARTA A.R.T. Advisors New York	$653K	-$6.28M	2	0.03%	Reduced