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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
176	MP MSD Partners New York	$25.2M	+$4.73M	1	0.95%	Increased
177	Axa Paris, France	$24.9M	+$17M	2	0.12%	Increased
178	GC GW Capital Bellevue, Washington	$24.7M	+$1.82M	1	1.16%	Increased
179	Suntrust Banks Atlanta, Georgia	$24.6M	+$1.64M	6	0.1%	Increased
180	Bank of Montreal Toronto, Ontario, Canada	$24.3M	-$843K	8	0.04%	Reduced
181	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$23.7M	-$858K	1	0.43%	Reduced
182	CC Carlson Capital Dallas, Texas	$22.9M	-$11.4M	1	0.31%	Reduced
183	JIR James Investment Research Alpha, Ohio	$22.6M	+$11.2M	2	0.86%	Increased
184	Epoch Investment Partners New York	$22.3M	+$17.8M	1	0.1%	Increased
185	Winton Capital Management London, United Kingdom	$22.2M	-$10.3M	3	0.27%	Reduced
186	Polar Capital London, United Kingdom	$22.2M	+$4.14M	1	0.59%	Increased
187	Retirement Systems of Alabama Montgomery, Alabama	$22M	+$151K	3	0.14%	Increased
188	Washington Trust Westerly, Rhode Island	$21.7M	-$436K	1	1.74%	Reduced
189	HA Heartland Advisors Milwaukee, Wisconsin	$21.6M	-$1.42M	1	0.39%	Reduced
190	MLICM Metropolitan Life Insurance Company (MetLife) New York	$21.5M	-$42.9K	10	0.16%	Reduced
191	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$21.4M	-$40.9K	2	2.96%	Reduced
192	RCM Rutabaga Capital Management Boston, Massachusetts	$21.1M	+$1.87M	1	2.29%	Increased
193	Janus Henderson Group London,	$20.9M	-$3.62M	3	0.23%	Reduced
194	PIM Provident Investment Management Novi, Michigan	$20.8M	+$269K	1	5.66%	Increased
195	Employees Retirement System of Texas Austin, Texas	$20.6M	-$2.26M	3	0.26%	Reduced
196	Loomis, Sayles & Company Boston, Massachusetts	$20.6M	-$284K	2	0.07%	Reduced
197	Bahl & Gaynor Cincinnati, Ohio	$20.2M	-$108K	1	0.36%	Reduced
198	Driehaus Capital Management Chicago, Illinois	$20.1M	+$7.99M	2	0.78%	Increased
199	Sterling Capital Management Charlotte, North Carolina	$20.1M	-$754K	1	0.24%	Reduced
200	IFB iAB Financial Bank Fort Wayne, Indiana	$19.9M	-$154K	1	19.16%	Reduced