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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	Employees Retirement System of Texas Austin, Texas	$24.7M	-$183K	4	0.34%	Reduced
177	RCM Rutabaga Capital Management Boston, Massachusetts	$24.4M	-$139K	1	3.07%	Reduced
178	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$23.9M	+$23.1M	1	4.65%	New
179	Federated Hermes Pittsburgh, Pennsylvania	$22.9M	+$1.1M	6	0.07%	Increased
180	EULAV Asset Management Sarasota, Florida	$22.9M	+$121K	2	1.25%	Increased
181	Brandywine Global Investment Management Philadelphia, Pennsylvania	$22.7M	+$3.32M	2	0.14%	Increased
182	Zurich Cantonal Bank Zurich, Switzerland	$22.6M	+$3.12M	9	0.29%	Increased
183	Stifel Financial St. Louis, Missouri	$22.5M	+$713K	7	0.12%	Increased
184	CI Cooper Investors Melbourne, Victoria, Australia	$22.3M	+$1.68M	1	4.83%	Increased
185	AAM Ardevora Asset Management London, United Kingdom	$22.2M	+$8.93M	1	1.47%	Increased
186	Meag Munich Ergo Munich, Germany	$21.7M	+$7.98M	1	1.09%	Increased
187	Thrivent Financial for Lutherans Minneapolis, Minnesota	$21.7M	-$274K	6	0.1%	Reduced
188	Welch & Forbes Boston, Massachusetts	$21.6M	+$931K	1	0.69%	Increased
189	US Bancorp Minneapolis, Minnesota	$21.4M	+$1.66M	9	0.09%	Increased
190	KBC Group Brussels, Belgium	$21.4M	-$195K	9	0.39%	Reduced
191	VDBMI Van Den Berg Management I Austin, Texas	$21.3M	-$3.34M	1	2.9%	Reduced
192	Burgundy Asset Management Toronto, Ontario, Canada	$21.2M	+$63.2K	1	0.23%	Increased
193	Jupiter Asset Management London, United Kingdom	$21.2M	$0	2	0.78%	Maintained
194	Alyeska Investment Group Chicago, Illinois	$20.8M	-$3.41M	1	0.22%	Reduced
195	Teacher Retirement System of Texas Austin, Texas	$20.7M	+$16.8M	10	0.15%	Increased
196	RHJA Rice Hall James & Associates San Diego, California	$20.4M	-$1.49M	3	1.17%	Reduced
197	MLICM Metropolitan Life Insurance Company (MetLife) New York	$20.4M	-$1.04M	9	0.16%	Reduced
198	Macquarie Group Sydney, NSW 2000, Australia	$20.4M	+$75.4K	5	0.04%	Increased
199	Aviva London, United Kingdom	$20M	+$1.57M	4	0.15%	Increased
200	Scout Investments Kansas City, Missouri	$19.9M	+$21.2M	1	0.5%	New