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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
201	HA Heartland Advisors Milwaukee, Wisconsin	$19.7M	+$19.1M	1	0.36%	New
202	Loomis, Sayles & Company Boston, Massachusetts	$19.5M	+$19.1M	3	0.07%	New
203	PIM Provident Investment Management Novi, Michigan	$19.2M	+$18.9M	1	5.7%	New
204	Suntrust Banks Atlanta, Georgia	$19.1M	+$17.8M	5	0.08%	New
205	FQ First Quadrant Glendale, California	$19.1M	+$17.8M	1	0.51%	New
206	Bahl & Gaynor Cincinnati, Ohio	$19M	+$18.8M	2	0.36%	New
207	MP MSD Partners New York	$18.8M	+$17.5M	1	1.03%	New
208	HCM Huber Capital Management El Segundo, California	$18.4M	+$17.6M	1	0.73%	New
209	LCP Lombardia Capital Partners Pasadena, California	$17.8M	+$17.4M	1	0.6%	New
210	IAM Impax Asset Management Portsmouth, New Hampshire	$17.6M	+$18M	2	1.2%	New
211	US Bancorp Minneapolis, Minnesota	$17.4M	+$17.2M	9	0.08%	New
212	DS Dudley & Shanley Palm Beach, Florida	$17.3M	+$17.7M	1	4.03%	New
213	IFB iAB Financial Bank Fort Wayne, Indiana	$17.1M	+$16.7M	1	17.12%	New
214	EULAV Asset Management Sarasota, Florida	$16.9M	+$16.7M	2	1.03%	New
215	First National Bank of Omaha Omaha, Nebraska	$16.7M	+$16.4M	2	1.42%	New
216	Polar Capital London, United Kingdom	$16.7M	+$16.5M	1	0.58%	New
217	RCM Rutabaga Capital Management Boston, Massachusetts	$16.6M	+$15.9M	1	2.11%	New
218	TI Turner Investments Berwyn, Pennsylvania	$16.2M	+$15.7M	2	0.22%	New
219	CAM Cacti Asset Management Atlanta, Georgia	$16.2M	+$15.8M	1	3.08%	New
220	GHA Garcia Hamilton & Associates Houston, Texas	$16.1M	+$15.9M	1	2.91%	New
221	SGAM Smith Group Asset Management Dallas, Texas	$16M	+$15.7M	1	0.69%	New
222	SRC Shufro Rose & Co New York	$15.3M	+$14.9M	2	1.82%	New
223	Canada Life Winnipeg, Manitoba, Canada	$15.1M	+$15.1M	5	0.1%	New
224	First Manhattan New York	$14.9M	+$13.8M	7	0.1%	New
225	Meag Munich Ergo Munich, Germany	$14.9M	+$14.7M	1	1.12%	New