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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	Foresters Investment Management New York	$19.6M	+$14M	2	0.48%	Increased
202	US Bancorp Minneapolis, Minnesota	$19.6M	+$699K	9	0.09%	Increased
203	TCW Group Los Angeles, California	$19.3M	-$3.42M	3	0.09%	Reduced
204	SG Americas Securities New York	$19.1M	+$3.52M	9	0.08%	Increased
205	WC Walthausen & Co Malta, New York	$18.7M	+$18.1M	2	1.49%	New
206	ESCM Echo Street Capital Management New York	$18.6M	-$3.6M	1	2.37%	Reduced
207	Citigroup New York	$18.6M	-$4.05M	10	0.02%	Reduced
208	Pzena Investment Management New York	$18.4M	-$7.56M	1	0.12%	Reduced
209	Macquarie Group Sydney, NSW 2000, Australia	$18.4M	+$2.69M	5	0.04%	Increased
210	FQ First Quadrant Glendale, California	$18.3M	-$2.35M	1	0.46%	Reduced
211	ACI AMP Capital Investors Sydney, Australia	$18.1M	+$2.96M	3	0.14%	Increased
212	SCM Sandler Capital Management New York	$18M	+$17.3M	1	0.57%	New
213	Stephens Investment Management Group Houston, Texas	$17.9M	+$9.02M	2	0.62%	Increased
214	British Columbia Investment Management Victoria, British Columbia, Canada	$17.8M	-$4.27M	3	0.15%	Reduced
215	CAM Cacti Asset Management Atlanta, Georgia	$17.6M	+$529K	1	3.02%	Increased
216	BNP Paribas Financial Markets Paris, France	$17.5M	+$13.5M	6	0.01%	Increased
217	TAM THB Asset Management Norwalk, Connecticut	$17.3M	-$98.2K	2	1.08%	Reduced
218	First National Bank of Omaha Omaha, Nebraska	$17.2M	-$542K	2	1.49%	Reduced
219	EULAV Asset Management Sarasota, Florida	$17.2M	-$950K	2	1%	Reduced
220	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$17.1M	-$17.9M	3	0.05%	Reduced
221	LCP Lombardia Capital Partners Pasadena, California	$16.9M	-$3.71M	1	0.55%	Reduced
222	Highbridge Capital Management New York	$16.9M	+$6.42M	2	0.18%	Increased
223	Schroder Investment Management Group London, United Kingdom	$16.9M	+$14.6M	3	0.04%	Increased
224	AIG American International Group New York	$16.3M	+$543K	10	0.09%	Increased
225	GHA Garcia Hamilton & Associates Houston, Texas	$16.2M	-$1.04M	1	2.92%	Reduced