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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	Meag Munich Ergo Munich, Germany	$19.9M	+$7.79M	3	1.81%	Increased
202	Comerica Bank Dallas, Texas	$19.6M	-$1.73M	5	0.17%	Reduced
203	NN Investment Partners Holdings The Hague, Netherlands	$19.3M	-$19.8M	5	0.18%	Reduced
204	RIM Ranger Investment Management Dallas, Texas	$19.2M	-$769K	2	1.18%	Reduced
205	Kennedy Capital Management St Louis, Missouri	$19M	+$7.1M	3	0.38%	Increased
206	JP Morgan Private Wealth Advisors San Francisco, California	$18.9M	+$2.59M	5	0.18%	Increased
207	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$18.6M	-$1.17M	2	2.7%	Reduced
208	RS Investment Management San Francisco, California	$18.5M	+$14.6M	2	0.19%	Increased
209	Stephens Investment Management Group Houston, Texas	$18M	-$3.59M	2	0.59%	Reduced
210	ArrowMark Colorado Holdings Denver, Colorado	$17.8M	-$1.63M	1	0.36%	Reduced
211	AIG American International Group New York	$17.7M	-$1.57M	10	0.07%	Reduced
212	CG Clinton Group New York	$17.6M	+$13.8M	7	0.77%	Increased
213	Trillium Asset Management Boston, Massachusetts	$17.4M	+$318K	1	1.15%	Increased
214	Loomis, Sayles & Company Boston, Massachusetts	$17.3M	+$2.11M	2	0.05%	Increased
215	CSC Cove Street Capital El Segundo, California	$17.1M	+$2.08M	1	1.89%	Increased
216	First Manhattan New York	$17.1M	-$1.94M	6	0.11%	Reduced
217	WBC Westpac Banking Corp Sydney, Australia	$17.1M	+$5.92M	4	0.19%	Increased
218	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$16.9M	+$1.03M	3	0.19%	Increased
219	RCM Rutabaga Capital Management Boston, Massachusetts	$16.7M	-$6.45M	1	3.12%	Reduced
220	CIBC Private Wealth Group Atlanta, Georgia	$16.6M	+$138K	1	0.12%	Increased
221	EverPoint Asset Management Stamford, Connecticut	$16.4M	+$15.3M	2	0.32%	Increased
222	IFB iAB Financial Bank Fort Wayne, Indiana	$16.3M	-$10.1K	1	10.45%	Reduced
223	FA Friess Associates Greenville, Delaware	$16.1M	+$15.6M	1	1.64%	New
224	State of Tennessee, Department of Treasury Nashville, Tennessee	$16M	-$4.37M	6	0.08%	Reduced
225	Jupiter Asset Management London, United Kingdom	$15.9M	-$7.66M	1	0.61%	Reduced