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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
301	Yousif Capital Management Bloomfield Hills, Michigan	$25.3M	+$3.84M	5	0.27%	Increased
302	LGT Group Foundation Vaduz, Liechtenstein	$25.2M	-$5.34M	2	0.59%	Reduced
303	UAS United Asset Strategies Garden City, New York	$25.1M	+$9.89M	2	3.19%	Increased
304	Smith Salley Wealth Management Greensboro, North Carolina	$24.6M	+$390K	3	1.86%	Increased
305	Fuller & Thaler Asset Management San Mateo, California	$24.6M	+$255K	3	0.15%	Increased
306	Fenimore Asset Management Cobleskill, New York	$24.6M	-$156K	2	0.6%	Reduced
307	SCM Sirios Capital Management Boston, Massachusetts	$24.5M	+$5.78M	1	3.26%	Increased
308	Wedge Capital Management Charlotte, North Carolina	$24.5M	-$4.38M	3	0.33%	Reduced
309	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$24.4M	-$111K	2	1.63%	Reduced
310	BFO Boston Family Office Boston, Massachusetts	$24.1M	-$520K	3	1.72%	Reduced
311	CT Cambridge Trust Cambridge, Massachusetts	$24.1M	+$601K	3	0.84%	Increased
312	WPC Waters Parkerson & Co New Orleans, Louisiana	$23.8M	+$2.36M	1	1.33%	Increased
313	Country Trust Bank Bloomington, Illinois	$23.8M	+$885K	2	0.67%	Increased
314	RBCM Raub Brock Capital Management Larkspur, California	$23.4M	-$3.13M	1	3.98%	Reduced
315	BCAM Boston Common Asset Management Boston, Massachusetts	$23.4M	+$7.23M	1	1.01%	Increased
316	Connectus Wealth Cincinnati, Ohio	$23.3M	-$328K	1	0.74%	Reduced
317	Fjarde Ap-fonden Stockholm, Sweden	$23.3M	+$1.19M	2	0.23%	Increased
318	Point72 Asset Management Stamford, Connecticut	$23.3M	+$18M	3	0.09%	Increased
319	Mutual of America Capital Management New York	$23.1M	-$1.03M	6	0.25%	Reduced
320	Teacher Retirement System of Texas Austin, Texas	$22.9M	-$3.71M	9	0.12%	Reduced
321	LM Lansing Management New York	$22.6M	+$1.17M	1	16.44%	Increased
322	Glenview Trust Louisville, Kentucky	$22.5M	-$7.89M	2	0.73%	Reduced
323	Covington Capital Management Los Angeles, California	$22.4M	+$364K	5	0.8%	Increased
324	Cerity Partners New York	$22.3M	+$2.1M	4	0.35%	Increased
325	RCW Rheos Capital Works Tokyo, Japan	$22.1M	$0	2	1.06%	Maintained