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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	Guinness Asset Management London, United Kingdom	$27.6M	+$1.57M	1	0.64%	Increased
302	BFO Boston Family Office Boston, Massachusetts	$27.5M	-$841K	2	2.26%	Reduced
303	TIA Tandem Investment Advisors Charleston, South Carolina	$27.4M	+$4.46M	1	1.16%	Increased
304	Soros Fund Management New York	$26.9M	+$22.3M	1	0.38%	Increased
305	ClearBridge Investments New York	$26.8M	-$1.92M	2	0.03%	Reduced
306	Voloridge Investment Management Jupiter, Florida	$26.5M	-$31.2M	6	0.13%	Reduced
307	Belpointe Asset Management Reno, Nevada	$26.4M	+$44.1K	3	2.73%	Increased
308	FBA Front Barnett Associates Chicago, Illinois	$26.4M	-$860K	1	3.17%	Reduced
309	CS Central Securities New York	$26.2M	$0	1	3.19%	Maintained
310	PineBridge Investments New York	$26M	-$461K	4	0.29%	Reduced
311	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$26M	-$137K	2	2.41%	Reduced
312	WTA Washington Trust Advisors Wellesley, Massachusetts	$26M	-$1.12K	4	2.66%	Reduced
313	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$25.7M	+$421K	1	1.28%	Increased
314	HighTower Advisors Chicago, Illinois	$25.4M	-$1.16M	10	0.05%	Reduced
315	Fifth Third Bancorp Cincinnati, Ohio	$25.3M	-$200K	8	0.12%	Reduced
316	WPC Waters Parkerson & Co New Orleans, Louisiana	$25.1M	+$557K	1	1.5%	Increased
317	Connectus Wealth Cincinnati, Ohio	$25M	+$30.3K	3	0.56%	Increased
318	Fjarde Ap-fonden Stockholm, Sweden	$25M	+$676K	2	0.33%	Increased
319	State of Alaska Department of Revenue Juneau, Alaska	$24.8M	-$827K	8	0.31%	Reduced
320	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$24.7M	-$148K	1	2.87%	Reduced
321	TC TwinBeech Capital Purchase, New York	$24.7M	-$17.2M	4	0.47%	Reduced
322	ZCM Ziegler Capital Management Chicago, Illinois	$24M	-$335K	2	0.96%	Reduced
323	Capital International Investors Los Angeles, California	$23.9M	-$257M	1	0.01%	Reduced
324	DF Dent & Co Baltimore, Maryland	$23.9M	-$174K	2	0.35%	Reduced
325	WorldQuant Millennium Advisors New York	$23.6M	-$14.8M	3	0.36%	Reduced