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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
326	MCM Maple Capital Management Montpelier, Vermont	$11.4M	+$743K	1	2.82%	Increased
327	Avalon Investment & Advisory Houston, Texas	$11.4M	-$2.11M	2	0.34%	Reduced
328	PDM Penn Davis McFarland Dallas, Texas	$11.4M	+$386K	1	3.5%	Increased
329	Credit Agricole Montrouge Cedex, France	$11.4M	-$2.01M	2	0.8%	Reduced
330	DAC Dividend Assets Capital Ridgeland, South Carolina	$11.1M	-$35.4M	1	1.45%	Reduced
331	DA Denali Advisors San Diego, California	$11.1M	+$954K	2	1.66%	Increased
332	OAM Oxford Asset Management Oxford, United Kingdom	$11M	+$3.35M	6	0.21%	Increased
333	SG Americas Securities New York	$11M	-$861K	9	0.1%	Reduced
334	State of Alaska Department of Revenue Juneau, Alaska	$11M	+$1.31M	6	0.2%	Increased
335	GWI Grace & White Inc Ny, New York	$11M	-$1.64M	1	2.35%	Reduced
336	DP DDD Partners Bellevue, Washington	$10.9M	+$17.2K	1	4.45%	Increased
337	DZ Bank Frankfurt Am Main, Germany	$10.9M	-$2M	3	0.04%	Reduced
338	TCMG TSP Capital Management Group Summit, New Jersey	$10.8M	-$258K	1	5.52%	Reduced
339	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$10.8M	-$56.6K	1	4.79%	Reduced
340	BFO Boston Family Office Boston, Massachusetts	$10.8M	+$1.49M	3	1.22%	Increased
341	Greenleaf Trust Kalamazoo, Michigan	$10.7M	-$82.7K	1	0.2%	Reduced
342	MLICM Metropolitan Life Insurance Company (MetLife) New York	$10.6M	-$1.18M	9	0.17%	Reduced
343	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$10.5M	-$1.81M	1	3.43%	Reduced
344	Johnson Investment Counsel Cincinnati, Ohio	$10.5M	-$2.74M	3	0.26%	Reduced
345	Mutual of America Capital Management New York	$10.5M	+$3.72M	6	0.16%	Increased
346	SRC Stone Run Capital New York	$10.5M	-$183K	2	5.55%	Reduced
347	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$10.5M	-$5.84M	1	0.71%	Reduced
348	FCM Flinton Capital Management Philadelphia, Pennsylvania	$10.5M	+$1.02M	3	0.34%	Increased
349	HighTower Advisors Chicago, Illinois	$10.3M	+$882K	4	0.08%	Increased
350	CNB Camden National Bank Camden, Maine	$10.2M	-$550K	1	2.69%	Reduced