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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
376	TA Teton Advisors Rye, New York	$5.15M	+$5.85K	3	0.35%	Increased
377	BCM BTR Capital Management Oakland, California	$5.13M	+$1.19M	1	1.21%	Increased
378	MI Markston International White Plains, New York	$5.08M	-$243K	1	0.37%	Reduced
379	TI Turner Investments Berwyn, Pennsylvania	$5M	$0	1	0.92%	Maintained
380	Ameritas Investment Partners Lincoln, Nebraska	$4.75M	-$868K	3	0.31%	Reduced
381	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$4.69M	-$1.43M	3	0.16%	Reduced
382	BlueCrest Capital Management St Helier, Jersey	$4.67M	+$1.86M	2	0.13%	Increased
383	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$4.64M	-$184K	2	0.96%	Reduced
384	ECP Elk Creek Partners Denver, Colorado	$4.64M	+$346K	1	0.42%	Increased
385	Tocqueville Asset Management New York	$4.64M	$0	1	0.05%	Maintained
386	Bridges Investment Management Omaha, Nebraska	$4.61M	-$4.33K	1	0.8%	Reduced
387	RWM RKL Wealth Management Lancaster, Pennsylvania	$4.6M	+$985K	1	2.76%	Increased
388	Ladenburg Thalmann Financial Services Miami, Florida	$4.53M	+$887K	10	0.08%	Increased
389	DCM Daruma Capital Management New York	$4.52M	-$49.6K	1	0.2%	Reduced
390	Commonwealth Equity Services Waltham, Massachusetts	$4.51M	+$629K	4	0.04%	Increased
391	SRC Stone Run Capital New York	$4.5M	$0	2	2.95%	Maintained
392	Fifth Third Bancorp Cincinnati, Ohio	$4.5M	+$339K	9	0.04%	Increased
393	Truist Financial Charlotte, North Carolina	$4.46M	+$385K	5	0.12%	Increased
394	MPM Meritage Portfolio Management Overland Park, Kansas	$4.37M	+$4.64M	1	0.46%	New
395	BIC Bridges Investment Counsel Omaha, Nebraska	$4.3M	-$61.8K	1	1.01%	Reduced
396	Copeland Capital Management Conshohocken, Pennsylvania	$4.29M	+$1.64M	1	0.22%	Increased
397	FIB First Interstate Bank Billings, Montana	$4.24M	+$1.97M	1	0.65%	Increased
398	Engineers Gate Manager New York	$4.22M	+$2.44M	6	0.41%	Increased
399	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$4.2M	+$4.23M	1	0.62%	Increased
400	MPEM Marathon Partners Equity Management New York	$4.19M	$0	1	1.7%	Maintained