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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
401	TAM Taurus Asset Management New York	$5.34M	-$6.38K	1	1.11%	Reduced
402	TA Teton Advisors Rye, New York	$5.33M	-$48.1K	2	0.36%	Reduced
403	DA Denali Advisors San Diego, California	$5.32M	+$3.19M	3	1.53%	Increased
404	BFO Boston Family Office Boston, Massachusetts	$5.26M	-$130K	2	0.7%	Reduced
405	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$5.22M	+$898K	3	0.17%	Increased
406	CI Global Investments Oakland, California	$5.21M	+$5.16M	1	0.14%	New
407	FIB First Interstate Bank Billings, Montana	$5M	+$395K	1	1.1%	Increased
408	Burgundy Asset Management Toronto, Ontario, Canada	$4.98M	+$245K	1	0.06%	Increased
409	Farmers & Merchants Investments Inc Lincoln, Nebraska	$4.97M	-$17.4K	4	0.69%	Reduced
410	Nordea Investment Management Stockholm, Sweden	$4.86M	-$167K	3	0.02%	Reduced
411	WTB Washington Trust Bank Spokane, Washington	$4.81M	+$4.73M	3	1.02%	New
412	CCM Carderock Capital Management Chevy Chase, Maryland	$4.81M	-$6.5K	2	2.44%	Reduced
413	CT Coastline Trust Providence, Rhode Island	$4.8M	-$427K	1	1.28%	Reduced
414	Asset Management One Tokyo, Japan	$4.8M	-$658K	4	0.08%	Reduced
415	SAM Sentinel Asset Management Montpelier, Vermont	$4.8M	-$1.77M	1	0.1%	Reduced
416	Fuller & Thaler Asset Management San Mateo, California	$4.79M	-$233K	1	0.23%	Reduced
417	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$4.69M	-$1.04M	3	0.04%	Reduced
418	CAM Capstone Asset Management Houston, Texas	$4.67M	-$519K	5	0.14%	Reduced
419	Brandywine Global Investment Management Philadelphia, Pennsylvania	$4.59M	+$7.18K	2	0.04%	Increased
420	OI Oakbrook Investments Lisle, Illinois	$4.58M	-$2.44M	3	0.14%	Reduced
421	OCM Olstein Capital Management Purchase, New York	$4.55M	-$2.12M	1	0.62%	Reduced
422	PAM Private Asset Management San Diego, California	$4.54M	-$53.6K	1	0.76%	Reduced
423	Truist Financial Charlotte, North Carolina	$4.49M	-$1.68M	4	0.14%	Reduced
424	Oregon Public Employees Retirement Fund Tigard, Oregon	$4.45M	+$31K	3	0.12%	Increased
425	BCM BBT Capital Management Fort Worth, Texas	$4.44M	+$773K	1	0.2%	Increased