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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	BFO Boston Family Office Boston, Massachusetts	$4.93M	-$89.4K	2	0.61%	Reduced
402	Asset Management One Tokyo, Japan	$4.9M	-$159K	4	0.06%	Reduced
403	Commerzbank Aktiengesellschaft Frankfurt, Germany	$4.9M	-$4.65M	4	0.03%	Reduced
404	ECP Elk Creek Partners Denver, Colorado	$4.83M	-$1.89M	1	0.62%	Reduced
405	DCM Daruma Capital Management New York	$4.8M	$0	1	0.21%	Maintained
406	MPEM Marathon Partners Equity Management New York	$4.71M	+$237K	1	1.79%	Increased
407	Mitsubishi UFJ Asset Management Tokyo, Japan	$4.71M	-$614K	5	0.15%	Reduced
408	BPIM Brant Point Investment Management New York	$4.69M	+$4.46M	1	0.44%	New
409	Martingale Asset Management Boston, Massachusetts	$4.68M	+$3.15M	3	0.13%	Increased
410	BPM Bowling Portfolio Management Cincinnati, Ohio	$4.62M	-$170K	1	0.93%	Reduced
411	LIM Lorem Ipsum Management New York	$4.58M	+$5.11M	1	3.38%	New
412	CTA Chesley Taft & Associates Chicago, Illinois	$4.55M	-$482K	2	0.46%	Reduced
413	United Capital Financial Advisors Irving, Texas	$4.55M	+$1.87M	4	0.07%	Increased
414	Tocqueville Asset Management New York	$4.44M	-$176K	1	0.05%	Reduced
415	KCA KR Capital Advisors New York	$4.43M	-$7.16M	1	1.07%	Reduced
416	Barings Charlotte, North Carolina	$4.41M	-$2.59M	3	0.1%	Reduced
417	Bessemer Group Woodbridge, New Jersey	$4.4M	-$16.8M	5	0.02%	Reduced
418	LOAMU Lombard Odier Asset Management (USA) New York	$4.39M	+$4.17M	1	0.3%	New
419	PAM Private Asset Management San Diego, California	$4.28M	-$4.57K	1	0.68%	Reduced
420	CCT Country Club Trust Kansas City, Missouri	$4.26M	-$124K	1	0.56%	Reduced
421	Truist Financial Charlotte, North Carolina	$4.26M	-$274K	4	0.13%	Reduced
422	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$4.26M	+$2.63M	1	0.29%	Increased
423	South Dakota Investment Council Sioux Falls, South Dakota	$4.21M	+$378K	1	0.08%	Increased
424	BCM BTR Capital Management Oakland, California	$4.2M	-$1.98M	1	1.15%	Reduced
425	CIC Chase Investment Counsel Charlottesville, Virginia	$4.19M	+$752K	2	1.49%	Increased