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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	Loews Corp New York	$5.54M	+$5.21M	1	0.04%	New
402	Castle Hook Partners New York	$5.46M	-$16.4M	1	0.36%	Reduced
403	Gateway Investment Advisers Cincinnati, Ohio	$5.38M	-$23.5K	3	0.05%	Reduced
404	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$5.34M	-$254K	5	0.07%	Reduced
405	Voloridge Investment Management Jupiter, Florida	$5.29M	+$5.22M	1	0.13%	New
406	DnB Asset Management Oslo, Norway	$5.16M	-$193K	2	0.08%	Reduced
407	Bridges Investment Management Omaha, Nebraska	$5.15M	-$24.4K	1	0.69%	Reduced
408	BCFA BP Capital Fund Advisors Dallas, Texas	$5.13M	-$554K	1	2.46%	Reduced
409	ARTA A.R.T. Advisors New York	$5.1M	-$5.36M	4	0.27%	Reduced
410	TA Teton Advisors Rye, New York	$5.07M	+$236K	3	0.5%	Increased
411	ClearBridge Investments New York	$5.01M	+$1.36M	1	0%	Increased
412	SAM Sentinel Asset Management Montpelier, Vermont	$4.99M	+$2.08M	1	0.12%	Increased
413	MC Middleton & Co Boston, Massachusetts	$4.96M	-$144K	1	1.06%	Reduced
414	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$4.91M	-$47.6K	1	0.53%	Reduced
415	Buckingham Strategic Wealth Clayton, Missouri	$4.85M	+$4.64M	1	1.14%	New
416	PCM Parsons Capital Management Providence, Rhode Island	$4.81M	-$105K	2	0.59%	Reduced
417	RCP Rothschild Capital Partners New York	$4.78M	$0	1	1.82%	Maintained
418	RWM RKL Wealth Management Lancaster, Pennsylvania	$4.77M	-$839K	1	1.51%	Reduced
419	FIB First Interstate Bank Billings, Montana	$4.7M	-$163K	2	0.97%	Reduced
420	Acadian Asset Management Boston, Massachusetts	$4.65M	-$895K	3	0.02%	Reduced
421	VFM Viking Fund Management Minot, North Dakota	$4.63M	$0	1	0.71%	Maintained
422	Steward Partners Investment Advisory New York	$4.63M	+$4.36M	5	0.52%	Increased
423	IR IAT Reinsurance New York	$4.62M	+$4.57M	1	0.79%	New
424	KFS Kurt F. Somerville	$4.62M	+$196K	1	0.94%	Increased
425	Tocqueville Asset Management New York	$4.61M	-$111K	1	0.06%	Reduced