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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	LPL Financial San Diego, California	$8.41M	+$720K	6	0.02%	Increased
402	Daiwa Securities Group Tokyo, Japan	$8.16M	-$692K	4	0.07%	Reduced
403	AAM Autus Asset Management Scottsdale, Arizona	$8.07M	+$1.2M	2	1.28%	Increased
404	WorldQuant Millennium Advisors New York	$8.02M	+$1.14M	2	0.15%	Increased
405	DZ Bank Frankfurt Am Main, Germany	$7.97M	+$144K	2	0.02%	Increased
406	Clifford Swan Investment Counsel Pasadena, California	$7.97M	-$7.75K	1	0.42%	Reduced
407	FP Foundry Partners Minneapolis, Minnesota	$7.89M	+$391K	3	0.31%	Increased
408	AI Atom Investors Austin, Texas	$7.87M	+$6.36M	2	0.51%	Increased
409	HCMT Highland Capital Management (Texas) Dallas, Texas	$7.85M	+$1.2M	2	0.46%	Increased
410	Fred Alger Management New York	$7.84M	-$30.3M	2	0.03%	Reduced
411	CRB Chad R. Baker	$7.83M	$0	1	2.73%	Maintained
412	Belpointe Asset Management Reno, Nevada	$7.74M	$0	2	1.52%	Maintained
413	Churchill Management Los Angeles, California	$7.74M	+$7.15M	1	0.21%	New
414	OAM Ostrum Asset Management Paris, France	$7.7M	+$2.16M	2	2.13%	Increased
415	DCM Dupont Capital Management Wilmington, Delaware	$7.66M	-$704K	3	0.17%	Reduced
416	Buckingham Strategic Wealth Clayton, Missouri	$7.63M	$0	1	0.83%	Maintained
417	Two Sigma Investments New York	$7.58M	-$611K	6	0.03%	Reduced
418	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$7.55M	+$277K	2	0.31%	Increased
419	RCM Redwood Capital Management New York	$7.55M	$0	1	0.51%	Maintained
420	KFS Kurt F. Somerville	$7.53M	+$54.7K	2	1.49%	Increased
421	SLG Stanley-Laman Group Berwyn, Pennsylvania	$7.47M	-$32.3K	2	1.79%	Reduced
422	TA Teton Advisors Rye, New York	$7.46M	$0	3	0.72%	Maintained
423	EWM Endurance Wealth Management Providence, Rhode Island	$7.46M	+$233K	3	1.17%	Increased
424	SRAM Stone Ridge Asset Management New York	$7.45M	+$551K	9	0.44%	Increased
425	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$7.43M	$0	2	0.32%	Maintained