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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	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$11.8M	+$5.14M	1	0.1%	Increased
402	BCM Bourgeon Capital Management Darien, Connecticut	$11.7M	-$54.6K	2	2.9%	Reduced
403	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$11.7M	-$16.8K	1	4.5%	Reduced
404	Stock Yards Bank & Trust Louisville, Kentucky	$11.7M	+$265K	1	0.85%	Increased
405	Cooke & Bieler Philadelphia, Pennsylvania	$11.7M	-$62K	1	0.13%	Reduced
406	Jane Street New York	$11.6M	-$5.83K	6	0.01%	Reduced
407	Daiwa Securities Group Tokyo, Japan	$11.5M	-$2.13M	4	0.09%	Reduced
408	SAM Shell Asset Management The Hague, Netherlands	$11.5M	-$19.8K	5	0.24%	Reduced
409	EWM Endurance Wealth Management Providence, Rhode Island	$11.5M	+$87.1K	4	1.45%	Increased
410	DP DDD Partners Bellevue, Washington	$11.4M	+$329K	1	2.25%	Increased
411	MCM Monarch Capital Management Fort Wayne, Indiana	$11.4M	-$186K	2	3.59%	Reduced
412	BCM BTR Capital Management Oakland, California	$11.1M	-$190K	1	1.74%	Reduced
413	BII Bainco International Investors Boston, Massachusetts	$11.1M	+$397K	2	1.27%	Increased
414	FAS Formuepleje A/S Aarhus C, Denmark	$11.1M	+$44.4K	1	0.47%	Increased
415	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$11.1M	+$921K	1	1.27%	Increased
416	Meitav Investment House Bene-Beraq, Israel	$11.1M	+$4.56M	2	0.43%	Increased
417	PP PDT Partners New York	$10.9M	-$4.45M	4	0.74%	Reduced
418	Jennison Associates New York	$10.8M	-$3.86M	2	0.01%	Reduced
419	Farmers & Merchants Investments Inc Lincoln, Nebraska	$10.7M	-$294K	5	0.56%	Reduced
420	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$10.7M	+$8.72M	1	0.65%	Increased
421	SouthState Corp Winter Haven, Florida	$10.7M	+$108K	1	1.05%	Increased
422	JSA Jacobson & Schmitt Advisors Middleton, Wisconsin	$10.7M	+$79.3K	1	3.63%	Increased
423	Commerce Bank Kansas City, Missouri	$10.7M	+$367K	3	0.09%	Increased
424	Belpointe Asset Management Reno, Nevada	$10.7M	$0	2	0.96%	Maintained
425	Fisher Asset Management Camas, Washington	$10.6M	+$2.53M	3	0.01%	Increased