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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	Oppenheimer Asset Management New York	$12.9M	-$226K	4	0.2%	Reduced
402	British Columbia Investment Management Victoria, British Columbia, Canada	$12.8M	-$417K	3	0.09%	Reduced
403	Daiwa Securities Group Tokyo, Japan	$12.8M	-$152K	4	0.09%	Reduced
404	BAM Barrett Asset Management New York	$12.8M	+$3.16M	3	0.63%	Increased
405	First National Bank of Omaha Omaha, Nebraska	$12.7M	-$4.29M	2	0.66%	Reduced
406	KFS Kurt F. Somerville	$12.7M	+$293K	2	2.01%	Increased
407	UAS United Asset Strategies Garden City, New York	$12.6M	+$592K	1	1.83%	Increased
408	BWP Baldwin Wealth Partners Marion, Massachusetts	$12.6M	+$371K	3	1.5%	Increased
409	MCM Monarch Capital Management Fort Wayne, Indiana	$12.5M	-$587K	2	3.7%	Reduced
410	Pinnacle Associates New York	$12.4M	-$154K	4	0.24%	Reduced
411	Bahl & Gaynor Cincinnati, Ohio	$12.4M	-$47.8K	1	0.08%	Reduced
412	RCW Rheos Capital Works Tokyo, Japan	$12.3M	$0	1	0.81%	Maintained
413	Jennison Associates New York	$12.3M	+$110K	3	0.01%	Increased
414	SRC Stone Run Capital New York	$12.3M	-$22.4K	2	4.69%	Reduced
415	Fisher Asset Management Camas, Washington	$12M	+$1.11M	3	0.01%	Increased
416	XI XXEC Inc Tulsa, Oklahoma	$11.8M	+$401K	2	8.29%	Increased
417	DAC Dividend Assets Capital Ridgeland, South Carolina	$11.7M	-$130K	1	2.23%	Reduced
418	MassMutual Private Wealth & Trust Windsor, Connecticut	$11.6M	+$1.49M	3	0.54%	Increased
419	SCM SIR Capital Management New York	$11.6M	+$11.3M	1	1.95%	New
420	FAS Formuepleje A/S Aarhus C, Denmark	$11.6M	+$78.8K	1	0.44%	Increased
421	Jane Street New York	$11.5M	+$215K	8	0.01%	Increased
422	PFM Parsec Financial Management Asheville, North Carolina	$11.4M	-$79.1K	2	0.58%	Reduced
423	NGM North Growth Management Vancouver, British Columbia, Canada	$11.3M	$0	1	1.99%	Maintained
424	Sit Investment Associates Minneapolis, Minnesota	$11.2M	+$1.47M	1	0.29%	Increased
425	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$11M	+$446K	1	2.08%	Increased