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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	SAM Shell Asset Management The Hague, Netherlands	$14.3M	-$2.36M	6	0.32%	Reduced
402	Fisher Asset Management Camas, Washington	$14.3M	+$691K	3	0.01%	Increased
403	Hotchkis & Wiley Capital Management Los Angeles, California	$14.1M	-$2.03M	2	0.05%	Reduced
404	Rothschild & Co Asset Management US Stamford, Connecticut	$14.1M	-$1.11M	1	0.18%	Reduced
405	SRC Stone Run Capital New York	$14.1M	+$510K	2	4.83%	Increased
406	UAS United Asset Strategies Garden City, New York	$14M	+$281K	1	1.81%	Increased
407	BAM Barrett Asset Management New York	$14M	-$540K	3	0.64%	Reduced
408	EWM Endurance Wealth Management Providence, Rhode Island	$13.9M	-$128K	3	1.55%	Reduced
409	Johnson Investment Counsel Cincinnati, Ohio	$13.8M	-$926K	5	0.19%	Reduced
410	PFM Parsec Financial Management Asheville, North Carolina	$13.8M	+$901K	1	0.59%	Increased
411	BWP Baldwin Wealth Partners Marion, Massachusetts	$13.8M	-$579K	3	1.53%	Reduced
412	WBC Westpac Banking Corp Sydney, Australia	$13.7M	-$1.99M	3	0.15%	Reduced
413	Bahl & Gaynor Cincinnati, Ohio	$13.5M	-$71.9K	1	0.08%	Reduced
414	ELI Empire Life Investments Toronto, Ontario, Canada	$13.5M	+$46.5K	1	0.89%	Increased
415	Exencial Wealth Advisors Oklahoma City, Oklahoma	$13.5M	+$3.3M	1	0.58%	Increased
416	BAM Blueshift Asset Management Red Bank, New Jersey	$13.4M	+$9.81M	6	0.75%	Increased
417	Panagora Asset Management Boston, Massachusetts	$13.3M	+$2.61M	7	0.07%	Increased
418	MSL Mackay Shields LLC New York	$13.2M	-$403K	3	0.12%	Reduced
419	MCM Maple Capital Management Montpelier, Vermont	$13.2M	+$67.6K	1	1.68%	Increased
420	Ossiam Paris, France	$13.2M	+$11.8M	2	0.37%	Increased
421	Qube Research & Technologies (QRT) London, United Kingdom	$13M	-$6.47M	4	0.16%	Reduced
422	VIM Vancity Investment Management Vancouver, British Columbia, Canada	$12.9M	+$145K	1	1.65%	Increased
423	NGM North Growth Management Vancouver, British Columbia, Canada	$12.8M	$0	1	2.25%	Maintained
424	ZCM Ziegler Capital Management Chicago, Illinois	$12.8M	+$9.76M	2	0.46%	Increased
425	Bridges Investment Management Omaha, Nebraska	$12.7M	-$9.55M	1	0.4%	Reduced