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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	ELI Empire Life Investments Toronto, Ontario, Canada	$15M	+$60.4K	1	0.91%	Increased
402	MCM Maple Capital Management Montpelier, Vermont	$14.9M	+$276K	1	1.62%	Increased
403	UAS United Asset Strategies Garden City, New York	$14.8M	+$138K	1	1.77%	Increased
404	Bahl & Gaynor Cincinnati, Ohio	$14.7M	-$190K	1	0.08%	Reduced
405	Oppenheimer Asset Management New York	$14.7M	-$1.31M	4	0.2%	Reduced
406	Rothschild & Co Asset Management US Stamford, Connecticut	$14.7M	-$146K	1	0.17%	Reduced
407	KFS Kurt F. Somerville	$14.4M	-$255K	2	2%	Reduced
408	WBC Westpac Banking Corp Sydney, Australia	$14.4M	-$420K	3	0.15%	Reduced
409	Jefferies Group New York	$14.2M	+$13.8M	2	0.08%	Increased
410	SRC Stone Run Capital New York	$14.2M	-$656K	2	4.59%	Reduced
411	ZCM Ziegler Capital Management Chicago, Illinois	$14.1M	-$151K	3	0.51%	Reduced
412	Hotchkis & Wiley Capital Management Los Angeles, California	$14M	-$2.29M	2	0.04%	Reduced
413	DP DDD Partners Bellevue, Washington	$14M	+$612K	1	1.92%	Increased
414	Engineers Gate Manager New York	$13.9M	+$11.9M	7	0.62%	Increased
415	Pinnacle Associates New York	$13.8M	-$544K	4	0.24%	Reduced
416	Highbridge Capital Management New York	$13.7M	+$13.8M	1	0.3%	New
417	MSL Mackay Shields LLC New York	$13.7M	-$303K	3	0.11%	Reduced
418	Natixis Paris, France	$13.6M	-$7.93M	6	0.05%	Reduced
419	BWP Baldwin Wealth Partners Marion, Massachusetts	$13.6M	+$16.6K	3	1.36%	Increased
420	Churchill Management Los Angeles, California	$13.5M	+$12.2M	1	0.19%	New
421	Brandes Investment Partners La Jolla, California	$13.5M	+$356K	1	0.29%	Increased
422	MCM Monarch Capital Management Fort Wayne, Indiana	$13.5M	-$880K	2	3.46%	Reduced
423	DWM Doyle Wealth Management St. Petersburg, Florida	$13.5M	+$15.7K	1	0.97%	Increased
424	NGM North Growth Management Vancouver, British Columbia, Canada	$13.4M	$0	1	2.23%	Maintained
425	SouthState Corp Winter Haven, Florida	$13.4M	-$343K	2	1.04%	Reduced