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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	Första AP-fonden Stockholm, Sweden	$13.4M	-$1.79M	2	0.15%	Reduced
402	Stock Yards Bank & Trust Louisville, Kentucky	$13.4M	+$525K	1	0.74%	Increased
403	NGM North Growth Management Vancouver, British Columbia, Canada	$13.4M	+$130K	1	2.47%	Increased
404	SouthState Corp Winter Haven, Florida	$13.3M	+$408K	2	1.06%	Increased
405	Johnson Investment Counsel Cincinnati, Ohio	$13.1M	-$368K	5	0.16%	Reduced
406	TCW Group Los Angeles, California	$13.1M	+$10.3M	2	0.13%	Increased
407	Lord, Abbett & Co Jersey City, New Jersey	$13.1M	+$208K	1	0.03%	Increased
408	DWM Doyle Wealth Management St. Petersburg, Florida	$13M	+$111K	1	0.94%	Increased
409	Beacon Pointe Advisors Newport Beach, California	$12.9M	+$11.5M	3	0.18%	Increased
410	Highbridge Capital Management New York	$12.9M	-$1.08M	1	0.3%	Reduced
411	PFM Parsec Financial Management Asheville, North Carolina	$12.9M	-$253K	1	0.55%	Reduced
412	British Columbia Investment Management Victoria, British Columbia, Canada	$12.8M	-$1.76M	3	0.08%	Reduced
413	Sit Investment Associates Minneapolis, Minnesota	$12.8M	+$382K	1	0.34%	Increased
414	WBC Westpac Banking Corp Sydney, Australia	$12.8M	-$636K	3	0.15%	Reduced
415	Meag Munich Ergo Munich, Germany	$12.5M	-$495K	1	0.91%	Reduced
416	Zacks Investment Management Chicago, Illinois	$12.4M	+$4.25M	4	0.17%	Increased
417	SRC Stone Run Capital New York	$12.3M	-$254K	2	4.54%	Reduced
418	CAM Capco Asset Management Tampa, Florida	$12.2M	+$575K	1	3.15%	Increased
419	Brandes Investment Partners La Jolla, California	$12.2M	-$4.36M	1	0.26%	Reduced
420	Congress Wealth Management Boston, Massachusetts	$12.2M	+$1.23M	3	0.27%	Increased
421	Cooke & Bieler Philadelphia, Pennsylvania	$12.1M	+$2.26M	1	0.11%	Increased
422	JSA Jacobson & Schmitt Advisors Middleton, Wisconsin	$12M	+$40.9K	1	3.12%	Increased
423	MSL Mackay Shields LLC New York	$12M	-$431K	3	0.11%	Reduced
424	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$11.9M	-$3.39M	3	1.45%	Reduced
425	MCM Monarch Capital Management Fort Wayne, Indiana	$11.9M	-$97.1K	2	3.16%	Reduced