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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	Lazard Asset Management New York	$11.6M	+$2.2M	8	0.02%	Increased
402	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$11.6M	+$1.95M	5	0.67%	Increased
403	WBC Westpac Banking Corp Sydney, Australia	$11.4M	+$630K	4	0.15%	Increased
404	Bahl & Gaynor Cincinnati, Ohio	$11.4M	-$356K	1	0.07%	Reduced
405	SouthState Corp Winter Haven, Florida	$11.3M	+$223K	2	1.06%	Increased
406	IFM Investors Melbourne, Australia	$11.2M	+$1.13M	4	0.2%	Increased
407	TCW Group Los Angeles, California	$11.2M	+$1.76K	2	0.15%	Increased
408	PFM Parsec Financial Management Asheville, North Carolina	$11.1M	-$788K	1	0.54%	Reduced
409	Jefferies Group New York	$10.9M	+$12M	1	0.09%	New
410	DWM Doyle Wealth Management St. Petersburg, Florida	$10.8M	-$105K	1	0.87%	Reduced
411	Engineers Gate Manager New York	$10.7M	-$8.19M	7	0.39%	Reduced
412	Johnson Investment Counsel Cincinnati, Ohio	$10.7M	-$320K	5	0.15%	Reduced
413	Meag Munich Ergo Munich, Germany	$10.6M	+$331K	1	0.64%	Increased
414	MCM Monarch Capital Management Fort Wayne, Indiana	$10.6M	-$21.9K	2	3.16%	Reduced
415	Sit Investment Associates Minneapolis, Minnesota	$10.5M	-$1.35M	1	0.32%	Reduced
416	Nissay Asset Management Tokyo, Japan	$10.5M	-$1.84M	5	0.1%	Reduced
417	SRC Stone Run Capital New York	$10.3M	-$173K	2	5.2%	Reduced
418	EWM Endurance Wealth Management Providence, Rhode Island	$10.2M	+$103K	3	1.56%	Increased
419	Congress Wealth Management Boston, Massachusetts	$10.2M	+$136K	3	0.26%	Increased
420	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$10.2M	+$161K	3	1.51%	Increased
421	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$10.1M	-$2.05M	1	2.39%	Reduced
422	Steward Partners Investment Advisory New York	$10.1M	-$25.3K	7	0.18%	Reduced
423	CAM Capco Asset Management Tampa, Florida	$10.1M	-$171K	1	3.03%	Reduced
424	FWSM First Wilshire Securities Management Pasadena, California	$10M	+$4.28M	2	3.75%	Increased
425	AAM Autus Asset Management Scottsdale, Arizona	$10M	+$360K	2	1.79%	Increased