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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
601	BAM Banta Asset Management Newport Beach, California	$1.52M	+$1.64M	1	3.31%	New
602	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$1.5M	-$24.4K	1	0.09%	Reduced
603	IA Icon Advisers Greenwood Village, Colorado	$1.5M	-$749K	2	0.09%	Reduced
604	HM Payson & Co Portland, Maine	$1.49M	-$308K	1	0.08%	Reduced
605	FWC First Washington Corp Seattle, Washington	$1.48M	+$1.42M	1	0.83%	New
606	MC Montag & Caldwell Atlanta, Georgia	$1.48M	-$630K	2	0.01%	Reduced
607	Tortoise Capital Advisors Overland Park, Kansas	$1.47M	+$1.15M	1	0.01%	Increased
608	SIM Sentry Investment Management Stevens Point, Wisconsin	$1.47M	-$107K	3	0.08%	Reduced
609	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$1.47M	-$5.13M	1	0.31%	Reduced
610	VAM Visium Asset Management New York	$1.43M	+$1.13M	3	0.02%	Increased
611	FP Foundry Partners Minneapolis, Minnesota	$1.42M	+$1.28M	1	0.13%	New
612	DTL Dynamic Technology Lab Singapore	$1.42M	+$1.08M	3	0.68%	Increased
613	Welch & Forbes Boston, Massachusetts	$1.42M	+$1.07M	2	0.04%	Increased
614	AL Airain Ltd St. Peter Port, Guernsey	$1.42M	-$1.33M	3	0.12%	Reduced
615	ST Stifel Trust St. Louis, Missouri	$1.41M	-$25.9K	2	0.26%	Reduced
616	CCM Catawba Capital Management Roanoke, Virginia	$1.41M	$0	1	0.32%	Maintained
617	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.4M	-$9.55M	1	0.1%	Reduced
618	Highbridge Capital Management New York	$1.4M	-$115K	2	0.02%	Reduced
619	Profund Advisors Bethesda, Maryland	$1.39M	+$196K	5	0.06%	Increased
620	AMI Amica Mutual Insurance Providence, Rhode Island	$1.37M	$0	2	0.11%	Maintained
621	EC EJF Capital Arlington, Virginia	$1.34M	+$1.2M	1	0.06%	New
622	FNB First Niagara Bank Lockport, New York	$1.31M	-$56.8K	2	0.27%	Reduced
623	ALPS Advisors Denver, Colorado	$1.31M	+$31K	2	0.01%	Increased
624	HMS Hanseatic Management Services Albuquerque, New Mexico	$1.29M	+$1.15M	1	0.83%	New
625	BB&T Securities Richmond, Virginia	$1.28M	-$525K	4	0.03%	Reduced