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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	Mariner Overland Park, Kansas	$3.19M	+$634K	4	0.04%	Increased
602	Castleark Management Chicago, Illinois	$3.19M	+$2.95M	1	0.12%	New
603	GHCM Glen Harbor Capital Management San Diego, California	$3.18M	+$784K	5	0.07%	Increased
604	FIM Fruth Investment Management Houston, Texas	$3.16M	-$1.82K	3	1.26%	Reduced
605	LGT Capital Partners Pfaeffikon, Switzerland	$3.15M	-$14.4K	1	0.23%	Reduced
606	Fiduciary Trust Boston, Massachusetts	$3.14M	+$1.28M	1	0.08%	Increased
607	MJP Michael J. Puzo	$3.12M	-$4.22K	1	1.16%	Reduced
608	LD Lipe & Dalton Syracuse, New York	$3.11M	-$4.32K	1	2.22%	Reduced
609	RIG Renaissance Investment Group Lenox, Massachusetts	$3.11M	+$439K	1	1.16%	Increased
610	CAM Crown Advisors Management Larkspur, California	$3.09M	$0	1	2.14%	Maintained
611	Meiji Yasuda Life Insurance Tokyo, Japan	$3.06M	+$296K	1	0.45%	Increased
612	NA Neuburgh Advisers Los Angeles, California	$3.04M	+$567K	4	0.1%	Increased
613	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$3.03M	+$834K	1	0.63%	Increased
614	DSC Duncker Streett & Co St. Louis, Missouri	$3.02M	-$168K	2	0.68%	Reduced
615	SCM Stellar Capital Management Phoenix, Arizona	$3M	$0	1	1.96%	Maintained
616	MM Midas Management New York	$2.97M	$0	1	1.29%	Maintained
617	SCA Stokes Capital Advisors Greenwood, South Carolina	$2.94M	-$37.3K	1	1.67%	Reduced
618	Kentucky Retirement Systems Frankfort, Kentucky	$2.92M	+$168K	3	0.26%	Increased
619	Jefferies Group New York	$2.92M	+$1.02M	1	0.02%	Increased
620	Everence Capital Management Goshen, Indiana	$2.9M	$0	4	0.48%	Maintained
621	HI Harrington Investments Napa, California	$2.88M	-$61.8K	1	2.37%	Reduced
622	Palladium Partners Norfolk, Virginia	$2.87M	+$1.23M	1	0.2%	Increased
623	ALPS Advisors Denver, Colorado	$2.86M	-$270K	2	0.02%	Reduced
624	AWCI Alpine Woods Capital Investors Purchase, New York	$2.86M	+$15.3K	1	0.59%	Increased
625	FIM Freedom Investment Management Hartford, Connecticut	$2.85M	-$66.2K	2	0.24%	Reduced