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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
626	MJP Michael J. Puzo	$4.51M	+$158K	1	1.71%	Increased
627	BRCM Bright Rock Capital Management Hanover, Massachusetts	$4.5M	$0	1	1.26%	Maintained
628	TCA Taconic Capital Advisors New York	$4.47M	$0	1	0.11%	Maintained
629	Holocene Advisors New York	$4.44M	-$6.54M	3	0.03%	Reduced
630	SAM Securian Asset Management St Paul, Minnesota	$4.4M	-$1.32M	2	0.13%	Reduced
631	MCM McKinley Capital Management Anchorage, Alaska	$4.38M	$0	1	0.59%	Maintained
632	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$4.37M	-$364K	1	0.48%	Reduced
633	NC NBW Capital Boston, Massachusetts	$4.35M	+$53.3K	1	1.17%	Increased
634	ACM Ayrshire Capital Management Westport, Connecticut	$4.34M	+$162K	1	3.23%	Increased
635	Empowered Funds Havertown, Pennsylvania	$4.34M	+$956K	2	0.42%	Increased
636	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$4.33M	+$107K	1	3.53%	Increased
637	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$4.29M	$0	1	0.54%	Maintained
638	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$4.29M	-$33.8K	1	1.3%	Reduced
639	Atlantic Union Bankshares Glen Allen, Virginia	$4.22M	-$586K	1	0.48%	Reduced
640	MCC Malaga Cove Capital Pv Estates, California	$4.19M	-$35.4K	2	2.39%	Reduced
641	PA Perennial Advisors New York	$4.19M	+$37.9K	1	1.37%	Increased
642	MAP Moody Aldrich Partners Marblehead, Massachusetts	$4.18M	-$1.83M	1	0.86%	Reduced
643	SWK Stephen W. Kidder	$4.18M	+$31.8K	1	1.71%	Increased
644	CRC Catawba River Capital Lake Wylie, South Carolina	$4.16M	-$26.5K	1	4.95%	Reduced
645	AMG National Trust Bank Greenwood Village, Colorado	$4.16M	$0	2	0.16%	Maintained
646	DBG De Burlo Group Boston, Massachusetts	$4.14M	+$4.52M	2	0.98%	Increased
647	Advisory Services Network Atlanta, Georgia	$4.09M	+$529K	4	0.14%	Increased
648	Quantinno Capital Management New York	$4.09M	+$1.69M	3	0.53%	Increased
649	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$4.07M	+$1.64M	7	0.01%	Increased
650	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$4.06M	-$41.1K	2	0.42%	Reduced