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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
676	CCB Cutter & Co Brokerage Ballwin, Missouri	$661K	-$21.8K	1	0.32%	Reduced
677	WCM Windward Capital Management Los Angeles, California	$654K	+$65.5K	1	0.18%	Increased
678	MFP Michael F. Price	$649K	+$730K	1	0.1%	New
679	DAM Deltec Asset Management New York	$639K	+$471K	1	0.16%	Increased
680	DSC Duncker Streett & Co St. Louis, Missouri	$639K	-$126K	3	0.25%	Reduced
681	LAM Lingohr Asset Management Duesseldorf, Germany	$635K	+$687K	1	0.3%	New
682	GL GLG LLC New York	$625K	-$1.7M	1	0.02%	Reduced
683	BCAM Boston Common Asset Management Boston, Massachusetts	$615K	+$278K	1	0.04%	Increased
684	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$602K	-$5K	2	0.48%	Reduced
685	TFF Timothy F. Fidgeon	$598K	+$6.73K	2	0.3%	Increased
686	LWM LBA Wealth Management Jacksonville, Florida	$594K	+$27.3K	1	0.37%	Increased
687	FBT First Bankers Trust Louisville, Kentucky	$593K	+$83.8K	1	0.27%	Increased
688	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$588K	$0	2	0.08%	Maintained
689	SG Swarthmore Group Philadelphia, Pennsylvania	$588K	+$57.8K	1	0.06%	Increased
690	Shelton Capital Management Denver, Colorado	$584K	$0	2	0.06%	Maintained
691	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$583K	-$150K	1	0.16%	Reduced
692	CI Cowen Inc New York	$570K	+$640K	2	0.03%	New
693	GCP GSA Capital Partners London, United Kingdom	$568K	-$3.1M	2	0.03%	Reduced
694	IPC Independent Portfolio Consultants Boca Raton, Florida	$567K	+$34.5K	3	0.12%	Increased
695	RW Rand Wealth Baltimore, Maryland	$560K	+$343K	1	0.08%	Increased
696	CC Cipher Capital New York	$558K	-$277K	2	0.08%	Reduced
697	Algert Global San Francisco, California	$552K	-$7.01K	1	0.31%	Reduced
698	Gofen & Glossberg Chicago, Illinois	$547K	+$59.1K	2	0.02%	Increased
699	SFSIG San Francisco Sentry Investment Group San Francisco, California	$541K	$0	1	0.38%	Maintained
700	NAM Nichols Asset Management Sudbury, Massachusetts	$538K	+$41.3K	1	0.12%	Increased