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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	Palladium Partners Norfolk, Virginia	$743K	-$67.3K	1	0.07%	Reduced
677	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$733K	+$680K	1	0.38%	New
678	James Investment Research Alpha, Ohio	$725K	-$307K	1	0.02%	Reduced
679	SAM Steinberg Asset Management New York	$701K	-$985K	1	0.12%	Reduced
680	WEC Winslow Evans & Crocker Boston, Massachusetts	$699K	+$484K	2	0.2%	Increased
681	LAM Lingohr Asset Management Duesseldorf, Germany	$693K	-$29K	1	0.35%	Reduced
682	WCM Washington Capital Management Seattle, Washington	$686K	+$680K	1	0.43%	New
683	AWCI Alpine Woods Capital Investors Purchase, New York	$685K	-$110K	1	0.04%	Reduced
684	Boston Common Asset Management Boston, Massachusetts	$684K	$0	1	0.04%	Maintained
685	MFP Michael F. Price	$679K	$0	1	0.08%	Maintained
686	SG Swarthmore Group Philadelphia, Pennsylvania	$674K	-$36.7K	1	0.07%	Reduced
687	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$669K	$0	2	0.57%	Maintained
688	FBT First Bankers Trust Louisville, Kentucky	$666K	+$7.23K	1	0.29%	Increased
689	SFSIG San Francisco Sentry Investment Group San Francisco, California	$655K	$0	1	0.41%	Maintained
690	NAM Nichols Asset Management Sudbury, Massachusetts	$652K	$0	1	0.14%	Maintained
691	Weatherly Asset Management Del Mar, California	$651K	+$106K	1	0.23%	Increased
692	Gofen & Glossberg Chicago, Illinois	$636K	$0	2	0.03%	Maintained
693	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$635K	+$628K	1	0.08%	New
694	NCM Neumann Capital Management Foster City, California	$632K	+$9.16K	1	0.44%	Increased
695	Spot Trading Chicago, Illinois	$629K	-$964K	3	0.01%	Reduced
696	Guardian Capital (Canada) Toronto, Ontario, Canada	$624K	+$204K	2	0.01%	Increased
697	NCA NCM Capital Advisers Durham, North Carolina	$618K	$0	2	1.75%	Maintained
698	TH Timber Hill Greenwich, Connecticut	$614K	-$395K	1	0%	Reduced
699	Laurion Capital Management New York	$607K	+$664K	2	0.01%	New
700	AIM Arcadia Investment Management Kalamazoo, Michigan	$601K	-$471K	1	0.18%	Reduced