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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
701	TFF Timothy F. Fidgeon	$797K	-$159K	2	0.36%	Reduced
702	PAA Peregrine Asset Advisers Portland, Oregon	$796K	-$52.6K	1	0.56%	Reduced
703	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$793K	-$682K	1	0.89%	Reduced
704	OWIM Old West Investment Management Los Angeles, California	$789K	+$815K	1	0.49%	New
705	Jane Street New York	$787K	-$228K	1	0.01%	Reduced
706	KT Kanaly Trust Houston, Texas	$783K	$0	2	0.16%	Maintained
707	Smithfield Trust Pittsburgh, Pennsylvania	$783K	-$149K	2	0.16%	Reduced
708	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$782K	$0	1	0.13%	Maintained
709	CF CNA Financial Chicago, Illinois	$780K	-$398K	1	0.18%	Reduced
710	AWM Altavista Wealth Management Asheville, North Carolina	$771K	+$755K	1	0.48%	New
711	RIG Roosevelt Investment Group New York	$758K	-$31K	1	0.04%	Reduced
712	YIA YHB Investment Advisors West Hartford, Connecticut	$754K	-$61K	1	0.17%	Reduced
713	R RQSI Nassau, Bahamas	$743K	+$728K	1	0.69%	New
714	DC Deere & Company Moline, Illinois	$736K	$0	1	0.04%	Maintained
715	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$733K	-$68.2K	1	0.38%	Reduced
716	PCA Peddock Capital Advisors Braintree, Massachusetts	$726K	+$27.9K	1	0.59%	Increased
717	PP PDT Partners New York	$721K	-$640K	1	0.07%	Reduced
718	AWCI Alpine Woods Capital Investors Purchase, New York	$715K	+$374K	1	0.04%	Increased
719	Fulton Bank Lancaster, Pennsylvania	$714K	-$6.48K	1	0.08%	Reduced
720	RegentAtlantic Capital Morristown, New Jersey	$709K	+$60K	5	0.06%	Increased
721	GC Gratia Capital Los Angeles, California	$696K	+$775K	1	0.37%	New
722	Conning Inc Hartford, Connecticut	$691K	-$217K	2	0.03%	Reduced
723	RW Rand Wealth Baltimore, Maryland	$690K	$0	1	0.09%	Maintained
724	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$686K	$0	2	0.09%	Maintained
725	Cambridge Investment Research Advisors Fairfield, Iowa	$684K	-$124K	2	0.02%	Reduced