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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
751	PCM Parsons Capital Management Providence, Rhode Island	$4.56M	-$3.48M	2	0.21%	Reduced
752	FFL Future Fund LLC Chicago, Illinois	$4.56M	+$247K	1	1.31%	Increased
753	NSIM North Star Investment Management Chicago, Illinois	$4.55M	+$12.8K	5	0.25%	Increased
754	EMB Elefante Mark B	$4.53M	+$379K	1	1.95%	Increased
755	VCM Vision Capital Management Portland, Oregon	$4.53M	-$111K	1	0.52%	Reduced
756	VC VarCov Co Darien, Connecticut	$4.52M	+$2.7M	2	1.72%	Increased
757	Granahan Investment Management Waltham, Massachusetts	$4.52M	-$1.99M	1	0.16%	Reduced
758	MIM Morningstar Investment Management Chicago, Illinois	$4.46M	$0	1	0.28%	Maintained
759	Saudi Central Bank Riyadh, Saudi Arabia	$4.45M	+$2.03M	2	0.06%	Increased
760	Quadrature Capital London, United Kingdom	$4.44M	+$164K	5	0.04%	Increased
761	DCM Decatur Capital Management Decatur, Georgia	$4.42M	+$4.46M	1	1.5%	New
762	Aristotle Atlantic Partners Sarasota, Florida	$4.42M	-$1.8M	1	0.18%	Reduced
763	CICC Capital Investment Counsel (Colorado) Denver, Colorado	$4.42M	+$67K	1	0.55%	Increased
764	QIM Quantitative Investment Management Charlottesville, Virginia	$4.41M	-$2.61M	2	0.48%	Reduced
765	PA Paralel Advisors Denver, Colorado	$4.38M	+$4.48M	2	0.17%	New
766	SouthState Corp Winter Haven, Florida	$4.38M	-$5.38M	5	0.18%	Reduced
767	CC Cannell Capital Alta, Wyoming	$4.38M	+$4.22M	1	2.93%	New
768	SLA Silver Lake Advisory Cottonwood Heights, Utah	$4.36M	+$4.26M	1	1.56%	New
769	Park Avenue Securities New York	$4.36M	+$143K	7	0.03%	Increased
770	MAM Montanaro Asset Management London, United Kingdom	$4.34M	+$1.41M	2	1.37%	Increased
771	RRA Round Rock Advisors Wilton, Connecticut	$4.31M	+$2.21K	2	0.55%	Increased
772	TCM Turas Capital Management Boston, Massachusetts	$4.29M	+$5.74M	1	1.97%	New
773	OIMU Osmosis Investment Management UK London, United Kingdom	$4.29M	-$4.59M	1	0.2%	Reduced
774	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$4.28M	+$286K	3	0.44%	Increased
775	Bailard Foster City, California	$4.26M	+$558K	4	0.09%	Increased