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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	SCM Symons Capital Management Pittsburgh, Pennsylvania	$867K	+$55.6K	1	0.21%	Increased
752	Gofen & Glossberg Chicago, Illinois	$863K	$0	2	0.03%	Maintained
753	SH Svenska Handelsbanken Stockholm, Sweden	$859K	$0	1	1.3%	Maintained
754	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$857K	+$376K	1	0.12%	Increased
755	Wealthfront Palo Alto, California	$848K	+$108K	2	0.01%	Increased
756	Driehaus Capital Management Chicago, Illinois	$845K	+$794K	1	0.03%	New
757	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$831K	+$781K	1	0.12%	New
758	BCP Berkeley Capital Partners Milton, Georgia	$828K	+$15.3K	1	0.56%	Increased
759	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$827K	+$52.8K	4	0.37%	Increased
760	CPO Cerity Partners OCIO New York	$826K	-$476K	1	0.06%	Reduced
761	CC ClearArc Capital Cincinnati, Ohio	$824K	+$1.6K	2	0.13%	Increased
762	PC Palo Capital Newport Beach, California	$823K	$0	1	0.47%	Maintained
763	LCM Legato Capital Management San Francisco, California	$822K	+$879K	1	0.35%	New
764	SouthState Corp Winter Haven, Florida	$810K	+$539K	2	0.1%	Increased
765	Allstate Corporation Northbrook, Illinois	$807K	+$798K	1	0.04%	New
766	DIA Dean Investment Associates Beavercreek, Ohio	$804K	+$24.7K	1	0.12%	Increased
767	WA WFG Advisors Dallas, Texas	$804K	+$103K	3	0.18%	Increased
768	ABP Arthur B. Page	$798K	+$3.65K	1	0.7%	Increased
769	FFC First Financial Corp Terre Haute, Indiana	$793K	+$20.6K	2	0.5%	Increased
770	SIM Spark Investment Management New York	$790K	+$179K	1	0.05%	Increased
771	Clark Capital Management Group Philadelphia, Pennsylvania	$789K	+$756K	1	0.03%	New
772	O'Shaughnessy Asset Management Stamford, Connecticut	$784K	-$1.14M	3	0.02%	Reduced
773	Donaldson Capital Management Evansville, Indiana	$777K	-$127K	1	0.09%	Reduced
774	Conning Inc Hartford, Connecticut	$769K	+$172K	2	0.03%	Increased
775	FBT First Bankers Trust Louisville, Kentucky	$767K	+$18.5K	1	0.41%	Increased