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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
801	HSA Hussman Strategic Advisors Ellicott City, Maryland	$2.83M	+$706K	3	0.54%	Increased
802	Bridgewater Associates Westport, Connecticut	$2.83M	+$650K	2	0.02%	Increased
803	Dakota Wealth Management Palm Beach Gardens, Florida	$2.83M	+$1.93M	3	0.12%	Increased
804	PG Patten Group Chattanooga, Tennessee	$2.82M	+$105K	1	0.84%	Increased
805	AG Ascent Group Virginia Beach, Virginia	$2.82M	+$720K	1	0.31%	Increased
806	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$2.82M	+$16.9K	1	0.57%	Increased
807	Dynamic Advisor Solutions Phoenix, Arizona	$2.79M	+$560K	2	0.13%	Increased
808	LFS Legacy Financial Strategies Overland Park, Kansas	$2.79M	+$79.4K	1	0.9%	Increased
809	ACM Alpha Capital Management Austin, Texas	$2.79M	-$98K	1	0.65%	Reduced
810	QCM Qsemble Capital Management New York	$2.77M	+$2.5M	1	0.52%	Increased
811	PCM Prelude Capital Management New York	$2.73M	+$2.11M	5	0.18%	Increased
812	SWM Sugarloaf Wealth Management Duluth, Georgia	$2.72M	-$75.5K	2	0.69%	Reduced
813	Twin Tree Management Dallas, Texas	$2.72M	+$2.93M	2	0.01%	Increased
814	Associated Banc-Corp Green Bay, Wisconsin	$2.72M	$0	1	0.11%	Maintained
815	TIAM TT International Asset Management London, United Kingdom	$2.71M	+$1.1M	1	0.41%	Increased
816	PIM Provident Investment Management Novi, Michigan	$2.66M	$0	1	0.29%	Maintained
817	JCM Jacobi Capital Management Pittston, Pennsylvania	$2.66M	+$7.71K	3	0.3%	Increased
818	Vestmark Advisory Solutions Wakefield, Massachusetts	$2.64M	-$1.89M	3	0.19%	Reduced
819	AMG National Trust Bank Greenwood Village, Colorado	$2.61M	-$10.9K	2	0.09%	Reduced
820	Level Four Advisory Services Dallas, Texas	$2.6M	+$948K	1	0.17%	Increased
821	P Pitcairn Conshohocken, Pennsylvania	$2.58M	+$61.5K	3	0.22%	Increased
822	PCA Peddock Capital Advisors Braintree, Massachusetts	$2.57M	+$5.39K	1	0.86%	Increased
823	Park National Corp Newark, Ohio	$2.57M	$0	1	0.12%	Maintained
824	GWP Gateway Wealth Partners Appleton, Wisconsin	$2.55M	+$170K	1	0.46%	Increased
825	Banque Pictet & Cie Geneva 73, Switzerland	$2.55M	$0	1	0.03%	Maintained