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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
951	TCM Telos Capital Management San Diego, California	$229K	-$6.79K	1	0.1%	Reduced
952	CAM Cypress Asset Management Houston, Texas	$226K	+$11.4K	1	0.04%	Increased
953	1SB 1ST Source Bank South Bend, Indiana	$225K	-$15.9K	1	0.02%	Reduced
954	AP Advisor Partners Walnut Creek, California	$224K	+$7.89K	1	0.07%	Increased
955	EMG Ellington Management Group Old Greenwich, Connecticut	$224K	+$200K	1	0.03%	New
956	EFS Essex Financial Services Essex, Connecticut	$222K	+$7.17K	1	0.05%	Increased
957	FFA First Foundation Advisors Irvine, California	$222K	-$11.1K	1	0.01%	Reduced
958	I2I Insight 2811 Inc Chicago, Illinois	$222K	-$2.24M	1	0.18%	Reduced
959	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$222K	+$217K	1	0%	New
960	LC Lincoln Capital Lincoln, Nebraska	$222K	$0	1	0.16%	Maintained
961	ECM Estabrook Capital Management New York	$221K	$0	2	0.03%	Maintained
962	PM Parametrica Management Wanchai, Hong Kong	$221K	-$10.1K	1	0.22%	Reduced
963	SSB Sandy Spring Bank Olney, Maryland	$221K	-$5.38K	2	0.02%	Reduced
964	ACM Alta Capital Management Salt Lake City, Utah	$220K	$0	1	0.02%	Maintained
965	Caprock Group Boise, Idaho	$220K	-$36.2K	1	0.06%	Reduced
966	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$220K	$0	1	0.11%	Maintained
967	AAM Aureus Asset Management Boston, Massachusetts	$218K	+$223K	1	0.04%	New
968	Avior Wealth Management Omaha, Nebraska	$216K	+$367	1	0.08%	Increased
969	BW Bison Wealth Atlanta, Georgia	$215K	+$211K	1	0.18%	New
970	PTC Petrus Trust Company Dallas, Texas	$215K	+$207K	1	0.05%	New
971	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$208K	+$204K	1	0.06%	New
972	SouthState Corp Winter Haven, Florida	$207K	$0	1	0.03%	Maintained
973	TSS Two Sigma Securities New York	$207K	+$188K	1	0.07%	New
974	AT Argent Trust San Antonio, Texas	$206K	+$201K	1	0.06%	New
975	Nuveen Fund Advisors Chicago, Illinois	$204K	+$186K	1	0.03%	New