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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
1001	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$372K	+$465K	1	0.25%	Increased
1002	CWA Clarus Wealth Advisors Peoria, Arizona	$368K	-$332K	4	0.58%	Reduced
1003	AAM Arabesque Asset Management London, United Kingdom	$367K	+$353K	1	0.36%	New
1004	WA Wheatland Advisors Lancaster, Pennsylvania	$367K	+$114	1	0.32%	Increased
1005	CCP Corient Capital Partners Newport Beach, California	$366K	+$89.9K	1	0.07%	Increased
1006	ALPS Advisors Denver, Colorado	$362K	-$242K	1	0%	Reduced
1007	BCM Boltwood Capital Management Walnut Creek, California	$362K	-$39.2K	1	0.25%	Reduced
1008	HH Hilltop Holdings Dallas, Texas	$359K	+$1.66K	1	0.09%	Increased
1009	First Citizens Bank & Trust Raleigh, North Carolina	$355K	-$2.93M	1	0.04%	Reduced
1010	Stephens Inc Little Rock, Arkansas	$352K	-$83.2K	2	0.01%	Reduced
1011	EAM Evanson Asset Management Carmel, California	$351K	$0	1	0.08%	Maintained
1012	LCP Legacy Capital Partners Milwaukee, Wisconsin	$350K	$0	1	0.19%	Maintained
1013	SM Sciencast Management Princeton, New Jersey	$348K	-$1.51M	1	0.31%	Reduced
1014	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$346K	-$2.04M	1	0.07%	Reduced
1015	CCM Compton Capital Management Providence, Rhode Island	$346K	-$28.3K	1	0.17%	Reduced
1016	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$346K	-$3.31M	1	0.21%	Reduced
1017	SC Sepio Capital Salt Lake City, Utah	$346K	+$316K	1	0.03%	New
1018	BSPF British Steel Pension Fund London, United Kingdom	$345K	+$300K	1	0.06%	New
1019	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$344K	-$987K	3	0.11%	Reduced
1020	OPA Old Port Advisors Portland, Maine	$342K	+$353K	1	0.19%	New
1021	TC TownSquare Capital Provo, Utah	$342K	+$335K	1	0.04%	New
1022	IB Intrust Bank Wichita, Kansas	$341K	+$60.7K	1	0.1%	Increased
1023	CIM CIM Investment Management Pittsburgh, Pennsylvania	$339K	$0	1	0.15%	Maintained
1024	Horizon Kinetics New York	$337K	+$27.5K	1	0.01%	Increased
1025	ISB Iowa State Bank Urbandale, Iowa	$337K	$0	1	0.17%	Maintained