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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	AIC Argus Investors Counsel New York	$541K	-$9.58K	1	0.26%	Reduced
1002	SP SWS Partners Columbus, Ohio	$535K	+$516K	2	0.34%	New
1003	JGUA John G. Ullman & Associates Corning, New York	$531K	+$515K	1	0.09%	New
1004	WA Wheatland Advisors Lancaster, Pennsylvania	$530K	$0	1	0.4%	Maintained
1005	NewEdge Advisors New Orleans, Louisiana	$528K	$0	1	0.03%	Maintained
1006	PI Pettee Investors Rowayton, Connecticut	$528K	-$333K	1	0.34%	Reduced
1007	Homrich & Berg Atlanta, Georgia	$525K	+$9.94K	1	0.03%	Increased
1008	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$520K	-$28K	1	0.05%	Reduced
1009	PCAP Pratt Collard Advisory Partners Buffalo, New York	$520K	+$15.1K	1	0.41%	Increased
1010	PHK Point72 Hong Kong Hong Kong	$515K	+$472K	3	0.14%	Increased
1011	CP Cumberland Partners Toronto, Ontario, Canada	$513K	-$106K	1	0.05%	Reduced
1012	EP Wealth Advisors Torrance, California	$509K	+$270K	2	0.03%	Increased
1013	HCM Highlander Capital Management Short Hills, New Jersey	$508K	-$55.2K	3	0.31%	Reduced
1014	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$506K	$0	1	0.04%	Maintained
1015	WAM Westport Asset Management Southport, Connecticut	$502K	$0	1	0.34%	Maintained
1016	WIA Westbourne Investment Advisors Annapolis, Maryland	$494K	-$54.6K	2	0.4%	Reduced
1017	AC Arjuna Capital Durham, North Carolina	$492K	-$965K	1	0.35%	Reduced
1018	VBFP Valtinson Bruner Financial Planning New Brighton, Minnesota	$491K	$0	1	0.42%	Maintained
1019	GAM Grandview Asset Management Harrisburg, Pennsylvania	$489K	+$637	1	0.45%	Increased
1020	Parallel Advisors San Francisco, California	$486K	+$36.4K	8	0.05%	Increased
1021	GH GAM Holding Zurich, Switzerland	$484K	+$128K	1	0.02%	Increased
1022	Burney Company Reston, Virginia	$483K	$0	1	0.03%	Maintained
1023	LCP Legacy Capital Partners Milwaukee, Wisconsin	$482K	$0	1	0.21%	Maintained
1024	AIA Affinity Investment Advisors Newport Beach, California	$479K	+$21.5K	1	0.14%	Increased
1025	APA American Portfolios Advisors Holbrook, New York	$478K	+$15.6K	4	0.04%	Increased