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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
1051	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$260K	-$32K	1	0.18%	Reduced
1052	Parallel Advisors San Francisco, California	$260K	-$22.4K	8	0.04%	Reduced
1053	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$260K	+$256K	1	0.22%	New
1054	GCMG Gyroscope Capital Management Group Naples, Florida	$258K	+$22.9K	1	0.12%	Increased
1055	NSB Norway Savings Bank Portland, Maine	$257K	-$148K	1	0.24%	Reduced
1056	ZDA Zweig-DiMenna Associates New York	$256K	+$256K	1	0.02%	New
1057	NP Ninepoint Partners Toronto, Ontario, Canada	$255K	-$88.7K	1	0.02%	Reduced
1058	AMG National Trust Bank Greenwood Village, Colorado	$253K	-$116K	1	0.02%	Reduced
1059	AT Arden Trust Wilmington, Delaware	$253K	-$6.35K	1	0.04%	Reduced
1060	RIM Ranger Investment Management Dallas, Texas	$253K	$0	1	0.02%	Maintained
1061	AIM Alambic Investment Management Belvedere, California	$252K	+$42.4K	1	0.04%	Increased
1062	UFG United Fire Group Cedar Rapids, Iowa	$251K	$0	2	0.09%	Maintained
1063	AE Wealth Management Topeka, Kansas	$250K	+$270K	1	0.02%	New
1064	MSR Main Street Research Lakeville, Connecticut	$250K	$0	1	0.04%	Maintained
1065	BAC Boys Arnold & Co Asheville, North Carolina	$249K	$0	1	0.04%	Maintained
1066	CCM Cadence Capital Management Boston, Massachusetts	$248K	+$60K	1	0.02%	Increased
1067	OIA Optimum Investment Advisors Chicago, Illinois	$248K	+$255K	4	0.07%	New
1068	FCAG First Capital Advisors Group Little Silver, New Jersey	$247K	-$86.2K	3	0.14%	Reduced
1069	TBNY Trustco Bank (New York) Albany, New York	$245K	-$13.6K	1	0.25%	Reduced
1070	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$244K	-$405K	1	0.03%	Reduced
1071	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$244K	+$240K	3	0.05%	New
1072	ECM Estabrook Capital Management New York	$244K	$0	3	0.04%	Maintained
1073	IP Investment Partners New Philadelphia, Ohio	$243K	+$263K	1	0.18%	New
1074	LCP Legacy Capital Partners Milwaukee, Wisconsin	$241K	-$20.7K	1	0.12%	Reduced
1075	KS Karpas Strategies Litchfield, Connecticut	$240K	$0	1	0.1%	Maintained