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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
1176	Maverick Capital Dallas, Texas	$622K	-$452K	2	0.01%	Reduced
1177	NERM New England Research & Management Chicago, Illinois	$619K	-$27.2K	2	0.32%	Reduced
1178	MFS Mirabella Financial Services London, United Kingdom	$616K	+$110K	2	0.11%	Increased
1179	BW Bison Wealth Atlanta, Georgia	$611K	-$151K	1	0.27%	Reduced
1180	CF Copperwynd Financial Scottsdale, Arizona	$611K	+$8.4K	1	0.26%	Increased
1181	RIA Recurrent Investment Advisors Houston, Texas	$611K	$0	1	0.31%	Maintained
1182	FGAM Financial Gravity Asset Management Lakeway, Texas	$604K	+$13.3K	1	0.17%	New
1183	Boston Partners Boston, Massachusetts	$603K	+$105K	1	0%	Increased
1184	Bel Air Investment Advisors Los Angeles, California	$600K	+$183K	1	0.02%	Increased
1185	CT Columbia Trust Portland, Oregon	$600K	$0	1	0.34%	Maintained
1186	3LCM 3D/L Capital Management Hartford, Connecticut	$598K	$0	1	0.14%	Maintained
1187	Ballentine Partners Waltham, Massachusetts	$595K	+$337K	2	0.02%	Increased
1188	WBG Wharton Business Group Malvern, Pennsylvania	$593K	+$261K	1	0.05%	Increased
1189	FF FourThought Financial Venice, Florida	$592K	-$3.86K	3	0.08%	Reduced
1190	WIS Wright Investors Service Shelton, Connecticut	$588K	+$9.49K	1	0.16%	Increased
1191	COI Connable Office Inc Kalamazoo, Michigan	$586K	-$105K	1	0.08%	Reduced
1192	Evergreen Capital Management Bellevue, Washington	$584K	+$4.45K	1	0.03%	Increased
1193	FineMark National Bank & Trust Fort Myers, Florida	$584K	-$83K	2	0.02%	Reduced
1194	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$582K	$0	1	0.03%	Maintained
1195	Caption Management Oklahoma City, Oklahoma	$581K	+$578K	1	0.01%	New
1196	TFS TrustCore Financial Services Brentwood, Tennessee	$577K	+$31.3K	4	0.06%	Increased
1197	AIA Affinity Investment Advisors Newport Beach, California	$574K	$0	1	0.26%	Maintained
1198	CCA Checchi Capital Advisers Beverly Hills, California	$574K	+$200K	2	0.06%	Increased
1199	Exchange Traded Concepts Oklahoma City, Oklahoma	$572K	+$128K	3	0.02%	Increased
1200	PCM Perritt Capital Management Chicago, Illinois	$571K	$0	1	0.3%	Maintained