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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
1226
Sigma Planning Corp
Sigma Planning Corp
Michigan
$905K -$26.6K 1 0.02% Reduced
1227
EHWM
Eads & Heald Wealth Management
Georgia
$905K +$52.9K 1 0.44% Increased
1228
SW
SlateStone Wealth
Florida
$900K +$19.8K 1 0.07% Increased
1229
NB
NBT Bank
New York
$898K -$491K 2 0.06% Reduced
1230
KWM
Keebeck Wealth Management
Illinois
$898K -$1.58M 2 0.09% Reduced
1231
CTC
Cetera Trust Company
Minnesota
$894K +$18.6K 3 0.45% Increased
1232
AG
Ascent Group
Virginia
$893K +$34.1K 1 0.03% Increased
1233
Koshinski Asset Management
Koshinski Asset Management
Illinois
$893K -$31.9K 1 0.05% Reduced
1234
MUAMU
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$890K -$262K 1 0.41% Reduced
1235
Plancorp LLC
Plancorp LLC
Missouri
$889K +$904 1 0.02% Increased
1236
LC
Lincoln Capital
Nebraska
$886K -$1.02K 2 0.16% Reduced
1237
WIM
WealthPlan Investment Management
Nebraska
$886K -$222K 2 0.04% Reduced
1238
VIP
Vista Investment Partners
Oklahoma
$881K -$88 1 0.22% Reduced
1239
LG
LaFleur & Godfrey
Michigan
$877K -$110K 1 0.1% Reduced
1240
IIC
Ironwood Investment Counsel
Arizona
$874K -$1.94K 2 0.11% Reduced
1241
CAM
Cypress Asset Management
Texas
$873K -$115K 1 0.17% Reduced
1242
KIC
Kensington Investment Counsel
California
$870K -$19.8K 1 0.38% Reduced
1243
CIM
Caldwell Investment Management
Ontario, Canada
$869K -$504K 1 0.57% Reduced
1244
SWM
Sterling Wealth Management
Illinois
$866K $0 1 0.22% Maintained
1245
SIP
Stoneridge Investment Partners
Pennsylvania
$863K -$152K 2 0.57% Reduced
1246
Smartleaf Asset Management
Smartleaf Asset Management
Massachusetts
$862K $0 10 0.03% Maintained
1247
MM
MQS Management
New York
$860K +$533K 3 1.05% Increased
1248
CMMS
Comprehensive Money Management Services
Florida
$849K +$257K 2 0.53% Increased
1249
WCA
Westover Capital Advisors
Delaware
$847K -$869K 1 0.14% Reduced
1250
LWPC
Legacy Wealth Partners (Colorado)
Colorado
$847K -$234K 2 0.19% Reduced