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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
1251
Burney Company
Burney Company
Virginia
$652K -$27.3K 1 0.03% Reduced
1252
Smithfield Trust
Smithfield Trust
Pennsylvania
$651K -$14.4K 5 0.04% Reduced
1253
Savant Capital
Savant Capital
Illinois
$649K +$37.5K 2 0.02% Increased
1254
BWP
BSW Wealth Partners
Colorado
$646K +$64.4K 1 0.16% Increased
1255
BAS
Brown Advisory Securities
Maryland
$644K -$147K 1 0.27% Reduced
1256
VAM
Verity Asset Management
North Carolina
$644K +$76.2K 1 0.38% Increased
1257
Clearstead Advisors
Clearstead Advisors
Ohio
$642K +$344K 5 0.04% Increased
1258
MFW
Meristem Family Wealth
Minnesota
$641K -$97.1K 2 0.05% Reduced
1259
BCM
Boltwood Capital Management
California
$640K $0 1 0.24% Maintained
1260
CL
CSS LLC
Illinois
$638K +$602K 1 0.02% Increased
1261
VFA
Voya Financial Advisors
Connecticut
$635K -$39.5K 1 0.07% Reduced
1262
Gratus Capital
Gratus Capital
Georgia
$633K +$613K 1 0.06% New
1263
NERM
New England Research & Management
Illinois
$632K $0 2 0.31% Maintained
1264
9WM
9258 Wealth Management
Ohio
$631K +$166K 1 0.14% Increased
1265
SWM
SeaCrest Wealth Management
New York
$630K -$16.3K 2 0.07% Reduced
1266
3LCM
3D/L Capital Management
Connecticut
$624K $0 1 0.15% Maintained
1267
HWAM
Hennion & Walsh Asset Management
New Jersey
$616K +$253K 2 0.03% Increased
1268
PCMC
Private Capital Management (Colorado)
Colorado
$614K $0 1 0.21% Maintained
1269
HCMT
Highland Capital Management (Tennessee)
Tennessee
$609K $0 1 0.03% Maintained
1270
OFS
OneAscent Financial Services
Alabama
$609K +$590K 1 1.16% New
1271
SA
Syntax Advisors
New York
$604K +$612K 2 0.45% New
1272
VCG
Vantage Consulting Group
Virginia
$604K +$206K 2 0.16% Increased
1273
HC
Henshaw Capital
Massachusetts
$602K $0 1 0.03% Maintained
1274
Centiva Capital
Centiva Capital
New York
$595K -$1.17M 1 0.01% Reduced
1275
VV
Verity & Verity
South Carolina
$595K $0 1 0.09% Maintained