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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
1301	Potomac Fund Management Miami, Florida	$703K	+$686K	1	0.02%	New
1302	KPP Kings Path Partners Sugar Land, Texas	$698K	+$427K	1	0.19%	New
1303	PFM Phillips Financial Management Fort Wayne, Indiana	$695K	-$402	1	0.05%	Reduced
1304	SL Sentinus LLC Oak Brook, Illinois	$695K	-$331K	1	0.06%	Reduced
1305	Hancock Whitney Gulfport, Mississippi	$694K	+$719K	1	0.01%	New
1306	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$693K	-$341	1	0.13%	Reduced
1307	SBFM S-Bank Fund Management Helsinki, Finland	$693K	-$2.71M	2	0.09%	Reduced
1308	LCM LRT Capital Management Austin, Texas	$689K	-$1.25M	1	0.45%	Reduced
1309	Simplicity Wealth Summit, New Jersey	$687K	+$643K	2	0.02%	New
1310	AMG Advisors Management Group La Crosse, Wisconsin	$687K	-$1.6K	1	0.11%	Reduced
1311	GTS Securities Miami, Florida	$686K	+$386K	2	0.01%	Increased
1312	EMAM Encompass More Asset Management Danville, California	$686K	-$225K	1	0.1%	Reduced
1313	HT Headlands Technologies Chicago, Illinois	$683K	-$379K	1	0.07%	Reduced
1314	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$681K	-$36.5K	1	0.22%	Reduced
1315	HCM HMS Capital Management Nashville, Tennessee	$680K	+$246	1	0.25%	Increased
1316	HWM Hohimer Wealth Management Seattle, Washington	$676K	-$10.2K	3	0.07%	Reduced
1317	PAW Plan A Wealth Lincoln, Nebraska	$670K	+$64.8K	1	0.29%	Increased
1318	WFG Wormser Freres Gestion Paris, France	$665K	+$31.3K	1	0.38%	Increased
1319	BC Bridgefront Capital Austin, Texas	$662K	+$63.1K	1	0.17%	Increased
1320	Stock Yards Bank & Trust Louisville, Kentucky	$655K	-$317K	2	0.02%	Reduced
1321	Capital Investment Advisors Atlanta, Georgia	$655K	-$18.3K	2	0.01%	Reduced
1322	GC GatePass Capital Independence, Ohio	$652K	$0	1	0.25%	Maintained
1323	EI Ellevest Inc New York	$652K	-$46.4K	2	0.08%	Reduced
1324	TA TrueWealth Advisors Birmingham, Alabama	$651K	-$16.4K	1	0.15%	Reduced
1325	Accredited Investors Edina, Minnesota	$651K	-$112K	2	0.03%	Reduced