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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
1401	VC Veery Capital Wilmington, Delaware	$201K	+$191K	1	0.14%	New
1402	PTC Petrus Trust Company Dallas, Texas	$199K	-$1.41K	1	0.02%	Reduced
1403	I2I Insight 2811 Inc Chicago, Illinois	$197K	$0	1	0.12%	Maintained
1404	Thompson Siegel & Walmsley Richmond, Virginia	$192K	-$5.09K	2	0%	Reduced
1405	JMF Johnson Midwest Financial Glidden, Iowa	$191K	+$183K	1	0.18%	New
1406	RWM Raffa Wealth Management Washington, District of Columbia	$181K	-$4.04K	4	0.06%	Reduced
1407	PS Planned Solutions Folsom, California	$180K	+$71.9K	1	0.14%	Increased
1408	CA Centerpoint Advisors Needham, Massachusetts	$178K	$0	1	0.12%	Maintained
1409	FMT First Mercantile Trust Cordova, Tennessee	$178K	-$302K	2	0.02%	Reduced
1410	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$175K	+$5.98K	3	0.08%	Increased
1411	BWM BerganKDV Wealth Management Bloomington, Minnesota	$174K	+$21.4K	4	0.02%	Increased
1412	BCA Berman Capital Advisors Atlanta, Georgia	$172K	-$7K	6	0.04%	Reduced
1413	AIM Anchor Investment Management Columbia, South Carolina	$171K	+$23.2K	3	0.03%	Increased
1414	JIR James Investment Research Alpha, Ohio	$165K	+$158K	2	0.01%	Increased
1415	CCA Column Capital Advisors Indianapolis, Indiana	$161K	$0	2	0.04%	Maintained
1416	IAIM International Assets Investment Management Orlando, Florida	$160K	+$150K	7	0.03%	New
1417	Valeo Financial Advisors Carmel, Indiana	$156K	-$7.33K	4	0.01%	Reduced
1418	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$153K	+$142K	1	0.05%	New
1419	SWA Sutton Wealth Advisors Tampa, Florida	$151K	+$1.64K	5	0.06%	Increased
1420	Bartlett & Co Wealth Management Cincinnati, Ohio	$144K	+$821	2	0%	Increased
1421	Bartlett & Co Cincinnati, Ohio	$144K	+$821	2	0%	Increased
1422	PWMG Prestige Wealth Management Group Flemington, New Jersey	$144K	+$12.3K	4	0.04%	Increased
1423	GTAM Global Trust Asset Management West Palm Beach, Florida	$143K	+$32K	1	0.08%	Increased
1424	ACG Aventail Capital Group New York	$142K	+$142K	1	0.07%	New
1425	OC Oakworth Capital Birmingham, Alabama	$142K	$0	1	0.02%	Maintained