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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
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$359K +$347K 1 0.03% New
1402
CFFP
Center for Financial Planning
Michigan
$356K $0 2 0.07% Maintained
1403
EP Wealth Advisors
EP Wealth Advisors
California
$356K +$19K 1 0.01% Increased
1404
EN1L
Engine No 1 LLC
California
$355K +$71.4K 1 0.07% Increased
1405
VCM
Vigilant Capital Management
Maine
$352K -$9.76K 3 0.02% Reduced
1406
FFA
First Foundation Advisors
California
$351K +$19.9K 1 0.01% Increased
1407
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$350K $0 1 0% Maintained
1408
IP
Innovative Portfolios
Indiana
$349K $0 1 0.81% Maintained
1409
TWM
Thrive Wealth Management
Pennsylvania
$349K +$362K 1 0.12% New
1410
CWM
Cahaba Wealth Management
Georgia
$348K $0 1 0.05% Maintained
1411
Members Trust
Members Trust
Florida
$348K $0 1 0.01% Maintained
1412
SEEDPG
S.E.E.D. Planning Group
New York
$345K -$86.4K 1 0.15% Reduced
1413
TFS
TrustCore Financial Services
Tennessee
$345K -$261K 4 0.04% Reduced
1414
CB
Community Bank
New York
$344K -$31.9K 3 0.04% Reduced
1415
APP
Alpha Paradigm Partners
Illinois
$341K +$71.5K 2 0.14% Increased
1416
TFS
Thoroughbred Financial Services
Tennessee
$341K +$26.2K 1 0.07% Increased
1417
AIP
Almanack Investment Partners
Pennsylvania
$340K -$1.12K 1 0.03% Reduced
1418
FCAG
First Capital Advisors Group
New Jersey
$340K +$355K 1 0.19% New
1419
GDP
Great Diamond Partners
Maine
$340K +$7.07K 1 0.09% Increased
1420
SIA
SkyView Investment Advisors
New Jersey
$340K -$30.2K 1 0.08% Reduced
1421
SIC
Shoker Investment Counsel
Ohio
$339K +$462 1 0.16% Increased
1422
TD Private Client Wealth
TD Private Client Wealth
New York
$336K -$31.2K 5 0.01% Reduced
1423
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$332K +$5.24K 1 0.01% Increased
1424
MFG
Menard Financial Group
Texas
$331K +$79K 1 0.27% Increased
1425
FI
Fractal Investments
Connecticut
$326K +$327K 1 0.11% New