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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
226
IFB
iAB Financial Bank
Indiana
$16.1M -$21.5K 1 11% Reduced
227
SCM
Suffolk Capital Management
New York
$15.9M +$13.2M 2 1.9% Increased
228
Welch & Forbes
Welch & Forbes
Massachusetts
$15.7M +$2.52M 1 0.49% Increased
229
Hancock Whitney
Hancock Whitney
Mississippi
$15.7M $0 1 0.6% Maintained
230
First Manhattan
First Manhattan
New York
$15.6M +$44.8K 7 0.09% Increased
231
Citigroup
Citigroup
New York
$15.3M -$480K 11 0.01% Reduced
232
KLWA
Kelly Lawrence W & Associates
California
$15.2M -$8.66K 1 3.02% Reduced
233
Scout Investments
Scout Investments
Missouri
$14.9M -$4.72M 1 0.28% Reduced
234
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$14.8M +$1.58M 4 0.12% Increased
235
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$14.7M $0 3 1.01% Maintained
236
FWSM
First Wilshire Securities Management
California
$14.6M -$874K 1 3.28% Reduced
237
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$14.1M -$294K 1 0.78% Reduced
238
ACM
American Capital Management
New York
$13.9M +$1.13M 1 1.32% Increased
239
CS
Central Securities
New York
$13.8M $0 1 3.1% Maintained
240
NIM
NXG Investment Management
Texas
$13.7M +$3.93M 1 0.36% Increased
241
CCP
Cryder Capital Partners
United Kingdom
$13.7M -$304K 1 9.96% Reduced
242
Two Sigma Investments
Two Sigma Investments
New York
$13.6M -$15.2M 4 0.06% Reduced
243
AIA
AGF Investments America
Ontario, Canada
$13.6M $0 2 6.85% Maintained
244
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.5M -$852K 5 0.1% Reduced
245
NIMI
Natixis Investment Managers International
France
$13.4M +$979K 5 1.66% Increased
246
RMCM
Reynders McVeigh Capital Management
Massachusetts
$13.4M +$2.44M 2 2.18% Increased
247
SRC
Shufro Rose & Co
New York
$13.3M +$475K 2 1.41% Increased
248
CAM
Cortina Asset Management
Wisconsin
$13.3M -$860K 1 0.58% Reduced
249
CCMH
Cornerstone Capital Management Holdings
New York
$13.2M -$611K 4 0.12% Reduced
250
Nomura Holdings
Nomura Holdings
Japan
$13.2M +$13.5M 6 0.04% New