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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
First Manhattan
First Manhattan
New York
$14M +$273K 7 0.09% Increased
227
CCP
Cryder Capital Partners
United Kingdom
$14M +$1.63M 1 9.06% Increased
228
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$13.9M -$9.43M 1 0.04% Reduced
229
WC
Walthausen & Co
New York
$13.9M +$3.34M 1 1.21% Increased
230
CIP
Champlain Investment Partners
Vermont
$13.7M +$3.8M 1 0.24% Increased
231
IFB
iAB Financial Bank
Indiana
$13.6M +$53K 1 10.36% Increased
232
KLWA
Kelly Lawrence W & Associates
California
$13.5M -$292K 1 3.14% Reduced
233
FWSM
First Wilshire Securities Management
California
$13.2M -$265K 1 3.46% Reduced
234
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$13.1M +$2.99M 1 0.36% Increased
235
Suntrust Banks
Suntrust Banks
Georgia
$13.1M -$4.27M 5 0.09% Reduced
236
Aperio Group
Aperio Group
California
$13M +$2.04M 7 0.13% Increased
237
RMCM
Reynders McVeigh Capital Management
Massachusetts
$12.8M +$943K 2 2.22% Increased
238
LCP
Lombardia Capital Partners
California
$12.8M -$945K 1 0.61% Reduced
239
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$12.7M +$1.34M 2 0.2% Increased
240
CS
Central Securities
New York
$12.5M $0 1 3.29% Maintained
241
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$12.3M -$463K 1 0.81% Reduced
242
Numeric Investors
Numeric Investors
Massachusetts
$12.2M +$11.7M 2 0.14% Increased
243
First Pacific Advisors
First Pacific Advisors
California
$12.2M -$6.93M 1 0.1% Reduced
244
SRC
Shufro Rose & Co
New York
$12.2M -$21.1K 2 1.46% Reduced
245
ACM
American Capital Management
New York
$12.1M +$407K 1 1.26% Increased
246
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$12M +$464K 5 0.14% Increased
247
SAM
Shell Asset Management
Netherlands
$11.7M +$2.86M 4 0.19% Increased
248
Eaton Vance Management
Eaton Vance Management
Massachusetts
$11.7M -$50.1M 2 0.04% Reduced
249
HighTower Advisors
HighTower Advisors
Illinois
$11.6M +$2.66M 4 0.15% Increased
250
NIMI
Natixis Investment Managers International
France
$11.5M -$479K 5 1.56% Reduced