← All themes Water

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	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$15M	+$13.3M	1	0.3%	New
227	CC Cipher Capital New York	$14.9M	+$8.98M	3	1.41%	Increased
228	SCM Suffolk Capital Management New York	$14.9M	-$3.33M	2	1.97%	Reduced
229	NIMI Natixis Investment Managers International Paris, France	$14.7M	+$1.02M	5	1.74%	Increased
230	CSC Cove Street Capital El Segundo, California	$14.6M	+$1.73M	1	1.91%	Increased
231	CS Central Securities New York	$14.6M	$0	1	3.57%	Maintained
232	Aberdeen Asset Management Aberdeen, United Kingdom	$14.2M	+$22.3K	3	0.05%	Increased
233	United Capital Financial Advisors Irving, Texas	$14.1M	+$384K	4	0.16%	Increased
234	Putnam Investments Boston, Massachusetts	$14.1M	-$12M	1	0.03%	Reduced
235	PDM Penn Davis McFarland Dallas, Texas	$14.1M	-$192K	1	3.7%	Reduced
236	CIP Champlain Investment Partners Burlington, Vermont	$13.9M	-$1.59M	1	0.25%	Reduced
237	WBC Westpac Banking Corp Sydney, Australia	$13.8M	-$1.54M	4	0.15%	Reduced
238	ACM American Capital Management New York	$13.8M	+$152K	1	1.2%	Increased
239	Ingalls & Snyder LLC New York	$13.5M	-$296K	1	0.86%	Reduced
240	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$13.4M	+$488K	2	4.81%	Increased
241	CCMH Cornerstone Capital Management Holdings New York	$13.4M	+$555K	5	0.11%	Increased
242	BC Beaconlight Capital New York	$13.2M	+$1.56M	1	7.76%	Increased
243	Bahl & Gaynor Cincinnati, Ohio	$13M	-$15.9M	1	0.17%	Reduced
244	Meag Munich Ergo Munich, Germany	$12.8M	-$7.5M	1	0.66%	Reduced
245	PointState Capital New York	$12.7M	+$12.5M	1	0.34%	New
246	First National Bank of Omaha Omaha, Nebraska	$12.7M	-$323K	3	0.95%	Reduced
247	MPAM Monarch Partners Asset Management Boston, Massachusetts	$12.7M	+$11.4M	1	1.31%	New
248	Kennedy Capital Management St Louis, Missouri	$12.6M	+$1.73M	2	0.26%	Increased
249	TPSF Texas Permanent School Fund Austin, Texas	$12.5M	-$299K	5	0.16%	Reduced
250	Fort Washington Investment Advisors Cincinnati, Ohio	$12.4M	-$34.5K	1	0.24%	Reduced