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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
301
LIM
Lathrop Investment Management
Arkansas
$8.88M +$1.71M 1 2.92% Increased
302
M&T Bank
M&T Bank
New York
$8.84M -$427K 6 0.05% Reduced
303
AMG National Trust Bank
AMG National Trust Bank
Colorado
$8.82M -$93.9K 2 0.81% Reduced
304
Barings
Barings
North Carolina
$8.79M +$3.37M 4 0.27% Increased
305
Miller Howard Investments
Miller Howard Investments
New York
$8.76M +$7.61M 2 0.12% Increased
306
Korea Investment Corp
Korea Investment Corp
South Korea
$8.65M $0 2 0.07% Maintained
307
TCMG
TSP Capital Management Group
New Jersey
$8.62M +$8.46M 1 4.01% New
308
NC
NBW Capital
Massachusetts
$8.58M -$172K 1 1.98% Reduced
309
Point72 Asset Management
Point72 Asset Management
Connecticut
$8.53M +$436K 2 0.06% Increased
310
HCM
Hutchinson Capital Management
California
$8.51M +$9.25M 1 2.61% New
311
NPIC
Neumeier Poma Investment Counsel
California
$8.45M -$428K 1 1.8% Reduced
312
Envestnet Asset Management
Envestnet Asset Management
Illinois
$8.39M +$404K 6 0.04% Increased
313
JGUA
John G. Ullman & Associates
New York
$8.32M -$109K 3 1.57% Reduced
314
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$8.29M -$86.4K 3 0.07% Reduced
315
HCMNY
Howard Capital Management (New York)
New York
$8.19M -$20.8K 1 1.56% Reduced
316
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$8.17M +$321K 5 0.1% Increased
317
RU
RobecoSam USA
New York
$8.16M +$127K 2 9.45% Increased
318
HA
Heartland Advisors
Wisconsin
$8.15M $0 1 0.23% Maintained
319
National Pension Service
National Pension Service
South Korea
$8.09M +$1.26M 1 0.1% Increased
320
SIA
SeaBridge Investment Advisors
New Jersey
$8.08M +$32.4K 1 1.65% Increased
321
SAM
Shell Asset Management
Netherlands
$8.07M -$601K 4 0.16% Reduced
322
AAM
Ardevora Asset Management
United Kingdom
$8.01M -$208K 1 1.39% Reduced
323
IRF
IBM Retirement Fund
New York
$7.8M -$147K 4 0.15% Reduced
324
OppenheimerFunds
OppenheimerFunds
New York
$7.61M -$8.84M 1 0.01% Reduced
325
WPC
Waters Parkerson & Co
Louisiana
$7.58M -$44.8K 1 0.89% Reduced