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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
HCM
Hutchinson Capital Management
California
$8.83M +$94K 1 2.77% Increased
302
Martingale Asset Management
Martingale Asset Management
Massachusetts
$8.8M +$3.81M 2 0.2% Increased
303
TCMG
TSP Capital Management Group
New Jersey
$8.77M +$134K 1 4.68% Increased
304
TCM
Tributary Capital Management
Nebraska
$8.71M +$90.1K 2 1.44% Increased
305
Winton Group
Winton Group
United Kingdom
$8.71M -$43.5M 1 0.08% Reduced
306
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$8.68M -$73.2K 3 0.07% Reduced
307
NC
NBW Capital
Massachusetts
$8.68M -$613K 1 2.66% Reduced
308
Two Sigma Investments
Two Sigma Investments
New York
$8.46M -$13.3M 5 0.04% Reduced
309
HCMNY
Howard Capital Management (New York)
New York
$8.21M -$34.2K 1 1.61% Reduced
310
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$8.19M -$25.1M 7 0.07% Reduced
311
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$8.15M +$3.25M 4 0.1% Increased
312
ProShare Advisors
ProShare Advisors
Maryland
$8.15M -$860K 6 0.1% Reduced
313
IRF
IBM Retirement Fund
New York
$8.09M +$1.16M 4 0.16% Increased
314
WPC
Waters Parkerson & Co
Louisiana
$7.94M -$34.7K 1 0.91% Reduced
315
Miller Howard Investments
Miller Howard Investments
New York
$7.94M +$1.56M 2 0.14% Increased
316
RU
RobecoSam USA
New York
$7.92M -$918K 3 10.18% Reduced
317
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$7.87M -$234K 1 0.16% Reduced
318
Barings
Barings
North Carolina
$7.77M +$172K 4 0.19% Increased
319
ZC
Zelman Capital
Ohio
$7.77M -$706K 1 1.93% Reduced
320
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$7.75M -$382K 3 0.08% Reduced
321
SIA
SeaBridge Investment Advisors
New Jersey
$7.69M -$180K 1 1.71% Reduced
322
HA
Halsey Associates
Connecticut
$7.67M -$368K 1 1.77% Reduced
323
AL
AJO LP
Pennsylvania
$7.66M +$2.32M 1 0.03% Increased
324
Bessemer Group
Bessemer Group
New Jersey
$7.66M -$350K 7 0.04% Reduced
325
Foresters Investment Management
Foresters Investment Management
New York
$7.59M $0 1 0.15% Maintained