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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
326
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$13.9M -$59K 11 0.22% Reduced
327
Palisade Capital Management
Palisade Capital Management
New Jersey
$13.9M +$7.14M 2 0.39% Increased
328
TBA
Tower Bridge Advisors
Pennsylvania
$13.8M +$698K 1 1.46% Increased
329
BOK Financial
BOK Financial
Oklahoma
$13.6M -$315K 5 0.31% Reduced
330
HCMNY
Howard Capital Management (New York)
New York
$13.5M -$185K 1 1.69% Reduced
331
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$13.4M +$448K 11 0.08% Increased
332
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$13.3M -$1.37M 1 0.89% Reduced
333
Amalgamated Bank
Amalgamated Bank
New York
$13.2M +$910K 9 0.24% Increased
334
WPC
Waters Parkerson & Co
Louisiana
$13.1M +$770K 1 0.98% Increased
335
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$13.1M +$633K 4 0.32% Increased
336
DP
DDD Partners
Washington
$12.9M -$1.6M 1 3.57% Reduced
337
HCM
Horan Capital Management
Maryland
$12.9M +$4.91M 1 2.12% Increased
338
GIP
Granite Investment Partners
California
$12.8M -$2.87M 1 0.6% Reduced
339
Greenleaf Trust
Greenleaf Trust
Michigan
$12.8M +$13.6K 2 0.2% Increased
340
DnB Asset Management
DnB Asset Management
Norway
$12.6M +$826K 2 0.12% Increased
341
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$12.6M -$378K 5 0.27% Reduced
342
Guggenheim Capital
Guggenheim Capital
Illinois
$12.5M -$5.5M 4 0.09% Reduced
343
DAC
Dividend Assets Capital
South Carolina
$12.4M -$425K 1 2% Reduced
344
AP
Appleton Partners
Massachusetts
$12.4M +$341K 2 1.36% Increased
345
1832 Asset Management
1832 Asset Management
Ontario, Canada
$12.3M -$1.6M 2 0.04% Reduced
346
Utah Retirement Systems
Utah Retirement Systems
Utah
$12.3M +$26.1K 4 0.22% Increased
347
SRC
Stone Run Capital
New York
$12.3M -$225K 2 5.44% Reduced
348
LM
Lansing Management
New York
$12.2M +$6.51M 1 12.47% Increased
349
DA
Duality Advisers
Florida
$12.1M +$7.7M 2 0.72% Increased
350
PP
PDT Partners
New York
$12.1M +$1.67M 2 0.75% Increased