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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
351
NPIC
Neumeier Poma Investment Counsel
California
$5.68M -$2.08M 1 1.07% Reduced
352
SAM
Sentinel Asset Management
Vermont
$5.64M +$377K 1 0.14% Increased
353
CCM
Carderock Capital Management
Maryland
$5.55M +$38K 1 3.09% Increased
354
OAM
Oxford Asset Management
United Kingdom
$5.42M +$5.49M 1 0.17% Increased
355
Engineers Gate Manager
Engineers Gate Manager
New York
$5.3M +$1.74M 2 0.45% Increased
356
Korea Investment Corp
Korea Investment Corp
South Korea
$5.29M -$2.58M 4 0.04% Reduced
357
BCM
BTR Capital Management
California
$5.28M +$601K 1 1.26% Increased
358
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$5.25M +$30.8K 4 0.13% Increased
359
SW
SVB Wealth
Massachusetts
$5.25M -$824K 2 0.2% Reduced
360
HA
Heartland Advisors
Wisconsin
$5.22M $0 1 0.19% Maintained
361
Oppenheimer & Co
Oppenheimer & Co
New York
$5.22M -$439K 1 0.16% Reduced
362
PCMK
Paragon Capital Management (Kansas)
Kansas
$5.21M -$76.4K 1 2.02% Reduced
363
CCT
Country Club Trust
Missouri
$5.21M +$172K 1 0.8% Increased
364
OCM
Olstein Capital Management
New York
$5.19M +$491K 1 0.65% Increased
365
CG
Clinton Group
New York
$5.19M +$2.35M 4 0.49% Increased
366
TBC
Three Bays Capital
Massachusetts
$5.12M +$5.13M 1 0.26% New
367
Utah Retirement Systems
Utah Retirement Systems
Utah
$5.09M +$27.3K 4 0.15% Increased
368
ACM
Atlanta Capital Management
Georgia
$5.09M +$5.36M 1 0.04% New
369
CAM
Capstone Asset Management
Texas
$5.08M +$359K 5 0.16% Increased
370
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$5.07M +$1.12M 3 0.36% Increased
371
Asset Management One
Asset Management One
Japan
$5.05M -$39.9K 4 0.08% Reduced
372
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$5.04M +$734K 5 0.18% Increased
373
Martingale Asset Management
Martingale Asset Management
Massachusetts
$5M -$429K 2 0.12% Reduced
374
CCPM
Cooper Creek Partners Management
New York
$4.93M +$3.75M 1 4.97% Increased
375
TA
Teton Advisors
New York
$4.9M +$407K 3 0.37% Increased