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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
MC
Middleton & Co
Massachusetts
$8.26M +$2.93M 1 1.49% Increased
352
HA
Halsey Associates
Connecticut
$8.21M -$139K 1 1.62% Reduced
353
NC
NBW Capital
Massachusetts
$8.2M -$96.5K 1 2.23% Reduced
354
PCMK
Paragon Capital Management (Kansas)
Kansas
$8.09M -$437K 1 2.72% Reduced
355
NRS
Neville Rodie & Shaw
New York
$8.05M -$75.6K 2 0.9% Reduced
356
Andra AP-fonden
Andra AP-fonden
Sweden
$7.96M +$964K 3 0.19% Increased
357
GIP
Granite Investment Partners
California
$7.92M +$3.12M 1 0.49% Increased
358
Boston Partners
Boston Partners
Massachusetts
$7.88M -$273K 1 0.01% Reduced
359
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$7.88M -$381K 3 0.2% Reduced
360
Amalgamated Bank
Amalgamated Bank
New York
$7.86M +$277K 7 0.25% Increased
361
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$7.83M -$4.79M 5 0.2% Reduced
362
BFO
Boston Family Office
Massachusetts
$7.67M +$1.12M 3 0.87% Increased
363
Foresters Investment Management
Foresters Investment Management
New York
$7.61M -$110K 2 0.12% Reduced
364
WC
Walthausen & Co
New York
$7.59M -$145K 1 0.71% Reduced
365
ARTA
A.R.T. Advisors
New York
$7.58M +$2.22M 6 0.39% Increased
366
Natixis
Natixis
France
$7.57M +$225K 7 0.07% Increased
367
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$7.55M $0 1 0.15% Maintained
368
TBA
Tower Bridge Advisors
Pennsylvania
$7.52M -$1.55M 1 0.85% Reduced
369
CCMH
Cornerstone Capital Management Holdings
New York
$7.49M +$85.5K 4 0.06% Increased
370
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$7.49M +$7.15M 1 0.71% New
371
Voloridge Investment Management
Voloridge Investment Management
Florida
$7.48M +$1.51M 2 0.17% Increased
372
NCM
Nelson Capital Management
California
$7.4M -$98.7K 1 2.44% Reduced
373
ESCM
Echo Street Capital Management
New York
$7.38M +$381K 1 0.25% Increased
374
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$7.38M +$20.3K 3 0.05% Increased
375
SIC
Schwartz Investment Counsel
Michigan
$7.3M $0 1 0.46% Maintained