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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
376
MSA
Mason Street Advisors
Wisconsin
$10.4M +$740K 5 0.2% Increased
377
Railway Pension Investments
Railway Pension Investments
United Kingdom
$10.4M -$17.3M 1 0.12% Reduced
378
DIA
Davidson Investment Advisors
Montana
$10.4M +$5M 1 1.01% Increased
379
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$10.4M -$7.69M 1 0.09% Reduced
380
TPCM
Three Peaks Capital Management
Colorado
$10.3M +$915K 2 2.72% Increased
381
QS Investors
QS Investors
New York
$10.3M -$11.6K 6 0.1% Reduced
382
Calamos Advisors
Calamos Advisors
Illinois
$10.3M +$3.2M 2 0.05% Increased
383
RFA
Reilly Financial Advisors
California
$10.3M +$894K 3 1.17% Increased
384
CU
CQS (US)
New York
$10.1M +$9.99M 1 0.47% New
385
Sit Investment Associates
Sit Investment Associates
Minnesota
$10M -$631K 1 0.29% Reduced
386
GWI
Grace & White Inc
New York
$10M -$719K 1 2.27% Reduced
387
CNB
Camden National Bank
Maine
$9.98M -$61.8K 1 2.02% Reduced
388
SAM
Shell Asset Management
Netherlands
$9.97M +$553K 6 0.21% Increased
389
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$9.84M -$952K 7 0.04% Reduced
390
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$9.82M -$1.2M 4 0.6% Reduced
391
SI
Sprott Inc
Ontario, Canada
$9.82M +$336K 1 2.03% Increased
392
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$9.78M -$12.9M 6 0.14% Reduced
393
BCM
Brightlight Capital Management
Connecticut
$9.75M +$9.24M 1 7.38% New
394
Churchill Management
Churchill Management
California
$9.51M +$393K 1 0.18% Increased
395
SCM
Silvant Capital Management
Georgia
$9.5M -$79.8K 2 1.73% Reduced
396
M&T Bank
M&T Bank
New York
$9.37M +$74.1K 5 0.04% Increased
397
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$9.23M +$9.32M 2 0.07% New
398
TWMP
Taylor Wealth Management Partners
Massachusetts
$9.16M +$16.2K 1 4.22% Increased
399
DCM
Dupont Capital Management
Delaware
$9.12M +$834K 3 0.2% Increased
400
PRCP
Pacific Ridge Capital Partners
Oregon
$9.06M +$500K 1 2.05% Increased