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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
Swiss Life Asset Management
Swiss Life Asset Management
$13.9M -$1.74M 5 0.23% Reduced
377
KLWA
Kelly Lawrence W & Associates
California
$13.8M -$824K 1 3.92% Reduced
378
ELI
Empire Life Investments
Ontario, Canada
$13.8M -$156K 1 0.94% Reduced
379
BOK Financial
BOK Financial
Oklahoma
$13.7M -$1.08M 6 0.25% Reduced
380
RB
Rodgers Brothers
Pennsylvania
$13.7M -$97.2K 2 2.75% Reduced
381
MC
Middleton & Co
Massachusetts
$13.6M -$528K 2 2.02% Reduced
382
BCM
Bourgeon Capital Management
Connecticut
$13.6M +$96.8K 1 3.33% Increased
383
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$13.4M -$495K 4 0.22% Reduced
384
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$13.4M +$52.4K 2 0.53% Increased
385
IFM Investors
IFM Investors
Australia
$13.3M +$375K 4 0.22% Increased
386
HRT Financial
HRT Financial
New York
$13.2M +$4.64M 5 0.19% Increased
387
SouthState Corp
SouthState Corp
Florida
$13M +$233K 2 1.21% Increased
388
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$13M -$101K 2 0.8% Reduced
389
TCMG
TSP Capital Management Group
New Jersey
$12.9M +$12.3M 1 4.84% New
390
KFS
Kurt F. Somerville
$12.9M +$120K 2 2.51% Increased
391
UMB Bank
UMB Bank
Missouri
$12.9M +$10.9M 6 0.2% Increased
392
Nissay Asset Management
Nissay Asset Management
Japan
$12.8M +$614K 5 0.12% Increased
393
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$12.6M +$1.88M 1 0.12% Increased
394
NAMM
NorthStar Asset Management (Massachusetts)
Massachusetts
$12.6M +$83K 2 4.2% Increased
395
WTB
Washington Trust Bank
Washington
$12.4M +$514K 1 1.41% Increased
396
PDM
Penn Davis McFarland
Texas
$12.4M -$126K 1 2.43% Reduced
397
Vident Investment Advisory
Vident Investment Advisory
Georgia
$12.3M -$3M 4 0.47% Reduced
398
AAM
Autus Asset Management
Arizona
$12.2M -$156K 2 2.2% Reduced
399
GIP
Granite Investment Partners
California
$12.2M -$936K 1 0.51% Reduced
400
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$12.2M -$10.5M 2 0.08% Reduced