← All themes Water

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
401	Achmea Investment Management Zeist, Netherlands	$7.67M	-$1.32M	3	0.32%	Reduced
402	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$7.65M	+$54.1K	1	3.63%	Increased
403	Commerzbank Aktiengesellschaft Frankfurt, Germany	$7.57M	-$374K	3	0.07%	Reduced
404	TA Teton Advisors Rye, New York	$7.53M	+$85.5K	3	0.74%	Increased
405	PFM Parsec Financial Management Asheville, North Carolina	$7.41M	+$114K	1	0.47%	Increased
406	CRB Chad R. Baker	$7.4M	$0	1	2.68%	Maintained
407	DZ Bank Frankfurt Am Main, Germany	$7.4M	+$488K	2	0.02%	Increased
408	Polar Capital London, United Kingdom	$7.26M	$0	1	0.07%	Maintained
409	Belpointe Asset Management Reno, Nevada	$7.22M	-$5.01M	2	1.41%	Reduced
410	Two Sigma Investments New York	$7.21M	-$6.09M	2	0.02%	Reduced
411	LPL Financial San Diego, California	$7.2M	+$467K	5	0.02%	Increased
412	LSV Asset Management Chicago, Illinois	$7.18M	$0	1	0.01%	Maintained
413	SAM Security Asset Management New York	$7.15M	-$43.8K	2	4.72%	Reduced
414	Buckingham Strategic Wealth Clayton, Missouri	$7.13M	+$6.98K	1	0.9%	Increased
415	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$7.11M	-$152K	5	0.09%	Reduced
416	Clifford Swan Investment Counsel Pasadena, California	$7.11M	-$16.1K	1	0.38%	Reduced
417	Cambiar Investors Denver, Colorado	$7.08M	+$3.18M	2	0.17%	Increased
418	SLG Stanley-Laman Group Berwyn, Pennsylvania	$7.08M	-$59.8K	2	1.72%	Reduced
419	UAS United Asset Strategies Garden City, New York	$7.05M	+$1.45M	2	1.66%	Increased
420	KFS Kurt F. Somerville	$7.03M	+$22.9K	2	1.39%	Increased
421	FP Foundry Partners Minneapolis, Minnesota	$6.97M	-$106K	2	0.28%	Reduced
422	PCM Parsons Capital Management Providence, Rhode Island	$6.86M	+$59.7K	2	0.75%	Increased
423	CCM Carderock Capital Management Chevy Chase, Maryland	$6.8M	-$171K	1	2.77%	Reduced
424	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$6.8M	+$46.1K	2	0.29%	Increased
425	SI Sprott Inc Toronto, Ontario, Canada	$6.79M	+$2.17M	1	1.47%	Increased