← 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	SG Swarthmore Group Philadelphia, Pennsylvania	$9.11M	-$182K	1	2.25%	Reduced
402	CFM Coronation Fund Managers Cape Town, South Africa	$9.05M	+$8.25M	1	0.34%	Increased
403	NC NBW Capital Boston, Massachusetts	$8.93M	-$341K	1	2.65%	Reduced
404	SI Sprott Inc Toronto, Ontario, Canada	$8.85M	$0	1	2.26%	Maintained
405	Crossmark Global Holdings Houston, Texas	$8.68M	-$201K	4	0.25%	Reduced
406	TCM Thames Capital Management Roseland, New Jersey	$8.68M	-$7.81M	1	2.58%	Reduced
407	Daiwa Securities Group Tokyo, Japan	$8.64M	+$519K	4	0.07%	Increased
408	Clifford Swan Investment Counsel Pasadena, California	$8.37M	-$257K	1	0.43%	Reduced
409	LPL Financial San Diego, California	$8.32M	-$23.4K	6	0.02%	Reduced
410	DCM Dupont Capital Management Wilmington, Delaware	$8.3M	+$698K	3	0.19%	Increased
411	CSC Cove Street Capital El Segundo, California	$8.2M	-$42.2K	1	1.15%	Reduced
412	Martingale Asset Management Boston, Massachusetts	$8.14M	-$1.04M	2	0.08%	Reduced
413	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$8.13M	-$1.32M	1	4.26%	Reduced
414	Lazard Asset Management New York	$8.12M	+$6.63M	3	0.01%	Increased
415	CIM Contravisory Investment Management Norwell, Massachusetts	$8.11M	-$173K	3	3.08%	Reduced
416	EWM Endurance Wealth Management Providence, Rhode Island	$7.95M	+$15K	3	1.32%	Increased
417	HCM Horan Capital Management Hunt Valley, Maryland	$7.93M	+$8.08M	1	1.42%	New
418	Artemis Investment Management Edinburgh, United Kingdom	$7.9M	+$7.48M	1	0.11%	New
419	AAM Autus Asset Management Scottsdale, Arizona	$7.83M	+$58.7K	2	1.23%	Increased
420	Loews Corp New York	$7.78M	-$5.62M	1	0.06%	Reduced
421	KFS Kurt F. Somerville	$7.73M	+$487K	2	1.53%	Increased
422	TA Teton Advisors Rye, New York	$7.58M	-$153K	3	0.77%	Reduced
423	NGM North Growth Management Vancouver, British Columbia, Canada	$7.53M	+$4.5M	1	1.82%	Increased
424	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$7.48M	-$2.23M	4	0.02%	Reduced
425	DZ Bank Frankfurt Am Main, Germany	$7.46M	-$145K	1	0.02%	Reduced