← 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
MC
Middleton & Co
Massachusetts
$9.02M -$147K 1 1.28% Reduced
402
PFM
Parsec Financial Management
North Carolina
$9.02M -$376K 2 0.53% Reduced
403
Guinness Asset Management
Guinness Asset Management
United Kingdom
$8.99M +$1.82M 1 1.1% Increased
404
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$8.86M -$10M 1 0.15% Reduced
405
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$8.83M +$5.71M 2 0.03% Increased
406
CSC
Cove Street Capital
California
$8.74M -$1.59K 1 1.16% Reduced
407
SG
Swarthmore Group
Pennsylvania
$8.7M -$345K 1 2.02% Reduced
408
NC
NBW Capital
Massachusetts
$8.68M -$189K 1 2.47% Reduced
409
LPL Financial
LPL Financial
California
$8.57M +$339K 5 0.02% Increased
410
PAM
Premier Asset Management
Illinois
$8.44M -$3.79M 1 2.77% Reduced
411
Belpointe Asset Management
Belpointe Asset Management
Nevada
$8.43M $0 2 1.07% Maintained
412
TA
Teton Advisors
New York
$8.23M -$124K 3 0.83% Reduced
413
Castleark Management
Castleark Management
Illinois
$8.08M +$4.4M 2 0.32% Increased
414
WesBanco Bank
WesBanco Bank
West Virginia
$8.04M +$5.85M 1 0.37% Increased
415
AAM
Autus Asset Management
Arizona
$8M +$229K 2 1.16% Increased
416
CIM
Contravisory Investment Management
Massachusetts
$7.96M -$86.7K 3 2.91% Reduced
417
ClearBridge Investments
ClearBridge Investments
New York
$7.92M +$980K 2 0.01% Increased
418
KFS
Kurt F. Somerville
$7.82M +$176K 2 1.47% Increased
419
EWM
Endurance Wealth Management
Rhode Island
$7.81M -$5.53K 3 1.19% Reduced
420
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$7.77M -$458K 1 0.38% Reduced
421
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$7.74M +$2.2M 1 0.08% Increased
422
DZ Bank
DZ Bank
Germany
$7.69M +$304K 1 0.02% Increased
423
RB
Rodgers Brothers
Pennsylvania
$7.64M -$102K 3 1.99% Reduced
424
Loews Corp
Loews Corp
New York
$7.64M $0 1 0.06% Maintained
425
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$7.63M +$14.8K 1 0.39% Increased