← 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	NRS Neville Rodie & Shaw New York	$14.7M	-$344K	2	1.13%	Reduced
402	KFS Kurt F. Somerville	$14.6M	+$210K	2	2.19%	Increased
403	Hotchkis & Wiley Capital Management Los Angeles, California	$14.5M	+$920K	2	0.04%	Increased
404	BCM Bourgeon Capital Management Darien, Connecticut	$14.4M	+$98.3K	2	3.09%	Increased
405	RCW Rheos Capital Works Tokyo, Japan	$14.3M	$0	1	0.72%	Maintained
406	Bahl & Gaynor Cincinnati, Ohio	$14.3M	-$95K	1	0.09%	Reduced
407	ELI Empire Life Investments Toronto, Ontario, Canada	$14.2M	-$15.4M	1	0.91%	Reduced
408	MCM Maple Capital Management Montpelier, Vermont	$14.2M	-$1.98M	1	1.71%	Reduced
409	EWM Endurance Wealth Management Providence, Rhode Island	$14.1M	-$99.1K	3	1.56%	Reduced
410	BWP Baldwin Wealth Partners Marion, Massachusetts	$14M	-$366K	3	1.53%	Reduced
411	XI XXEC Inc Tulsa, Oklahoma	$14M	+$326K	2	9.25%	Increased
412	Mariner Overland Park, Kansas	$14M	+$2.3M	3	0.09%	Increased
413	MSL Mackay Shields LLC New York	$13.9M	-$7.35M	3	0.13%	Reduced
414	SRC Stone Run Capital New York	$13.9M	-$248K	2	4.92%	Reduced
415	Fisher Asset Management Camas, Washington	$13.9M	+$102K	3	0.01%	Increased
416	Pinnacle Associates New York	$13.9M	-$54.5K	4	0.25%	Reduced
417	UAS United Asset Strategies Garden City, New York	$13.8M	+$779K	1	1.84%	Increased
418	SCM SIR Capital Management New York	$13.6M	+$2.02M	1	2.02%	Increased
419	Two Sigma Advisers New York	$13.5M	-$10.8M	6	0.04%	Reduced
420	FAS Formuepleje A/S Aarhus C, Denmark	$12.9M	-$275K	1	0.5%	Reduced
421	DBG De Burlo Group Boston, Massachusetts	$12.8M	+$3.05M	1	2.04%	Increased
422	NGM North Growth Management Vancouver, British Columbia, Canada	$12.8M	+$1.23M	1	2.08%	Increased
423	Stock Yards Bank & Trust Louisville, Kentucky	$12.8M	+$71.6K	1	0.81%	Increased
424	SouthState Corp Winter Haven, Florida	$12.7M	+$388K	1	1.1%	Increased
425	First National Bank of Omaha Omaha, Nebraska	$12.7M	$0	2	0.66%	Maintained