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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
401
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$11.7M -$25.5M 2 0.54% Reduced
402
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$11.7M $0 2 0.42% Maintained
403
ELI
Empire Life Investments
Ontario, Canada
$11.6M +$460K 1 0.88% Increased
404
Washington Trust
Washington Trust
Rhode Island
$11.5M -$13M 4 0.58% Reduced
405
MC
Middleton & Co
Massachusetts
$11.5M -$2.22M 2 1.74% Reduced
406
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$11.4M +$5.91M 1 0.19% Increased
407
MCM
Monarch Capital Management
Indiana
$11.1M -$280K 2 3.63% Reduced
408
Andra AP-fonden
Andra AP-fonden
Sweden
$11.1M -$467K 2 0.36% Reduced
409
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$11.1M +$305K 2 0.47% Increased
410
OQS
Occudo Quantitative Strategies
Florida
$11M +$7.86M 5 0.86% Increased
411
Graham Capital Management
Graham Capital Management
Connecticut
$10.8M +$5.62M 9 0.43% Increased
412
NRS
Neville Rodie & Shaw
New York
$10.8M -$521K 2 1.06% Reduced
413
IFM Investors
IFM Investors
Australia
$10.7M +$126K 4 0.19% Increased
414
Nissay Asset Management
Nissay Asset Management
Japan
$10.7M +$340K 5 0.11% Increased
415
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$10.7M +$3.39M 2 0.26% Increased
416
SouthState Corp
SouthState Corp
Florida
$10.6M +$370K 2 1.06% Increased
417
Driehaus Capital Management
Driehaus Capital Management
Illinois
$10.6M +$10.6M 1 0.16% New
418
NGM
North Growth Management
British Columbia, Canada
$10.5M $0 1 2.62% Maintained
419
Highbridge Capital Management
Highbridge Capital Management
New York
$10.3M +$1.54M 1 0.15% Increased
420
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.3M -$2.32M 4 0.05% Reduced
421
Capital Group Private Client Services
Capital Group Private Client Services
California
$10.2M +$10.2M 1 0.14% New
422
KFS
Kurt F. Somerville
$10.2M +$79K 2 2.04% Increased
423
NAMM
NorthStar Asset Management (Massachusetts)
Massachusetts
$10.1M -$800K 2 3.5% Reduced
424
Congress Wealth Management
Congress Wealth Management
Massachusetts
$10.1M +$512K 3 0.27% Increased
425
AAM
Autus Asset Management
Arizona
$10.1M +$64.1K 2 1.93% Increased