← 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
426
Bornite Capital Management
Bornite Capital Management
New York
$12.1M +$398K 1 4.12% Increased
427
TCMG
TSP Capital Management Group
New Jersey
$12.1M -$177K 1 4.36% Reduced
428
Nissay Asset Management
Nissay Asset Management
Japan
$12M -$746K 5 0.11% Reduced
429
Moran Wealth Management
Moran Wealth Management
Florida
$11.9M +$9.21M 2 0.45% Increased
430
MCM
Monarch Capital Management
Indiana
$11.8M -$287K 2 3.64% Reduced
431
Shelton Capital Management
Shelton Capital Management
Colorado
$11.8M +$5.69M 6 0.49% Increased
432
Penn Davis McFarland
Penn Davis McFarland
Texas
$11.7M $0 1 2.15% Maintained
433
NAMM
NorthStar Asset Management (Massachusetts)
Massachusetts
$11.7M -$903K 2 3.6% Reduced
434
Alyeska Investment Group
Alyeska Investment Group
Illinois
$11.6M +$5.25M 3 0.1% Increased
435
CSM Advisors
CSM Advisors
Pennsylvania
$11.5M +$832K 1 0.99% Increased
436
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$11.5M -$4.53M 1 0.51% Reduced
437
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$11.5M -$262K 2 1.04% Reduced
438
CAM
Capco Asset Management
Florida
$11.4M -$457K 1 2.99% Reduced
439
ING Group
ING Group
Netherlands
$11.2M +$3.98M 3 0.11% Increased
440
North Growth Management
North Growth Management
British Columbia, Canada
$11.2M -$241K 1 2.38% Reduced
441
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$11.2M +$1.09M 8 0.25% Increased
442
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$11.1M +$5.98M 1 0.05% Increased
443
Girard Partners
Girard Partners
Pennsylvania
$11.1M +$1.26M 1 1.23% Increased
444
Kennedy Capital Management
Kennedy Capital Management
Missouri
$11.1M +$230K 4 0.33% Increased
445
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11M +$1.09M 6 0.12% Increased
446
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$11M -$328K 4 0.15% Reduced
447
XXEC Inc
XXEC Inc
Oklahoma
$11M +$1.09M 3 8.74% Increased
448
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$10.9M +$1.1M 7 0.29% Increased
449
Belpointe Asset Management
Belpointe Asset Management
Nevada
$10.9M +$168K 8 0.59% Increased
450
Appleton Partners
Appleton Partners
Massachusetts
$10.8M -$24.7K 2 0.96% Reduced