← 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
451
BCM
BTR Capital Management
California
$3.02M -$305K 1 0.95% Reduced
452
VST
Van Strum & Towne
California
$3.01M $0 1 2.25% Maintained
453
RB
Rodgers Brothers
Pennsylvania
$3M $0 1 1.64% Maintained
454
ORI
Oak Ridge Investments
Illinois
$2.98M +$48.3K 1 0.08% Increased
455
JGUA
John G. Ullman & Associates
New York
$2.97M +$677K 2 0.61% Increased
456
RBA
Richard Bernstein Advisors
New York
$2.97M +$755K 3 0.88% Increased
457
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$2.96M +$108K 3 0.02% Increased
458
Covington Capital Management
Covington Capital Management
California
$2.94M -$24.9K 2 0.34% Reduced
459
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$2.92M +$33.2K 1 0.18% Increased
460
GCP
GSA Capital Partners
United Kingdom
$2.92M +$2.14M 4 0.23% Increased
461
MIU
Man Investments (UK)
United Kingdom
$2.9M +$445K 3 0.4% Increased
462
SAM
Strategy Asset Managers
California
$2.9M -$8.35K 1 0.68% Reduced
463
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$2.88M +$408K 7 0.13% Increased
464
MCM
Manchester Capital Management
Vermont
$2.86M -$14.3K 8 0.49% Reduced
465
Jones Financial Companies
Jones Financial Companies
Missouri
$2.86M +$325K 3 0.03% Increased
466
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$2.85M +$2.88M 1 0.16% New
467
COI
Connable Office Inc
Michigan
$2.84M -$12.8K 2 0.8% Reduced
468
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$2.84M +$332K 7 0.1% Increased
469
Raymond James & Associates
Raymond James & Associates
Florida
$2.81M -$1.59M 2 0.02% Reduced
470
AIM
Arcadia Investment Management
Michigan
$2.8M -$115K 1 0.73% Reduced
471
PCM
Perritt Capital Management
Illinois
$2.78M +$179K 1 0.54% Increased
472
CCT
Chemung Canal Trust
New York
$2.74M +$1.64M 1 0.6% Increased
473
Regions Financial Corp
Regions Financial Corp
Alabama
$2.74M +$181K 3 0.04% Increased
474
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$2.73M -$143K 10 0.02% Reduced
475
FMT
First Mercantile Trust
Tennessee
$2.73M -$79.9K 4 0.22% Reduced