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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
501
Holocene Advisors
Holocene Advisors
New York
$5.25M +$4.66M 5 0.05% Increased
502
RCP
Rothschild Capital Partners
New York
$5.15M $0 1 2.6% Maintained
503
Polar Capital
Polar Capital
United Kingdom
$5.13M -$1.65M 1 0.05% Reduced
504
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$5.13M +$4.7M 2 0.73% Increased
505
FC
Forte Capital
New York
$5.12M +$523K 1 1.58% Increased
506
Regions Financial Corp
Regions Financial Corp
Alabama
$5.08M +$111K 2 0.06% Increased
507
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$5.07M -$117K 1 0.09% Reduced
508
CF
CNA Financial
Illinois
$5.03M -$865K 1 1.12% Reduced
509
CCP
Cardan Capital Partners
Colorado
$5.03M +$238K 1 0.72% Increased
510
SIC
Sigma Investment Counselors
Michigan
$4.9M +$112K 1 0.56% Increased
511
P
Pitcairn
Pennsylvania
$4.89M -$662K 2 0.48% Reduced
512
MCWS
McKinley Carter Wealth Services
West Virginia
$4.87M +$1.58M 2 1.25% Increased
513
SCM
Stevens Capital Management
Pennsylvania
$4.87M -$1.69M 1 0.44% Reduced
514
GG
Greenwood Gearhart
Arkansas
$4.87M -$126K 1 1.34% Reduced
515
Brinker Capital
Brinker Capital
Pennsylvania
$4.86M -$44.7K 3 0.17% Reduced
516
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$4.84M -$29.2M 3 0.07% Reduced
517
Marshall Wace North America
Marshall Wace North America
New York
$4.82M +$1.22M 4 0.03% Increased
518
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$4.78M -$285K 3 0.22% Reduced
519
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$4.69M +$543K 3 0.17% Increased
520
Truist Financial
Truist Financial
North Carolina
$4.66M +$223K 4 0.08% Increased
521
CT
Coastline Trust
Rhode Island
$4.62M -$1.16M 1 0.68% Reduced
522
BCB
Brian C. Broderick
$4.62M +$10.6K 1 1.59% Increased
523
MMM
Mendel Money Management
Illinois
$4.57M -$159K 1 4.22% Reduced
524
Allstate Corporation
Allstate Corporation
Illinois
$4.56M -$65.7K 1 0.08% Reduced
525
Wolverine Asset Management
Wolverine Asset Management
Illinois
$4.55M +$421K 1 0.06% Increased