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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
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$12.2M -$266K 2 0.78% Reduced
502
NRS
Neville Rodie & Shaw
New York
$12.2M -$2.44M 2 0.9% Reduced
503
NGM
North Growth Management
British Columbia, Canada
$12.2M -$2.23M 1 2.27% Reduced
504
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$12.1M +$668K 6 0.17% Increased
505
TCM
Telos Capital Management
California
$12.1M -$1.92M 2 1.27% Reduced
506
TAM
Taurus Asset Management
New York
$12.1M +$531K 1 1.17% Increased
507
PAI
Pittenger & Anderson Inc
Nebraska
$12M -$190K 1 0.45% Reduced
508
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$11.9M +$737K 2 0.32% Increased
509
CAM
ClariVest Asset Management
California
$11.9M $0 5 1.21% Maintained
510
Calamos Advisors
Calamos Advisors
Illinois
$11.8M -$1.12M 2 0.05% Reduced
511
FPFS
First Personal Financial Services
North Carolina
$11.8M -$192K 3 2.49% Reduced
512
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$11.7M -$2.77M 8 0.25% Reduced
513
MCM
Monarch Capital Management
Indiana
$11.7M -$366K 2 3.16% Reduced
514
Eagle Asset Management
Eagle Asset Management
Florida
$11.7M -$540K 1 0.06% Reduced
515
PRCP
Pacific Ridge Capital Partners
Oregon
$11.6M -$2.13M 2 2.75% Reduced
516
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$11.6M $0 2 0.13% Maintained
517
Graham Capital Management
Graham Capital Management
Connecticut
$11.6M +$3.7M 5 0.2% Increased
518
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$11.5M +$15.4K 2 0.35% Increased
519
NIA
NIA Impact Advisors
California
$11.5M +$669K 3 3.81% Increased
520
Empower Advisory Group
Empower Advisory Group
Colorado
$11.4M -$97.8K 1 0.04% Reduced
521
XI
XXEC Inc
Oklahoma
$11.4M -$55.3K 3 8.58% Reduced
522
NIMI
Natixis Investment Managers International
France
$11.3M +$494K 3 0.81% Increased
523
Stephens Inc
Stephens Inc
Arkansas
$11.3M -$1.13M 2 0.16% Reduced
524
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$11.3M -$1.92M 5 0.37% Reduced
525
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$11.3M -$1.95M 1 0.26% Reduced