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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
Groupama Asset Management
Groupama Asset Management
France
$12.2M +$1.32M 2 0.25% Increased
502
NGM
North Growth Management
British Columbia, Canada
$12.2M -$278K 1 2.31% Reduced
503
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$12.2M +$654K 1 0.28% Increased
504
LCI
L1 Capital International
Australia
$12M +$5.17M 1 3.7% Increased
505
Nomura Holdings
Nomura Holdings
Japan
$12M +$5.65M 5 0.02% Increased
506
TCMG
TSP Capital Management Group
New Jersey
$11.9M -$657K 1 4.06% Reduced
507
TAM
Taurus Asset Management
New York
$11.9M +$702K 1 1.16% Increased
508
ANBT
American National Bank & Trust
Texas
$11.9M +$2.06M 2 1.33% Increased
509
AP
Appleton Partners
Massachusetts
$11.8M +$265K 1 0.87% Increased
510
Sterling Capital Management
Sterling Capital Management
North Carolina
$11.8M -$4.06M 12 0.16% Reduced
511
MIM
Marco Investment Management
Georgia
$11.6M +$1.86M 2 1% Increased
512
CRB
Chad R. Baker
$11.5M $0 1 2.26% Maintained
513
NIA
NIA Impact Advisors
California
$11.5M +$1.2M 3 3.73% Increased
514
Quadrature Capital
Quadrature Capital
United Kingdom
$11.4M +$9.69M 4 0.23% Increased
515
Evergreen Capital Management
Evergreen Capital Management
Washington
$11.3M +$782K 6 0.37% Increased
516
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$11.3M -$83.7K 2 0.73% Reduced
517
CSM Advisors
CSM Advisors
Pennsylvania
$11.3M -$183K 1 0.53% Reduced
518
PDM
Penn Davis McFarland
Texas
$11.2M -$15.7K 1 1.22% Reduced
519
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$11.2M -$528K 7 0.04% Reduced
520
Atria Investments
Atria Investments
North Carolina
$11.1M -$1.07M 4 0.14% Reduced
521
Wealthfront Advisers
Wealthfront Advisers
California
$11.1M -$287K 4 0.03% Reduced
522
Curi RMB Capital
Curi RMB Capital
Illinois
$11M +$230K 3 0.25% Increased
523
Sit Investment Associates
Sit Investment Associates
Minnesota
$11M +$7.28M 3 0.25% Increased
524
PRCP
Pacific Ridge Capital Partners
Oregon
$10.8M -$1.63M 2 2.49% Reduced
525
Evelyn Partners Investment Management
Evelyn Partners Investment Management
$10.8M +$11.5M 2 0.35% New