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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
FWSM
First Wilshire Securities Management
California
$13.8M -$2.53K 2 3.75% Reduced
502
Groupama Asset Management
Groupama Asset Management
France
$13.7M +$433K 2 0.23% Increased
503
NPPM
North Point Portfolio Managers
Ohio
$13.5M -$257K 1 2.32% Reduced
504
SAM
Scopus Asset Management
New York
$13.4M +$9.35M 2 0.23% Increased
505
HA
Heartland Advisors
Wisconsin
$13.4M +$8.04K 1 0.75% Increased
506
Sit Investment Associates
Sit Investment Associates
Minnesota
$13.4M -$530K 3 0.29% Reduced
507
ANBT
American National Bank & Trust
Texas
$13.4M +$101K 2 1.37% Increased
508
PSC
Prentiss Smith & Co
Vermont
$13.2M -$56.4K 3 7.86% Reduced
509
Silvercrest Asset Management
Silvercrest Asset Management
New York
$13M +$266K 4 0.09% Increased
510
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$13M -$2.96M 1 0.17% Reduced
511
TCMG
TSP Capital Management Group
New Jersey
$12.9M -$12.1M 0 – Closed
512
CRB
Chad R. Baker
$12.9M $0 1 2.39% Maintained
513
AP
Appleton Partners
Massachusetts
$12.8M +$44.6K 1 0.91% Increased
514
GWI
Grace & White Inc
New York
$12.8M +$58.7K 1 2.35% Increased
515
Curi RMB Capital
Curi RMB Capital
Illinois
$12.8M +$1.18M 4 0.24% Increased
516
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$12.8M +$2.77M 1 0.21% Increased
517
TCM
Telos Capital Management
California
$12.6M -$48.2K 2 1.29% Reduced
518
ELI
Empire Life Investments
Ontario, Canada
$12.5M -$2.37M 1 0.8% Reduced
519
PDM
Penn Davis McFarland
Texas
$12.5M -$36.3K 1 1.41% Reduced
520
MIM
Marco Investment Management
Georgia
$12.4M +$387K 2 1.03% Increased
521
MML Investors Services
MML Investors Services
Massachusetts
$12.4M +$1.19M 7 0.04% Increased
522
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$12.3M $0 1 0.09% Maintained
523
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$12.2M -$1.3M 4 0.25% Reduced
524
HCA
Harbor Capital Advisors
Illinois
$12.2M +$4.05M 6 0.51% Increased
525
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$12.2M -$501K 9 0.01% Reduced